Subscription Agreement

Zepfolio is one plan with every module included. Pricing is $29 per active person per month, or $24 per person per month billed annually, with a minimum of 3 seats. Turning modules on or off does not change the price.

Seats are pooled across every company on your subscription. You pay for people, not for companies, so adding another entity costs nothing extra.

• Any person with an active login, counted once even if they work in several of your companies.
• Deactivated people free their seat on the next billing cycle.
• Customers, vendors and anyone using a public link (paying an invoice, approving a quote) are never seats.

New companies get a 14-day trial with no card required. Near the end of the trial we prompt the owner to add payment. If no card is added, the workspace becomes read-only rather than deleted — your records stay put, and adding a card restores full access.

• Monthly plans bill on the same day each month; annual plans bill twelve months up front.
• Charges are made through our payment processor to the card or bank account on file. You authorize recurring charges until you cancel.
• Adding people mid-cycle adds their prorated seat cost; removing people credits the next cycle.
• Fees are in US dollars and exclusive of taxes, which are added where required.
• Failed payments are retried. If payment stays unresolved, the workspace turns read-only until it is settled.

Subscriptions renew automatically for the same term unless cancelled. You may switch between monthly and annual, or change seat counts, at any time from the billing page; changes take effect on the next cycle unless they add seats immediately.

We may change prices with at least 30 days' notice before your next renewal. Your current paid term is never repriced mid-term.

Cancel any time from your billing page. Monthly plans run to the end of the current month; annual plans run to the end of the paid year. Fees already paid are non-refundable except where required by law, or where we fail to provide the service for an extended period and cannot correct it.

Card and bank payments you take from your customers run through your own processor account, connected inside the platform. Those processing fees are set by that provider and are separate from your Zepfolio subscription. You are the merchant of record for those transactions, including refunds and chargebacks.

After a subscription ends, the owner has a limited wind-down period to export company records — customers, invoices, projects, time, files and reports. After that, data is deleted or de-identified except where we must retain it for legal or tax reasons. Export before you cancel if you need the records right away.

We may suspend or limit a subscription for non-payment, for exceeding paid seats, or for use that violates the Terms & Conditions. We will tell the owner why, and restore access once the issue is resolved.

If a signed order form or written agreement conflicts with this page, the signed document controls. Otherwise this agreement, the Terms & Conditions and the Privacy Policy form the full agreement between us.

Billing questions: billing@zepfolio.com