ProSeries - My Account Proposed Changes to Managing Payment Methods

To make it easier for your firm to manage payment methods and any recurring billing, we are proposing changes to allow more flexibility for authorized My Account users. Please review the Current & Proposed My Account views below.

We would appreciate your participation in providing feedback to this survey.

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* 1. Which version do you prefer for managing your My Account payment methods?

Current - Only display payment methods associated with login credentials

Proposed -My Account authorized users able to view, edit, delete and use for purchasing

Comments

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* 2. Are you concerned with the proposal for payments methods to be displayed for My Account authorized users?

Yes

Comments

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* 3. If we have further questions, may we contact you?

Yes

If Yes, please provide your name and contact number

ProSeries - My Account Proposed Changes to Managing Payment Methods

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* 1. Which version do you prefer for managing your My Account payment methods?

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* 2. Are you concerned with the proposal for payments methods to be displayed for My Account authorized users?

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* 3. If we have further questions, may we contact you?

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* 4. Customer Account Number ( (In ProSeries, select Tools -> Options -> Click on Customer Information button on right hand side)

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* 5. Email Address