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🛠️ How to manage your subscription

Updated over 2 weeks ago

You can manage your subscription by navigating to Manage Subscription in the dropdown next to your firm's name in the top right-hand corner of the screen.

From here, you can:

  • Choose or change your subscription plan

  • Update your account information

  • Change billing details

  • Add or update payment methods

  • Access your invoices and billing history

If you want to learn more about how we bill your subscription, navigate to our help doc here.

Starting a new subscription

If you're just getting started, you can choose between two plan types:

  • Compliance

  • ID Checks

💡 Please note: Bulk document import is only available on Compliance plans.

Once you've selected your plan, you’ll be taken to a summary screen that outlines today’s charges.

Click Proceed to checkout to begin entering your account details.


Required details

You'll need to complete the following fields:

  • First name and last name

  • Email

  • Phone number

  • Company name

  • Company email

  • Address

VAT registration number is optional and not required to complete sign-up.

You’ll also be asked to add a payment method, either via credit card or direct debit.

Once complete, click Subscribe. You’ll be redirected back to the Subscription page in Firmcheck.


What happens next?

From this point onward, any activity in Firmcheck, such as adding clients or performing advanced checks, will be charged based on your selected plan.

If you are looking to cancel your account with Firmcheck please contact [email protected]

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