Billing & plans
Practice or Business plan — choosing the right one
How the Practice and Business plans differ, what we monitor for plan-fit issues, and how to switch if you've picked the wrong one.
The short version
- Practice — you manage VAT for multiple client organisations on their behalf.
- Business — you manage VAT for your own organisation.
The two plans price differently because the workflows are different. A practice grows by adding clients; a business stays focused on its own books.
What we monitor for plan-fit
We do soft, internal monitoring for patterns that often indicate the wrong plan was chosen — for example, a Practice account with a single organisation for 60+ days, or a Business account whose connected organisation name closely matches the firm name. Nothing automated happens; if a flag is raised, a human reviews and may reach out.
Switching
See Switching plans. The switch is one click, takes effect next cycle, and never disturbs your scheme data or journal history.
Edge cases
- In-house finance team running multiple group entities — Practice plan, with the parent set as the practice firm.
- Sole practitioner with one client — Practice plan; the per-org tier already accommodates a single org.
- Charity managing its own books and a related trading subsidiary — Business plan with two orgs, both eligible for the charity discount if registration covers them.