At Horizon West Bookkeeping, we are committed to prioritizing the security of our clients’ financial information. That’s why we are excited to announce that we are moving our receivables to a cutting-edge platform called Plooto. This strategic decision aligns perfectly with our mission to provide our clients with a seamless and secure experience. With this move, we are reinforcing our dedication to safeguarding your trust and enhancing the overall reliability of our services.

Your monthly fees will stay the same and will be automatically withdrawn on the first of the month. Below you will find instructions about the process of making this move to Plooto.

First, you will receive an email that looks like this:

Next, click on the green “Continue to Plooto” button. That will bring you to this screen:

Then, click on the blue “Pay With My Bank Account” button. Your next screen will look like:

Notice there are 2 options here- Connect to your Account and Manually connect using Bank Account details. You will first want to try to connect to your bank account by typing in the name of your bank and follow the on screen prompts to log into your bank account and select which account to connect. If you are unable to connect directly to your bank account, you will be directed to the following screen to enter your Routing and Account number.

This is a multistep process and will take a few days to complete. First you will enter your Routing number and Account number. In the next day or two, Plooto will make a $0.01 deposit into your account and a unique code (3 letters and 3 numbers) will appear in the transaction description on your bank statement. You will receive an email when the deposit has been made. It will look like the following:

You will click on the green “ENTER YOUR PIN” button. This will lead you to the following screen where you will enter the unique pin that appeared on the memo of the $0.01 deposit.

After you have entered your pin and clicked the “Accept P.A.D. Agreement, your Pre-Authorized Debit (“PAD”) Agreement is complete!