How do I Update my Billing Information
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      2. Getting Started with CountingWorks PRO
      3. How do I Update my Billing Information

      Updating Your Credit Card

      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 or photo at the top right
      • Click on Billing
      • On the right side under PAYMENT, click on Edit Payment Method
      • Click Add New Card on the right
      • Enter card information and click Add Card
      • IMPORTANT: On the new card, click Set as Default to save the new card for billing.

      For our Green Portal/2.0 Portal clients:

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

      • Click on Settings at the top right
      • Scroll down and click on Edit Subscription
      • Click on Update Credit Card Information to update your credit card and billing information.

      For our Legacy platform clients:

      For those on our Legacy website platform, please give us a call at 800-442-2477 x4 and we will be happy to assist you.

      For Tax CPE:

      For our TaxCPE customers, please call 800-384-1101.