User Management, Security, System, and Subscription & Billing

Invite in colleagues & clients, manage their permissions and security, view the system requirements, and manage your subscription

Daniel Walls avatar James Erving avatar Samantha McGanney avatar +3
26 articles in this collection
Written by Daniel Walls, James Erving, Samantha McGanney and 3 others
Subscription & Billing

Starting a Fathom subscription

Choose a plan that's best for you. Everything you need to know to effortlessly sign up to a Fathom subscription.
James Lin avatar
Written by James Lin
Updated over a week ago

What is a 'company' in Fathom for billing purposes?

Explains how companies, divisions and groups are billed for in Fathom
Daniel Walls avatar
Written by Daniel Walls
Updated over a week ago

Updating Payment Details

Learn how to update your debit/credit card details in Fathom to continue your subscription
James Lin avatar
Written by James Lin
Updated over a week ago

Can I transfer data to a new Fathom account?

Learn more about what to do if you wish to transfer any company files, reports, or settings across different Fathom accounts.
Samantha McGanney avatar
Written by Samantha McGanney
Updated over a week ago

How do I access a previous Fathom account?

How to access Fathom if you had a previous trial or subscription
Samantha McGanney avatar
Written by Samantha McGanney
Updated over a week ago

Accessing your invoices

Want to see your payment history within Fathom? View, download, or automatically email your invoices.
Daniel Walls avatar
Written by Daniel Walls
Updated over a week ago

Adding an invoice note

Learn how to add an invoice note to each company file to segment clients for billing purposes.
Samantha McGanney avatar
Written by Samantha McGanney
Updated over a week ago

Adding your logo to Fathom

Brand or white label Fathom with your firm or organisation logo
Allanah Miller avatar
Written by Allanah Miller
Updated over a week ago

Cancel my account

Need to cancel your Fathom subscription? Learn the correct way to terminate your account within Fathom.
James Lin avatar
Written by James Lin
Updated over a week ago

Fathom Account/Billing: Sales Tax Collection (USA)

Up to date list of states for which Fathom collects sales tax
Samantha McGanney avatar
Written by Samantha McGanney
Updated over a week ago