How do I change my bank account information?

If you are changing banks, credit card processors or any of your other financial settings, please call your customer success manager at (513) 791-4940. We’ll walk you through all the steps to seamlessly change those details without interrupting any service for your clients. Please have all your new account information, including any account numbers associated, …

How much customer support is included in my plan?

All eSoft Planner clients receive unlimited customer support from their own customer success managers who is familiar with their industry. Your rep will be personally available to you by phone or by email.