Absolutely! We offer a 10-day free trial for all our tools. If you decide to subscribe, your data will seamlessly transfer to your paid account.

The 10-day free trial gives you full access to Social Security Timing® so you can explore all features, input client data, generate reports, and test strategies risk-free.

The paid subscription provides ongoing access to the platform, including unlimited client cases, regular updates, continued expert support, and access to additional resources like our field-tested PowerPoint presentation and script to help you attract new business. Subscribing ensures you have the tools and support to consistently deliver optimized Social Security strategies to your clients.

Covisum software subscriptions are designed for single-user access. However, you can extend access to your team with an Associate License. Each associate added under your primary account receives full access to the same tools and features, enabling seamless collaboration and continuity. It’s a cost-effective way for firms and advisor teams to streamline workflows, delegate tasks, and maintain centralized control all without duplicating subscription costs.

Once you have an active subscription, visit the "My Team" page to add Associate Licenses for $30 per additional user which grants access to all the tools in your primary subscription.

Yes, you can switch between monthly and annual billing at any time. If you switch from monthly to annual, you'll be charged the annual rate immediately. If you switch from annual to monthly, the change will take effect at the end of your current annual billing cycle.

Your subscription begins 10 days from the day you sign up for a free trial. For monthly plans, you'll be billed every 30 days. For annual plans, you'll be billed once per year. You can cancel at any time, but refunds are not provided for partial months or years.

No, all of our subscription plans include unlimited client profiles. You can manage as many clients as you need without any additional charges.