Is hosting required?
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, you will need to enroll in one for a minimum of one year. You can enroll in any plan, and will be able to upgrade immediately.
If you pay monthly and decide to cancel your enrollment within the first year, you will be responsible for the balance of the first year's payment at the time of cancellation.