No, but all plans include hosting. Hosting is strongly recommended to provide universal access to your data and secure, off-site backups.
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.
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.
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.
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.
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 for a minimum of one year. Any plan qualifies, and you will be able to upgrade immediately upon enrollment.
The first year must be paid annually. After that, you can: