Updating your billing information for Lacerte

You're now able to update your payment method and billing information through My Account.

To update your payment method and billing information:

1. Sign in to My Account.
2. On the left of the screen, go to Billing ⮕ Payment methods.
3. Select an existing method by clicking Make Primary or click on Add a Payment Method and fill out the credit card or checking/savings form.
4. Clicking Edit will allow you to update the expiration date, security code, or billing address for an existing credit card.
   • An e-mail is sent to confirm account changes have been made.
   • Changes to your billing information may take up to 4 hours to process.

Additional information:

• Billing Profile Masking - When a bank account number is entered and is less than 8 digits, the entire number is encrypted i.e. last four digits won’t remain the same.