Account and operations
Understand plans, billing, and usage limits
Read workspace allowances, choose a plan, start checkout, and understand which limits apply to each workflow.
Updated
- For
- Workspace owners and purchasers
- Typical time
- 5 minutes
Before you start
- Workspace owner access for billing changes
Procedure
Step by step
Review current usage
The dashboard and billing page show the active workspace plan and relevant document, website, member, workspace, and Exchange allowances.
Compare the complete contract
Use the plan-fit calculator on Pricing to enter expected monthly documents, the largest file, seats in the busiest workspace, workspace count, monitored websites and PDFs, and active Exchange cases. It compares current published allowances and suggests the lowest-priced plan that fits every entered requirement. Exchange is an operations-focused plan and does not include automated document remediation.
Start checkout as the signed-in owner
Choose the intended plan from Pricing or Billing. The server maps the checkout product to a known plan; unknown products do not grant access.
Confirm the resulting plan
After payment completes, return to Billing and verify the active plan before relying on new capacity. Complimentary access granted by a platform administrator is labeled separately, includes its scheduled end when one exists, and does not represent a charge or a payment-provider subscription.
Use the recommendation as a capacity check
The calculator shows a representative workflow and compares your project with your selected current plan. It does not inspect your account usage or reserve allowance. Choose the needed features separately: a capacity match does not establish that formal approval, a managed portal, or another entitlement is included.
If the workload exceeds every published plan, the calculator asks you to discuss the requirement rather than inventing overage prices or additional seats. Software amounts are monthly USD before applicable tax. The specialist-remediation estimate is separate, subject to source acceptance, and does not add human labor to a software subscription.
Limits are enforced separately
Document remediation, upload size, members, workspaces, active Exchange cases, monitored domains, and monitored PDFs are distinct allowances. Website scanning does not consume a remediation upload until you explicitly convert a discovered PDF.
Billing support
For a payment, invoice, or plan-sync problem, contact support with the workspace name and approximate transaction time. Do not send card details or secret keys.
Related guides
- Import from Google Drive, OneDrive, or SharePointConnect Google Drive or Microsoft 365, choose PDF or DOCX sources, confirm the workspace audience, and import private copies for accessibility review.
- Get started with DocAccessibleSet up your workspace, choose the right workflow, and complete your first useful accessibility task.
- Set up an organization document portalReserve a managed organization hostname, invite your team, configure the public directory, and publish reviewed document versions safely.
- Connect a website and install PDF monitoringVerify a public domain, install the lightweight script, and begin building a bounded PDF inventory.
- Create and manage an Exchange caseSet acceptance criteria, invite a scoped vendor, and keep source files, deadlines, and activity in one controlled case.