- Help Center
- Getting Started with CountingWorks PRO
- How do I Update my Billing Information
Getting Started with CountingWorks PRO
CountingWorks PRO 3.0
CountingWorks Learning Center
- Automated Newsletter
- Online Appointments & Reminders
- Client Management
- Improve Your Presence
- Message Center
- Professional View Portal
- Tips & Tricks
- Website Editor Plugins
- Website Editor
- Social Media
- Admin Users and Roles
- Leads - Automated Lead Management
- Communication - Special Announcements
- Subscriber Management
- Client Alerts
- Portal Client View
TaxBuzz / CountingWorks
Rackspace Email Set Up
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.