I purchased tier 2 and saw what you wrote on this thread:

“Regarding tier limits, you can process statements from 2024 onward with Smart Clerk subscriptions. If you have a substantial amount of historical data that you would like to process, that is possible as well, but it will incur a small one-time fee. Please contact us if you have such a requirement”.

1. My accounts go form September 2023 to September 2024. They don’t need to be filed yet. . Are you saying I need to purchase a subscription to get September October November December 2023 added on top of tier 2? It’s probably only 20 pages of data for those months.

2. Will I still be able to use this software after 2024? Ie. Is it lifetime?

Please can you clarify.

Thank you.