Frequently asked questions

UK small business owners and directors. Limited companies come first, and sole traders are welcome too. Business Manager is for the business: the organisation holds the account and can have several users.

By Direct Debit, monthly. Prices are shown without VAT; VAT at 20% is added on your invoice. Your payments are protected by the Direct Debit Guarantee, and we tell you the amount and date before every collection.

No. The plan rolls monthly and you can cancel any time; it ends at your next billing date.

Yes. An upgrade starts straight away, and the new price is collected from your next payment. A downgrade starts at your next billing date.

No. It gives general information from our guides and your own company profile. It will not tell you that you are compliant, and it points you to a qualified professional for investment advice, your specific tax position or a legal dispute. You can ask a partner expert on the Growth and Pro plans.

No. Each template is marked "review before relying on it; not legal advice" and shows its version and date. For anything unusual, ask a solicitor.

In the UK, on our own server. Files are stored under random names with a checksum, and every access to a shared file is recorded. Read the draft privacy notice for the detail.

Only if you invite them with the accountant role or share a file or folder with an expiring link. Accountant sharing is part of the Growth and Pro plans.

Business Manager is a separate service linked to WeFund Business. If your company needs funding, WeFund Business can help; WeFund clients are offered membership.