Update a Credit Card in Your CountingWorks PRO Portal

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 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 Tax CPE:

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