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YEARLY
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Questions Typically Asked
If you have other questions please schedule a demo.
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Is the price on a monthly basis?
Typically, yes. The cost is per company per month. In an annual plan, the cost is per company per year.
How are the annual billing and monthly billing different?
Annual Plan
The annual plans are billed per company per month. As each company is added, throughout the billing cycle (year) the cost is billed immediately for the prorated annual license cost. That cost is determined by the package selected.
Monthly Plan
The monthly plans are billed at the beginning of the cycle. Each company that is added in the middle of a billing cycle is tracked and billed at the beginning of the next cycle for the prorated amount of month that was remaining when that respective company was added. For this reason, there are occasions where the bill appears to be higher than the agreed-upon price. This is caused because the new cycle begins with a bill for all of the companies added and the prorated amounts for the companies added during the prior period.
Can the licenses be changed if the company doesn’t need reports?
Certainly. The licenses are not specific to any connected company, however, keep in mind that the reports and dashboards created are company-specific, so they will be lost when the company is disconnected.
Is there a contract?
Unless explicitly stated, there are no contractual obligations to continue to use Reach. If we can’t impress you, we understand if you need to go! With that said, there are no refunds for unused billing cycles, monthly or annual.
Can we cancel anytime?
That sounds like a terrible idea, but yes. 🥺
How soon can we setup the white label?
The white label process can take up to two weeks to set up. The setup process is time-consuming and therefore begins when the white label billing is completed.
How soon can we start training and implementation?
Almost immediately after the subscription is started.
How extensive is implementation?
There is almost no “implementation”. The training is thorough and there are videos and in-person training for individuals and groups based on the plan selected.
How does the package pricing work?
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Easy Customization
A robust toolset that is easy to use.
Data streams from your accounting software giving access to all the data needed to create power financial stories. We make sure your data is always in Reach.
Live Data.
Live Reports.
Live Dashboards.
Always live, ready, and at your fingertips.
Reports and Dashboards built with live data. Connect your Quickbooks Online, Quickbooks Desktop, Xero, or other data from Google Sheets. Keep all your data in one place and keep your data live.
UNDERSTANDING DATA IS CRITICAL
Become your clients financial Hero!
Drag and Drop Report Builder
Place visual metrics populated with your data into your reports.
Providing your clients with beautiful, easy to understand reports is easy. Simply choose from our template library or create and customize your reports using intuitive visual controls to add, delete, and move elements on the page.
Share PDFs or Dashboards
Reports were meant to be shared.
We unlock the power of our spreadsheets turning Reach Reporting into your personal playground. You know what you are doing and we won’t limit you.
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