This guide walks accountants and bookkeepers through upgrading their firm's own Relay Account to the Grow Plan or Scale Plan on desktop, typically a two-minute task.
What you need before you start
A Relay firm account with owner or admin permissions
Access to a desktop or laptop browser (mobile upgrades aren't supported yet)
Payment details on file, or ready to add at checkout, if you're upgrading to Scale Plan
Upgrading a client's account uses a different flow. See Upgrading a client's account to the Grow or Scale Plan for that path.
How do I upgrade my firm's plan to Grow or Scale?
Upgrades run through Settings > Billing and Plans > Change Plan on the desktop web app. Follow these five steps:
Sign in to your Relay Account on a desktop or laptop browser.
Open the Settings tab.
Click Billing and Plans, then click Change Plan.
Scroll down and click Upgrade beside Grow Plan or Scale Plan.
Scroll down and click Checkout to confirm the change.
Your new plan takes effect as soon as checkout is complete.
How much does each plan cost for my firm's account?
Firm accounts have their own pricing: Grow Plan is included at no monthly cost, and Scale Plan is $90 per month.
Starter Plan: included at no monthly cost, and is the default plan on every firm account
Grow Plan: included at no monthly cost for your firm's business account
Scale Plan: $90 per month for your firm's business account
Client plan pricing is separate from firm pricing and depends on your Partner Program tier. See Joining the Relay Partner Program for the current tier rates.
Why can't I upgrade my plan in the Relay mobile app?
Plan upgrades are only available through the desktop web app. The mobile app doesn't yet include Billing and Plans controls, so sign in from a browser at relayfi.com to change plans.
Do accountants and bookkeepers get a trial of Grow or Scale for clients?
No, the Grow Plan and Scale Plan are not offered on a trial basis for client accounts. Firms enrolled in the Partner Program receive discounted client pricing based on tier instead.
Common issues
Change Plan button is grayed out. Your Relay role likely doesn't include billing permissions. Ask your firm's account owner to run the upgrade, or update your permissions first.
Upgrade option is missing on mobile. Plan changes require desktop. Sign in at relayfi.com on a laptop or desktop browser.
Checkout won't complete. Most often this is a card decline or an expired payment method. Update your billing details under Settings > Billing and Plans and try again.
You upgraded a client account by mistake. Client upgrades use a different flow. See Upgrading a client's account to the Grow or Scale Plan (linked below) to make changes.
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