Setting up your Practice CS auto renewal

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

You can now register to automatically renew your Practice CS application licenses annually to maintain access to the latest version release, application updates, and uninterrupted access to technical support via phone, email, or chat. As your firm's designated licensee, complete the following steps to set your licences up for automatic renewal.

Note: Your firm's designated licensee is assigned a role of Licensee on the My Account > Manage Accounts page. A CS Web account with administrative permissions is required to view this information.

  1. Visit the My Account page on our website and log in to your CS Web account. Show me.
    Log in screen
  2. Click the Automatic Renewals link in the My Products section to open the Automatic Renewals page. Show me.
  3. On the Automatic Renewals page, click Setup Automatic Renewal to open the Automatic Renewal Setup: Terms of Service page and review the Terms of Service. Show me.
    Automatic Renewal button
  4. To accept the Terms of Service mark the I Agree checkbox and click Continue to open the Automatic Renewal setup: Payment Options page.
  5. Setup your preferred method with a purpose of Renewals and click Accept & Continue to complete the automatic renewal setup for Practice CS. Show me.
    Method of payment

    Note:

    To use a new account, or if no accounts are listed in the Your Credit Cards and Your Direct Debits section, click Add in the appropriate section. Enter your account information, mark the Renewals checkbox, and click save to complete your changes. Show me.

    Add method of payment

    To use an existing account, click Edit next to the appropriate method of payment, mark the Renewals checkbox, and click save to complete your changes. Show me.

    Edit method of payment

Once the automatic renewal setup is complete your Practice CS renewal fees are billed to method of payment designated for Renewals automatically between October 1st and 15th each year. To process payment for your renewal now, complete the online renewal process.

Need to make changes to your renewal?

Your Practice CS product licenses that will renew automatically are listed in the Estimated 2017 Practice CS Renewal section of the Automatic Renewal setup: Payment options page. You may also view this information on the My Account > Manage my Products page.

To make changes to the Practice CS licenses you wish to renew, complete the online renewal process prior to October 1st.

Related topics

Practice CS: Current Version

My Products Downloads page

Internal notes


Support needs to be provided to all Practice CS firms until 10/15/2017 unless otherwise noted. Any questions can be routed to Customer Service.

Below are instructions on how to handle Practice CS firms that does not have a Practice CS licensee designated to an individual or are not able to renew online.

  1. Email the customer our New Master Service Agreement (MSA) and their renewal invoice. The MSA is available online.
  2. Explain the firm's designated licensee or Firm's Delegate will need to agree to the terms by signing the new terms. They must indicate who the Firm Delegate is, if it is a corporate licensed product; sign, date and provide the firm id to confirm their firm wants to sign up for auto renewal.
  3. Inform the customer to indicate the last four digits of the method of payment we have on file to use as the renewal card for future renewals.
  4. Have the customer fax or email the signed MSA and renewal in to Customer Service using the information on the renewal solicitation.
  5. Print the signed renewal documentation to Order Team via FileCabinet CS.
  6. Update the auto-renewal screen in EMS.

How to verify auto-renewal status in EMS

  1. Open the firm in EMS
  2. Click Firm
  3. Select Automatic Renewal
  4. Click the product family under Renewal Campaign
  5. The Automatic Renewal Management Detail will display who and when the automatic renewal was accepted or declined

How to update the auto-renewal screen to indicate the firm doesn't agree to the MSA

  1. Follow steps 1-4 above for how to verify the auto-renewal
  2. Click the calendar icon to chose today's date 
  3. In the dropdown menu for the Declining Firm Contact, select the appropriate name
  4. Click Save to complete

Any feedback regarding the new auto-renewal process and/or MSA should be documented in this shared document. This is internal ONLY and used for tracking purposes.