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 at the top right
  • Click on Billing
  • On the right side under PAYMENT, click on Edit Payment Method
  • Edit the information that you need to update and click save.

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.