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Renewing CS Professional Suite applications

Automatic renewal overview

You can select to automatically renew your software every year so you get uninterrupted access to the most current versions of your products.

What is automatic renewal?

Automatic renewal is a free service that streamlines the annual renewal of your products and guarantees your firm savings because you automatically get any available early renewal discounts.

How does automatic renewal work?

Once enrolled, your firm is set up to be automatically processed around the product's expiration date every year. The process has 3 steps:
  • You'll get an email about 90 days before the expiration date that will include details of your firm’s renewal and a reminder of the credit card that will be charged.
  • About a month before your software expires, you'll get a 2nd email that verifies the date we’ll process the renewal. For UltraTax CS, this date will be mid-July. For any other application, it will be within 2 weeks of the product's expiration date.
  • You'll get a confirmation email once your automatic renewal has been processed and your credit card has been charged.

What are the benefits of an automatic renewal?

Automatic renewal has multiple benefits:
  • Peace of mind — You don’t have to worry about overlooking renewal notices or missing the UltraTax CS early renewal deadline each June. With automatic renewal, you’ll always have access to the latest updates and to product updates and support.
  • Convenience — You’ll get several reminder emails communicating the details of your upcoming renewal and the exact date when the renewal will be processed. After it's processed, you'll get a confirmation email.
  • Savings — You're guaranteed the best renewal pricing, including any early renewal discounts.

How do I sign up for automatic renewals?

Go to
Manage My Products
 to begin the renewal process.
  1. Read the Updated Terms of Service and mark the
    I Agree
     checkbox then select
    Continue
    .
  2. Review and process the renewal.
  3. Mark the checkbox for automatic renewals and select
    Continue
    .
  4. If you have administrative rights, you can designate a method of payment for future renewals.
  5. Review your order confirmation.

How do I manage my renewal options?

  • If you need to make adjustments to your renewal, you'll need to process the renewal with your changes before the automatic renewal happens. If a product was renewed that you don't need, contact customer support.
  • If you need to set up financing for the order, be sure to do so before the automatic renewal is processed. The ability to finance the order will be on the confirmation page of your renewal.

How do I change my automatic renewal preferences?

If you need to add or remove your account from automatic renewals, you can do it online.
  • Go to My Account, My Products, then select Automatic Renewals.
  • Mark the checkbox next to the products you want to renew automatically. Unmark the checkbox for the products you don't want to renew automatically.
  • Select Update Renewal Subscriptions to save your changes.

This article applies to:

  • Product: Accounting CS, Account management