Plan changes
How to ask about changing your Uplinq service, adding work, pausing, or canceling.
Service changes need review by the right Uplinq team. Work with your Uplinq sales representative or accounting manager before assuming billing, scope, or active work will change.
When to use this path
Work with your Uplinq sales representative or accounting manager when you want to discuss:
- adding a company or entity;
- adding catch-up, tax, advisory, or other work;
- changing your ongoing service;
- pausing service;
- canceling service;
- changing billing ownership or company details;
- asking whether something is included in your current scope.
What to include
Include:
- company name;
- what you want to change;
- when you want the change to start;
- whether there is active bookkeeping, filing, or catch-up work underway;
- any deadline tied to the request;
- who should approve the change on your side.
This helps Uplinq route the request and avoid changing the wrong account or workstream.
Do not assume a comment changes service
A comment on a transaction or file request is useful for bookkeeping context. It is not the right place to change your plan, pause billing, or cancel service.
Work with your sales representative or accounting manager for service changes.
If you are not sure whether something is included
Ask before sending sensitive files or waiting on work you are unsure about. Your sales representative or accounting manager can confirm whether the request belongs in your current service, needs a scope change, or should be handled another way.