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Internal: Reinstatement policy for expired products

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When a product license is allowed to lapse the software can be renewed on a prorated basis or repurchased based on the length of time the software has been expired. Review the product's expiration date within the Enterprise Management System (EMS) and use the following guidelines, examples, and Renewal Calculator  to create a custom prorated renewal.

Guidelines

If a product is expired, the renewal will be for the next standard renewal date. The pricing will be the standard prorated amount for the number of months the renewal will cover. If the next standard renewal date is less than five months away, the renewal should be set to expire the following year.

Examples

Practice CS was set to expire on 10/1/2015 and the user renewed on 12/12/2015. The software expiration date would be 10/1/2016.

Accounting CS expires on 8/1/2018. The first renewal will be through 3/1/19 and the cost is for 7 months.

FileCabinet CS expires 7/1/2017. The first renewal will be through 11/1/19 and the cost is for 16 months.

Greater than 4 years: Repurchase

Licenses expired for more than four years must be repurchased. Determine which products are of interest and contact the sales team via email to Sales Reception. Request the Sales Admin team assign a Sales Representative to the account as needed, and which products need to be repurchased. See the Repurchase software article for more detail.

If the license for Accounting CS or Accounting CS Payroll has been expired for two years, or if UltraTax CS has been expired for one year, it will be a new sale if the firm wants to update the license. Advise the sales representative that the client would like to begin using the product again, and sales will work with the firm to ensure they are properly licensed.

Additional Resources

Licensing Graces Periods for All CS Professional Suite Applications

No Longer Using (NLU)

Expired Software Renewal Campaign Calls

Repurchase software