How to manage your plan and billing

Your subscription plan determines which features are available and how many properties you can manage. New accounts start with a 14-day Portfolio trial.

Plans at a glance

• Basic (£5.99/month) — 1 property, Making Tax Digital, no AI
• Portfolio (£14.99/month) — unlimited properties, AI assistant, MTD
• Fully Managed (£79.99/month) — everything in Portfolio plus end-to-end rental management and a human agent

Step 1: Open Settings

Go to Settings from the sidebar (under Account), then click Billing.

Step 2: View your current plan

The billing page shows your active plan (or trial), property limit, and next billing date. You can see which features are included.

Step 3: Upgrade or change plan

Click Change plan to see available options. Select a plan and confirm via Stripe Checkout.

Step 4: Manage payment method

Update your card or payment details through the Stripe customer portal. Click Manage payment method to open the secure billing portal.

Step 5: View invoices

Past invoices are available in the billing portal. Download them for your records or accounting.

Tips

• If you hit your property limit, you will see an upgrade prompt when trying to add a new property.
• AI assistant and Tax (MTD) are gated by plan — upgrade to Portfolio to unlock AI.
• Downgrading takes effect at the end of your current billing period.