Step 02 - Selecting an Account

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By PATH by Simplex Support Team

updated 4 months ago

We have several plans that might fit your needs.


1. Select Plan - Monthly or Annual (Annual Plans receive a 15% discount which is 2 months for free)

2. Choose Feature Plan - Pro, Expert or Advisory


Which Plan should I choose?


If you are a BUSINESS we recommend the "Expert" plan. You get all the Features and additional analysis of KPIs.

If you are a TRUSTED ADVISOR/ACCOUNTANT we recommend the "Advisory Plan" You can set up a total of 3 companies and get access to all features. That is a savings of 27%.


3. Enter Credit Card Information - Billing zip code must match the mailing address.


Click here for next step


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