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General Sales and Support
Purchase and Renewal
Do you automatically renew my subscription?
How do I renew my subscription?
Can you tell me a little more about the Expert Review?
Upgrade to Premium
Can others in my financial planning office use this software?
Can I use the household version to help my friends?
Security and Privacy
Is my data secure?
Will your software work on my iPad, tablet, phone, etc.?
What operating systems (Mac, Windows, etc.) does your software work on?
Troubleshooting Login Problems