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How to switch from a regular to a Human plan

Learn how to add Crypto Accounting Service to your CryptoBooks plan

Updated over a week ago

If you want to fully delegate all the work required to produce your tax report, you can upgrade to a CryptoBooks Human plan. This plan includes our Crypto Accounting service, added to your current subscription.


How to switch your regular plan to a Human one

Follow this procedure if you want to add the Crypto Accouting Service to your CryptoBooks plan:

  1. login into CryptoBooks and click on the Settings button at the bottom of the menu

  2. in the Subscription section, click on the Redeem offer button on the CAS subscription row and you'll be taken to the checkout page

  3. here you'll be able to check the price difference you need to pay to activate the Human plan and take advantage of the Crypto Accounting Service

  4. the banner will inform you of the delivery date of your tax reports, provided that you book your first call with your crypto accounting expert within 5 days from the purchase date

  5. choose whether to pay with your existing payment method or select a new one. Click on Show if you have a discount code to apply and/or click on Show details if you are buying the subscription as a company and need an invoice

  6. click on the Pay button to complete your upgrade to the Human plan

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