How Do I Update My Billing Address?

The billing address reflected on the statement is the one provided for the credit card. If this address was also changed, then for security purposes, you will need to update your billing address and re-enter the credit card number at the same time. 

For our 3.0 Portal clients:

You can update your credit card or payment details at any time when you log in to your website admin at app.countingworkspro.com.

• Click on your initials at the top right corner.
• Select "Billing" from the dropdown menu.
• Under the "PAYMENT" section on the right side, click on "Edit Payment Method."
• Update the necessary information.
• Click "Set as Default" to save the new card for billing.
• Finally, click "Save" to confirm the changes.

For our Green Portal/2.0 Portal clients:

You can update your credit card at any time when you log in to your website admin at portal.countingworkspro.com.

• Click on "Settings" located at the top right corner.
• Scroll down and select "Edit Subscription."
• Choose "Edit or Update your credit card information" to update your billing details.

For our TaxCPE clients:

Please call 1-800-384-1101 for assistance.