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 selecting Make Primary or Add a Payment Method.
4. Fill out the credit card or checking/savings form.
5. Select Edit to 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.