Oct 1, 2026
Bench adds 12-month commitment for tax plans
What changed
- Added a mandatory 12-month commitment for monthly tax filing plans.
- Added a requirement to purchase tax services at least 3 months before filing deadlines to get monthly pricing.
- Clarified that "Bring Your Own Bookkeeping" (BYOB) clients are subject to a review and may be charged for cleanup.
- Specified that catch-up bookkeeping is billed at a discounted bundle rate when paired with annual packages.
Why it matters
Bench is tightening its terms to prevent customers from signing up only for tax season. By requiring a 12-month commitment and a 3-month lead time before deadlines, they are ensuring more predictable, year-round revenue and avoiding last-minute rushes.