Opting into the automatic renewal process allows your firm to streamline the annual renewal of your programs. The service is free, easy, and guarantees your firm savings because you are taking advantage of any available early renewal discounts.

Our automatic renewal process works like other automated renewal or subscription services you may be familiar with. Once enrolled, your firm will be set up to benefit from your annual renewal being automatically processed around the product's expiration date every year. The process is simple:

• You'll receive an email communication approximately 90 days before your expiration date that will include full detail of your firm’s renewal and a reminder of the credit card your firm has on file that will be automatically charged.
• Approximately one month before the expiration date you'll receive a second reminder email that will confirm the date we will process the renewal. For UltraTax CS, this date will be on or around July 14, 2021. For any other program, it will be within 2 weeks of the product's expiration date.
• A confirmation email will be sent once your automatic renewal has been processed and your credit card charged.

The automatic renewal model offers many benefits:

• Peace of mind — You won’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 continued access 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 been processed, you will also receive a confirmation email.
• Savings — Firms that take advantage of the UltraTax CS automatic renewal are guaranteed the best renewal pricing, including any early renewal discounts.

Access Manage My Products and you will be prompted to begin the renewal process. The following steps are what you can expect from the one-time enrollment.

1. You will be presented with an option to read the Updated Terms of Service and will need to mark the I Agree checkbox to click Continue. By marking I Agree, you are not opted-in to automatic renewals at this point.
2. You can then review and process the renewal using the steps in the Renewing your programs article.
3. Once you've completed the renewal and before you are presented with the order confirmation, you will then have the option to opt-in to automatic renewals. Simply review the information and click Continue, and you will then receive your order confirmation on the next page.
   • If you don't want to opt-in to automatic renewals, simply click the Decline checkbox and click Continue to access your order confirmation.
4. If you enroll in automatic renewals and have administrative privileges, we will also ask you to designate a method of payment to use for the future renewals.

If you'd like to sign up for automatic renewals but were unable to do so online, send us an email indicating you'd like to enroll in automatic renewals and include your firm ID.

If you need to make adjustments to your renewal, you will 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. If you need help, see the steps for processing your renewal online.

If you need to add or remove your account from automatic renewals simply manage it online to update your preferences.

1. Login to My Account and select Automatic Renewals under My Products.
2. On the Automatic Renewals page, mark the checkbox to add a product to automatic renewals. If you wish to un-enroll from automatic renewals, simply uncheck the box.
3. Once you've made your selection, click Update Renewal Subscriptions to save your change.