Billing & Subscriptions

Choose a plan, track your assessment, user, and storage usage against its limits, manage your payment method and invoices, and cancel or reactivate — all from one billing page.

The Billing page is where you manage your subscription: the plan you're on, how much of your plan you're using, and the payment method and invoices behind it. Your plan sets three hard limits — how many assessments you can run, how many users you can invite, and how much evidence storage you get — and the platform enforces those limits as you work.

You can subscribe or change plans, switch between monthly and annual billing, update your card, download invoices, and cancel or reactivate — without leaving the page.

Find it in the sidebar under Billing (/dashboard/billing). Viewing and managing billing requires a billing role — see Permissions. MSP partners have their own billing area; this page covers billing for direct customers.

Key concepts

Plans

Every direct-customer organization is on one of three plans. Each plan raises the limits on assessments, users, and storage. Prices are shown on the page in real time, with a monthly and an annual option for each.

Plan	Assessments	Users	Storage	Best for
Foundation	1	3	1 GB	Organizations beginning their CMMC journey and building evidence
Professional	3	Unlimited	3 GB	Organizations actively preparing for assessment
Enterprise	Unlimited	Unlimited	10 GB	Organizations seeking ongoing, predictable readiness validation

MSP partners subscribe to a separate MSP plan designed for managing multiple client organizations, with white-label branding included at no extra cost. That plan is managed from the MSP billing area, not this page.

Monthly vs annual billing

Every plan can be billed monthly or annually. Annual billing is charged once for the year and works out cheaper than paying month to month; the page shows the effective monthly rate and the savings alongside each plan so you can compare before you choose.

Usage against your limits

The usage card shows, at a glance, where you stand against your plan's three limits:

Metric	What it counts
Assessments	The number of assessments you've created
Users	The number of people in your organization
Storage	The total size of all evidence you've uploaded

Each is shown as a current value against your plan's maximum, with a progress bar. Unlimited limits (users and assessments on higher plans) are shown as unlimited rather than a bar.

Subscription status

Your subscription carries a status that reflects its health with the payment processor.

Status	Meaning
Trialing	In a trial period — full access before the first charge
Active	Paid and in good standing
Past due	A payment failed — update your card to restore good standing
Canceled	Ended, or scheduled to end at the period's close

A past due status doesn't lock you out immediately — there's a short grace window, and the page tells you how many days remain. Updating your payment method clears it.

Using the billing page

The Billing page brings together your current plan, your usage, the available plans, your payment method, and your invoice history in one place.

Upgrade your plan

Moving up a plan takes effect immediately so you get the higher limits right away.

Pick a higher plan

From the plan options, choose the plan you want and your billing cycle (monthly or annual).

Confirm the change

Review the change. An upgrade applies at once, and your next bill is prorated — you're only charged for the difference across the remaining time in your billing period.

Start using the new limits

Your assessment, user, and storage limits update immediately, and the usage card reflects the new maximums.

If you don't yet have a subscription, choosing a plan starts a secure checkout instead. Enter your payment details there, and you'll return to the billing page with your new subscription active.

Downgrade your plan

Moving down a plan is scheduled rather than immediate, so you keep what you're paying for until the period ends.

Choose a lower plan

Select the smaller plan you want to move to.

Clear any excess usage first

A downgrade is blocked while your current usage exceeds the target plan's limits. If you're over on assessments, users, or storage, the page tells you exactly what to reduce before the change can be scheduled.

The change is scheduled

The downgrade takes effect at the end of your current billing period, so you keep your existing limits until then. The page shows the pending plan and the date it will switch.

Changed your mind about a scheduled downgrade? Upgrading again — or switching back — before the change date cancels the pending downgrade automatically.

Switch between monthly and annual

You can change billing cycle without changing plan. Switching to annual applies immediately with proration; switching to monthly is scheduled for the end of your current period, the same as a downgrade.

Update your payment method

Your card and payment details are managed through a secure customer portal.

Open the portal

From the payment section, open the customer portal.

Update your card

Add or replace your payment method. Changes are saved securely and used for your next charge.

Return to billing

Close the portal to come back to the billing page.

View and download invoices

The billing history table lists your past invoices with their date, amount, and status. Each invoice can be opened online or downloaded as a PDF for your records.

Cancel your subscription

Canceling doesn't cut you off mid-period — you keep access through the time you've already paid for.

Start the cancellation

From the subscription controls, choose to cancel.

Confirm

Your subscription is set to end at the close of the current billing period. Until then, nothing changes — you keep your plan and its limits.

Reactivate a canceled subscription

If you've scheduled a cancellation but change your mind, you can reactivate any time before the period ends. Reactivating clears the pending cancellation and keeps your subscription running on the same plan — no new checkout needed.

Reactivation is available while the subscription is still in its paid period. Once it has fully ended, subscribing again starts a fresh checkout.

Permissions

Billing is restricted to roles that carry the billing permission.

Capability	Permission
View plan, usage, invoices, and payment method	ACCESS_BILLING
Upgrade, downgrade, switch cycle, cancel, reactivate	ACCESS_BILLING

ACCESS_BILLING is held by organization owners and admins. Members, viewers, and assessors don't see the billing page. If you open it without the permission, the page tells you billing access is required rather than showing subscription details.

Every billing change — upgrading, downgrading, switching cycle, canceling, or reactivating — requires ACCESS_BILLING. Viewing usage alone still requires the same permission, so billing details are never exposed to roles that can't manage them.

How it works

Extra detail on how limits and plan changes behave — product behavior, not internals.

How usage is measured

Your three usage figures are counted live from your organization's data:

Assessments

A count of the assessments you've created, measured against your plan's assessment limit.

Users

A count of the people in your organization, measured against your plan's user limit.

Storage

The total size of every evidence file you've uploaded, summed and compared against your plan's storage allowance.

The usage card and the rest of the platform read from the same figures, so what you see on the billing page matches what's enforced everywhere else.

What happens at a limit

Limits are enforced at the moment you try to exceed them, not after the fact:

Inviting users is blocked once you reach your plan's user limit.
Creating assessments is blocked once you reach your assessment limit.
Uploading evidence is blocked when a file would push you over your storage allowance — and for a batch upload, the whole batch is checked together, so a set of files that would collectively exceed the cap is refused as a group rather than filling you up partway.

In each case you're told which limit you've hit. Upgrading raises the limit and clears the block immediately.

System-generated documents (such as attestation records the platform produces for you) are still stored and still count toward your storage figure, but they're never blocked — the platform completes that work even if you're near your cap, so your compliance record stays truthful.

How plan changes are timed

The direction of a change decides when it takes effect:

Change	When it applies	Billing
Upgrade	Immediately	Prorated — you pay only the difference for the remaining period
Switch to annual	Immediately	Prorated
Downgrade	End of current period	You keep your current plan until then
Switch to monthly	End of current period	No change until the switch date

Because upgrades are immediate and downgrades are scheduled, you never lose access you've already paid for, and you never wait to gain access you've just paid for.

Keeping your subscription in sync

Payments, renewals, failed charges, and card updates made in the customer portal are reflected back on the billing page automatically, so your status, plan, and invoice history stay current without any manual refresh on your part.

Assessments

Run CMMC assessments — the count here is measured against your plan's assessment limit.

Users

Invite and manage your team — invitations are gated by your plan's user limit.

Evidence

Upload and organize evidence — total file size counts toward your storage allowance.

Overview

Manage your plan, and — for partners — run compliance across multiple client organizations.

MSP Portal

Run CMMC compliance across many client organizations from one place — manage and onboard clients, watch every client's readiness at a glance, reuse shared templates, and put your own brand on the platform.