Adding a firm payment method is quick and easy—firm admins, this one’s for you!
If you’re the firm admin, start by clicking your name in the top-right corner of your screen and selecting “Firm Account Settings.”
In the “Payment Methods” section, click “Add Payment Method.”
Enter your credit/debit card or bank account information exactly as it appears on the card or bank statement, then click “Save.”
Helpful tips to keep things running smoothly:
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Make sure firm members select the firm payment method when eFiling or purchasing documents. Only charges made to the firm payment method will appear on the billing report.
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Firm members should not add the firm payment method to their personal accounts—it will automatically appear for them.
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Firm members can set the firm payment method as their default payment method or select it during eFiling.
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Click here to view a list of accepted payment methods.
Easy setup, clearer reporting, and fewer headaches—win-win! 😊