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Approve Recurring Payments

You will receive an email from your accountant, labeled L & M Tax Plus, Invoice #-- from L & M Tax Plus.

  1. Once you open the email, you will see a button labeled Pay Invoice. Select it.

  2. Next, you will see "How would you like to pay?" Select Bank payment (ACH). If you need to select credit or debit card, inform your consultant. A 3 percent processing fee will be added to your monthly invoice.

  3. Select your bank or search for your bank. If you do not want to connect with Plaid, click the x in the top right corner of the Plaid pop-up box.

  4. Then enter your account information manually.

  5. Fill out the rest of the form.

  6. Then sign to authorize.

  7. Click the Pay button.

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