All plans include: Document Templates, Automated Document Workflow, and Learning Center Resources

* No credit card required for the Free or Trial plans.  The Trial plan includes everything in the Free plan + the Dashboard Payment List (a Personal/Pro plan feature).  After 30-days the Trial plan converts to a Free plan and the Payment List is disabled.

For plan changes on an existing Personal or Professional account please contact support.

Refund Policy: Pre-paid subscriptions may be refunded at any time upon written customer request to account@moneytools.net.  Annual pre-paid subscriptions will be adjusted to reflect monthly billing.  

          Example: User pre-pays 12 months for Personal plan and requests a refund in month 6...

                                         Original payment 9.75 x 12 =    117

                        6 months used @ monthly rate 12 x 6 =  - 72

                                                           Refund Amount =     45