Getting Started

Upgrade From Trial to a Paid Plan

Most teams start with a SecureSlate trial to explore the product. When you’re ready for ongoing access, you can upgrade to a paid plan directly from your dashboard.

SecureSlate offers three paid plans:

  • Starter
  • Pro
  • Ultra (includes the auditor fee)

Both monthly and annual billing are available. Annual billing is recommended because it includes 30% off.

For pricing and feature details, see SecureSlate Plans.

Step 1: Start from your trial account

If you haven’t started a trial yet, begin here:

Step 2: Open the upgrade card in the sidebar

In your dashboard left sidebar, you’ll see an Upgrade card (or upgrade prompt).

  1. Click the Upgrade card
  2. You’ll be taken to the Pricing page

Step 3: Choose a plan and billing cycle

On the Pricing page:

  1. Choose Starter, Pro, or Ultra
  2. Select Monthly or Annual billing
  3. Continue to checkout

If you’re unsure which plan to pick:

  • Choose Starter for core platform access on a small team
  • Choose Pro when you need more seats, automation, and the ability to assign your own auditors
  • Choose Ultra when you want the platform and the auditor fee included

You can adjust later as your needs change.

Step 4: Complete payment

Enter your payment details and complete checkout. Once payment succeeds:

  • Your account is automatically upgraded to the selected paid plan
  • Paid-plan access is enabled immediately in SecureSlate

Last updated: April 7, 2026

Jamie
Virtual Agent

Hi! I'm Jamie. Curious about your current compliance challenges and how automation might help your team?