The trial
Fourteen days, no card. The premium tools open: rent tracking and Direct Debit collection, adverts, applications and viewings, e-signing, insights and the contractor register. Nothing asks for payment details, so there is nothing to cancel if you decide against it. During the trial you can add up to three properties, the size of the Solo plan.
Five things stay on paid plans even during the trial, because each one is a single high-value document or submission: the SA105 Tax Pack and Section 24 calculator, the Section 8 notice, the Section 13 rent increase notice, the possession tracker and the evidence reports. Making Tax Digital is not one of them.
After it ends
Your account becomes a free account rather than a dead one. One property stays live: the score, the certificate deadlines, email reminders at 90, 30, 14, 7 and 1 day, the document vault, the tenant portal, one new tenancy agreement a month, and Making Tax Digital with your quarterly updates and your tax return.
Properties beyond the first stay in your account and stay visible. They are not deleted and they are not held hostage; the paid features simply stop applying to them until you choose a plan. Making Tax Digital is free while you have one property, so a second property moves it to a paid plan as well.
Choosing a plan
Single is £7.99 a month for one property, Solo £14.99 for up to three, Portfolio £19 for up to ten, Portfolio Plus £29 for up to twenty, and Professional £49 for any number. Letting agents with a team have their own Agency plan. You can move between them, and cancelling is one click in the billing portal.