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This article applies to:

  • Product: Accounting CS,Account management,Engagement Manager,FileCabinet CS,Fixed Assets CS,GoFileRoom,GoSystem Tax RS,NetClient CS,Planner CS,Practice CS,UltraTax CS,Virtual Office CS,Workpapers CS
  • Subject: User account,Billing

Add or update your credit card or bank account information

We need a credit card or bank account on file to process automatic payments for most of your applications and services.
  1. Sign in to Self Service Portal as an administrator.
  2. On the
    Billing
     tab, select
    Manage payment methods
     in the Quick links section.
    note
    If the
    Manage Payment Methods
     link doesn't work, you don't have administrative access.
  3. Select one of the following:
    • Add
       to update the credit card number or bank number.
    • Edit
       to update anything else in an existing credit card or bank account.
  4. Enter the information about your credit card or bank account.
  5. Select
    Save
    .
  6. You can select
    Remove
     if you want to remove an old account.
    tip
    To add funds to your pre-paid PRP account, email Customer Support. Include the amount to add and only the last 4 numbers of the credit card or bank account number. For confidentiality, don't include your full payment method.
Internal use only
To view or manage the method of payment in EMS, use the following steps.
  1. Open the firm in EMS.
  2. Select
    Credit Card Exp
     in the Firm Information screen.
    note
    The methods of payment on file are listed and include the related services in the Services column.
  3. To add a new method of payment:
    1. Select
      Add
      .
    2. Select
      Credit Card
       or
      Direct Debit
      .
    3. Enter the account numbers.
    4. If the card is used for recurring services, select each one in the Payment Services Selection, then use the
      Right arrow
       to move them to the Selected column.
    5. You can also add the Cardholder Information.
      note
      This is helpful, but not required.
    6. When you've finished, select
      Save
      .
  4. To update an existing method of payment, select the
    Account number
    , then
    Edit
    .
  5. To remove an existing method of payment:
    1. Use
      Edit
       to remove the services from the method of payment.
    2. Select the account number.
    3. Select
      Remove
      .
  6. To change the method of payment for a financed order:
    1. Select
      Edit Payment — Order As so
      .
    2. Select the account for the
      Payment Method
      .
    3. Change to an existing account, then select
      Save
      .
  7. To review the history associated with a method of payment: select the account number, then
    History
    .
  8. To view the history of a removed payment method: select
    View End-dated Accounts
    , then review the actions related to the method of payment.
important
Canadian Firms: use
AA
 for the State and
00000
 for the ZIP Code to add Canadian credit cards to EMS.