Support

Every plan includes every feature — encrypted document sharing, client invoicing, and digital payments. Plans are priced by your active client count, with a generous staff seat allowance included. Client accounts never count toward your staff seat limit.

Every new portal starts with a free 14-day trial with every feature included — no credit card required. To subscribe during or after the trial, use Subscribe Monthly/Annually in your portal's Settings → Billing.

Subscriptions are billed through Stripe Checkout, so any major credit or debit card is accepted.

Use Manage Billing in your portal's Settings → Billing — it opens a secure, Stripe-hosted page where you can update your payment method, view invoices/receipts, and switch between monthly and annual billing.

Yes, anytime, from Manage Billing in Settings → Billing. To move to a different tier, contact us at help@clientdatasolutions.com. Annual plans can't be downgraded to a lower tier until renewal.

We'll email you and Stripe will retry automatically. While a payment is past due, staff can't create new invoices or upload documents on a client's behalf until it's resolved — owners and admins always retain access to fix billing.

Yes — use Manage Billing in Settings → Billing, or email us at help@clientdatasolutions.com. You'll keep full access through the end of your current paid period.

Connect your own Stripe account from Settings → Billing in the portal — payments go straight to your Stripe account. We never see or touch your clients' funds, and we take 0% of what they pay (Stripe's standard processing fees still apply).

Yes — invoice sending requires an active connected Stripe account. If you don't have one yet, Stripe will walk you through creating one when you connect from Settings → Billing. Once an invoice is finalized, sending it to your client emails them a secure payment link.

Open the invoice email you received and click the secure payment link — it takes you straight to Stripe's hosted payment page.

Whatever your firm's connected Stripe account accepts — typically all major credit and debit cards.

Yes — payments are processed entirely by Stripe. Neither your firm nor Client Data Solutions ever sees or stores your card details.

Reach out to the firm directly; invoices are billed and collected through their own Stripe account, not by Client Data Solutions.

The invoice itself will show as paid, and Stripe emails a receipt automatically if your firm has that enabled on their Stripe account. If you don't receive one, ask the firm directly.

Double check your card details and try again, or contact your firm — they can resend the invoice or help resolve the issue directly.