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Updating your payment method on file

If your card expires, you change banks or simply wish to use a different payment method for your bookkeeping service, please make sure that you update our records with us prior to your next payment date.

Credit Card or Debit Card Payments

If you are paying for your service with a credit card or debit card, click here to securely update your payment information at any time.  You will need to log on using the same email address you used when you originally submitted your payment information and the change will take place automatically.

If you don’t remember what email address you used, or no longer have access to that email account, click here to securely submit your payment information.  Please do this no later than 2 days prior to your next payment date as we will need to manually update your subscription to the new payment method


Bank Transfer/ ACH Payments (clients that joined on or before December 2022)

If you are paying for your service with ACH/bank transfer, please email us at least 5 business days prior to the date of your next payment.  We will reply within 1 business day with a new form for you to fill out.  Please be sure to submit this information no later than 2 business days prior to your payment date so we can process the update in time.


Recurring Payments setup via Anchor Billing Platform (Clients that joined on or after January 2023)

Access your agreement via the link in your original email, there you can update your payment method directly.  Click here to learn more (opens in a new window)

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