Dedicated CPA
Billing and payments

Choose the card for a monthly service

Pick the Main card and the Backup card we use for a monthly service.

  1. Step 1: Open Billing, then Monthly

    The top card shows your next invoice date and amount.

    Below it, each monthly service shows its rate and when it is due.

    Monthly services page showing Next invoice Nov 1 and one active service with $425.00/mo
    Monthly: your next invoice and your services.

  2. Step 2: Tap the service

    The service page shows the next invoice, then Cards.

    Monthly service page with the next invoice amount and the Cards section
    A monthly service.

  3. Step 3: Pick the Main card and the Backup card

    Main card: we charge this one first.

    Backup card: we charge this one if the main card fails. You can also choose No backup card.

    Cards section with Main card and Backup card pick lists, Add a card and Save cards
    Main card, Backup card, and Save cards.

  4. Step 4: Tap Save cards

    Save cards turns on once you change something. After saving you see Saved.

    Need a card that is not listed? Tap Add a card right there.

Good to know

  • The Main and Backup cards must be different cards.
  • Have only two cards and want to swap them? Add a third card first, or call us.
  • A service needs a Main card before it can have a Backup card.
  • You can swap a Backup card for another one, but not remove it from the service here.

Screens show a sample account with made-up details.

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