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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.
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Data hosting will be required for major versions following CDM+ 12.1. Please read the End of Life for Self-Hosted Installations of CDM+ blog post for more information. |
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.
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You can only downgrade to a cheaper plan once every 3 months. |
If you pay annually you will owe the pro-rated difference between the old and new plan. If you downgrade to a cheaper plan from a pre-paid 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, you will need to enroll in one year of the basic plan to receive the update. This enrollment includes all benefits of basic, such as hosting. You will be able to upgrade CDM+ immediately upon enrollment.
The first year of basic must be paid up-front. You can then
- Continue to renew annually, or...
- Switch to monthly payments for auto-renewal, or...
- Elect to not renew your plan
You can also pay for one year of budget or cloud instead of basic and receive the upgrade.
If you want to pay monthly for budget or cloud, you can:
- Pay for one year's worth of basic
- This total will be pro-rated at the budget or cloud rate
- Once the basic payment has been used, you will begin monthly payments on budget or cloud
For example, 2 programs and 1 user license is $15/month for basic and $60/month for cloud. To upgrade and go on monthly payments for cloud, you would:
- Pay $180 (12 month of basic)
- Wait 3 months ($180/$60 = 3)
- Pay $60/month beginning in the fourth month