My Account

Access My Account

There are several ways to access My Account:

• Log directly into My Account with the credentials associated with the account. The My Account page opens.
• Click My Account on the top of any Help Center article then log in with the credentials associated with the account. The My Account page opens.
• When logged into the Desktop Application (PM), access My Account by clicking Help > Manage Account. Then, select the appropriate option and the page opens.

Manage Profile

View or edit the contact information.

1. Click Manage Profile under the Billing section. The Manage My Profile page opens.
2. View and edit the Billing Address, Primary Contact Info, or Owner Info as necessary.
   • If the Primary Contact Info or Owner Info is the same as the Billing Address information, click to select "Same as billing information".
3. Click Save Info if any changes were made.

Change Payment Information

Update credit card or ACH payment information used to process monthly payments for the account.

Note: For accounts with multiple practices, the payment method only needs to be updated in one practice to change the payment method for the account. The entire account's invoice will be charged to the updated payment method.

1. Click Change Payment Information under the Billing section. The web platform login page opens.
2. Enter the Email Address and Password then click Sign In. The Update Payment Method page opens.
   • If there a multiple practices, click to select the appropriate practice. Then, the Update Payment Method page opens.

To learn how to access this feature in the Desktop Application (PM), review Update Payment Method.

Cancel Account

The account owner can request to cancel the account by creating a case. To avoid delays, the request must be submitted by the account owner.

1. Review the Pricing & Billing Policies then click Create & Track Cases under the Customer Care section. The web platform login page opens.
2. Enter the Email Address and Password then click Sign In. The New Case page opens.
   • If there a multiple practices, click to select the appropriate practice. Then, the New Case page opens.