What are credits and how does CounselPro count usage?
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CounselPro runs on credits. A bank statement page costs 1 credit, and denser pages like tax forms cost 2. Your plan comes with a yearly balance to draw from.
CounselPro bills by credits, not by a monthly page cap. You get a balance of credits with your plan, and each page you process draws from it. That is the whole model.
How many credits does a page cost?
The cost depends on how much is packed onto the page:
1 credit per page for a bank statement, a credit card statement, or a check image. These are your everyday financial records.
2 credits per page for a tax form or an investment or brokerage statement. These pages carry far more to pull, so they cost more.
You are charged by the page, so a 40-page bank statement costs 40 credits and a 20-page brokerage statement costs 40.
How many credits do I get?
A single project includes 1,000 credits, enough for most single matters, and you can add more up to a 10,000-credit cap.
Every annual plan includes 12,000 credits for the year, ready the moment you sign up.
You draw from that balance as matters come in. Nothing is metered month to month, so a heavy month followed by a quiet one evens out on its own.
What happens if I need more?
If a big case runs your balance down, you buy more. See what happens when I run out of credits for how packets work, and when does my usage reset for how the yearly balance renews.
Credits are about page volume, not features. Your plan decides which tools you get (see what's included in each plan), and credits decide how many pages you can run through them.
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