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How Do I Add or Remove Payment Accounts in re:Search?

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NOTE: The payment information added to all re:Search accounts are password protected by your login credentials. If you still do not trust your re:Search account with your payment information, you may delete your Payment Accounts after use.

If you need to makes change to your payment account, follow the instructions below:

 

1. Click on the re:Search icon at the top left to get to the Dashboard.

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2. At the Dashboard, click on the 3 horizontal lines at the top left, select My Account.

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3. Locate the My Payment Methods field.

 

4. To add a Payment Account, click on the "Add A Payment Method" on the right side of the screen.

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5. To remove a Payment Account, click on the Delete directly to the right of that Payment Account. Note:

If you see (Efile Firm Account) next to the credit card information, you will need to go to the efile site to remove/manage the account. 
  • If you added the Payment Account via the re:Search website, then it should appear in the eFile website and vice-versa.
 

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Note: If you select "Set as Default" next to your preferred payment method, you can use this account for document and subscription purchases quickly.