Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

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
    .
    note
    You are not done. By marking
    I Agree
    , you are not enrolled in automatic renewals at this point and you'll need to keep going.
  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.
Internal use only
As you receive feedback from customers on the auto-renewal process, leave feedback using this form.
Automatic Renewal status
To review the firm's automatic renewal status:
  1. Open the firm in EMS
  2. Select
    Firm
    .
  3. Select
    Automatic Renewal
     at the bottom of the list.
  4. Select the product family under
    Renewal Campaign
    .
  5. The Automatic Renewal Management Detail will display who and when the automatic renewal was accepted or declined.
Opt out
If they want to opt out of the automatic renewal, someone from the firm will need to send an email to CS.Service@TR.com containing the following:
  • Declining contact's name
  • Firm ID
  • Specific product they're opting out of auto renewal for
  • Reason for opting out
You'll need to add this information to the Flash notes:
  1. Follow the steps above to get their automatic renewal status.
  2. Select the calendar icon in the
    Decline Date
     field to choose today's date.
  3. Enter the reason for the decline in the
    Notes
     section.
  4. Save
  5. Copy the written cancellation in the notes.
If the firm isn't renewing the product, make sure the auto-renewal is declined in addition to the product marked
NLU
 in the renewal plans.

This article applies to:

  • Product: Accounting CS,Account management,AdvanceFlow,FileCabinet CS,GoFileRoom,Practice CS,UltraTax CS,Virtual Office CS,Workpapers CS