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No, but all plans include hosting. Hosting is strongly recommended to provide universal access to your data and secure, off-site backups.
Am I required to be on a software plan?
Clients who generate payroll or 1099 tax forms are required to have an active plan. Any plan is will meet this requirement.
This requirement is similar to the previous requirement to have an active payroll support or premier support enrollment when calculating payroll. As before, there is a 30 day grace period after your plan lapses during which you can calculate payroll and access tax forms.
Once you exceed this grace period you can view existing payroll but will be unable to calculate new payroll or access any tax forms.
What if I want to transition to a different plan?
Simply contact sales to notify us you want to move to a different plan with your next renewal and we will move you to that plan. Your available features will update to match those of the new plan immediately.
If you pay annually you will own the pro-rated difference between the old and new plan. If you downgrade to a cheaper plan there will be no refund.
How do I cancel my plan?
Contact CDM+ Sales to arrange cancellation. If we currently host your data will will make arrangements to transfer your data to an in-house server.
For annual plans there will be no refund issued upon cancellation.
What is the cost to upgrade from an older version of CDM+?
If you are on a plan there is no cost. All plans include all software upgrades.
If you are not on a plan, upgrading your license depends on how many major versions you are behind the current shipping version.
If you are 1 or 2 versions behind you can:
- Enroll in any plan. You receive the upgraded version immediately along with the benefits of that plan. You must remain enrolled in that plan for a minimum of 12 months. If you cancel your plan before the 12 month period expires you will be charged the balance of a 12 month enrollment.
- OR you can purchase the equivalent of 1 year of the Basic plan for your configuration.
If you are 3 or more versions behind you can:
- Purchase the equivalent of 1 year of the Basic plan for your configuration.
- AND optionally enroll in a plan to gain additional features.