How do I upgrade my free Starter account to a paid Basic account? (Payment by Credit Card, Purchase Order/Check, ACH)

Prerequisites 

  • CCH Starter Account

Supported Payment Methods

  • Credit Card
  • Purchase Orders/Check
  • ACH Direct Debit Transactions
  1. Log in to your CCH account.
  2. From your CCH Dashboard, click the Upgrade Now button.
    1.Upgrade-Button


  3. Check the box next to Basic Subscription and select any other options you want to add. Click the Checkout button when finished.
    2.quote_page

Credit Card Payment

  1. Select the Credit Card option in the PAYMENT BY pull down menu.
  2. Fill out your credit card information and click the Purchase button.
    3.Upgrade-CC


Purchase Order/Check

  1. Select the PO# option in the PAYMENT BY pull down menu.
  2. Fill out your purchase order information and click the Purchase button.
    4.Upgrade-POO


  3. NOTE: Your account will not be upgraded until a sales rep reviews and approves your purchase order, and payment is received.

ACH Direct Debit Transactions

  1. Select the ACH option in the PAYMENT BY pull down menu.
  2. Fill out your bank information:
    • Your bank name
    • Your bank account type (checking/savings)
    • Your bank routing number
    • Your bank account number
    • Your name associated with the bank account
    • Your e-mail associated with the bank account
    • Your billing address associated with the bank account
  3. Click the Purchase button.

    5.Upgrade-Check