Common
Plan usage
Review client, staff, storage, upload, and LLM allowances for the tax firm.
What this menu does
Help tax-firm users understand current consumption before a quota blocks client onboarding, uploads, or AI processing.
Where to find it
In the Tax Firm portal or a client workspace, select the plan badge in the top bar. The Firm home page also links to the same drawer.
When to use it
- Check whether another client or employee can be added.
- Review storage and LLM pressure.
- Confirm single-upload and file-type limits before preparing files.
Before you begin
- Use an account issued for the intended portal.
- Use a supported desktop or mobile browser.
Page regions
- 01Current plan name
- 02Client and staff usage meters
- 03Storage and LLM token meters
- 04Single-upload limit
- 05AI tier and concurrency
- 06Allowed file types
Supported operations
Review current usage
- 1
Select the plan badge or View plan usage.
- 2
Review the client, employee, storage, and LLM token meters.
- 3
Check single-upload size, AI tier, concurrency, and allowed extensions.
- 4
Close the drawer without making changes.
The drawer provides a current read-only usage snapshot for the tax firm.
Business rules and fields
- The drawer is read-only; plan assignment is managed by Platform Admin.
- Usage belongs to the whole tax firm, not only the open client workspace.
- A successful file selection can still be blocked later if the plan limit is exceeded.
States you may see
What happens next
- Users can decide whether to proceed, reduce usage, or ask the platform operator about a plan change.
Common problems
The page asks you to sign in again.
The session expired or its security token is missing.
Return to the same portal login page, sign in again, then repeat the operation.