How to sign up for Deferred Payment Option with Lacerte

Follow these steps to opt into the Deferred Payment Option:

1. Sign in to My Account.
2. From the left of the screen, select Billing ⮕ Payment methods.
3. Review your payment method and make sure it's up to date.
4. From Billing ⮕ Deferred payment option.
5. Review the Terms and Conditions.
   
   
   
6. Select the I understand box.
7. Select Enroll Now.
8. Select the View Quote link to see products renewed using the Deferred Payment Option.