Appendix A: website facts to fix

Pricing page FAQ

No annual plans

Yearly toggle with 20% off

Update the FAQ to describe yearly billing

Help page, affiliate page

14-day free trial

Pricing page lists no trial; Free plan exists

Remove the trial or add it to pricing

Compare and HGAR pages

Old $29 and $39 prices

Standard $30, Pro $50, Growth $90

Update prices

Security page, other pages

"SOC 2-aligned" and "SOC 2 Type II"

Each other

Use one accurate statement; claim Type II only with a report

Home page vs AppSumo answers

12,000+ institutions vs 8,000+ banks

Each other

Use Plaid's current figure everywhere

Home and about pages

6,000+ and 5,800+ users; 1,500+ and 2,000+ CPA clients

Each other

Pick one current number per stat

Some stat blocks

"0+"

Placeholder never filled

Fix the counter

Pricing page

Classes on Pro: "up to 10" and "Soon"

Each other

Show one status

Home page FAQ

Quarterly tax estimates are live

Tax module listed as coming soon

Align with the product

Privacy policy

ZIP code "113752"

Correct ZIP 11375

Fix the typo

Privacy policy vs terms

Trains AI on data "with identifiers removed" vs "anonymized or aggregated"

Each other, and a public AppSumo reply saying data is never used to train AI

Use one statement everywhere

Data retention policy

Deletion within 24 hours vs data kept 90 days after deletion

Each other

Explain the sequence in one sentence

Security page vs AppSumo reply

MFA by authenticator or SMS vs email code

Each other

List the methods available today

Bank history

18 months on older pages, 24 months on newer

Each other

Use 24 months everywhere

Footer "Security" link

Reported by a user to show no content

Security page

Check the link