Payment Solutions for
Professional Service Firms
Professional service firms operate on trust, expertise, and long-term client relationships. Your payment experience should reflect that same level of professionalism.
Whether you're collecting retainers, billing hourly work, or sending invoices to clients, our platform provides secure and efficient ways to get paid.
Our Solutions
Built for How Your Firm Works
Compliant Dual Pricing
Don't want to pay the fees to accept cards? Not a problem — all of our solutions have this flexibility and availability. When implemented properly and in compliance with the Card Brands, this pricing strategy can manage expenses without disrupting the client experience, making it a Win-Win.
Explore pricing strategies for your Firm
Virtual Terminal
Process credit card or ACH payments directly from your computer or mobile device when a client calls to pay a bill, settle an invoice over the phone, or provide a retainer.
No hardware required. Just simple, secure payment processing.
Secure Payment Links
Make it easy for clients to pay with a simple payment link. Send secure links through email or text message so clients can complete payments online in seconds. This removes friction from the payment process and helps your firm collect balances faster.
Perfect for:
- One-time invoices
- Retainers
- Outstanding balances
- Consultation fees
Card on File
Securely store client payment information for future transactions. Card-on-file functionality allows firms to charge retainers, recurring services, or balances once work has been completed. This is especially helpful for firms that bill hourly or perform ongoing advisory work.
We store all data using industry-leading security standards.
Professional Invoicing
Send professional invoices that allow clients to pay immediately. Our invoicing tools allow firms to create and send digital invoices with built-in payment options for credit card or bank transfer. Clients receive a clear, professional invoice and can pay instantly.
Benefits include:
- Faster payments
- Reduced administrative work
- Improved client experience
QuickBooks Integration
Sync payments directly with QuickBooks to streamline your accounting workflow. Payments automatically reconcile with your books, eliminating manual data entry and reducing accounting errors.
Your financial records stay organized while your team spends less time on back-office tasks.
QuickBooks Integration for your FirmA Payments Partner for Your Firm
We work with professional service firms as a trusted advisor, not just a payment provider. Our goal is to simplify your billing processes while maintaining the professionalism your clients expect.
Our solutions help firms:
Schedule a Consultation
If your firm is looking to modernize payment collection, we welcome the opportunity to learn more about your business. Schedule a brief consultation to review your current billing process and explore ways to simplify your payments.
Free Savings Estimate
How Much Are You Overpaying?
Enter your monthly processing volume and current rate to see your estimated annual savings.
Your Current Setup
3% passed on to credit cards only. See Details
The success of a surcharge program depends on your unique customer payment mix. Factors such as industry, geographic location, customer demographics, average ticket size, and the percentage of credit versus debit card transactions all play a role. Before making a recommendation, we review your processing statements and transaction data to determine whether a surcharge program is the right fit for your business.
Typical rates by processor:
Your Estimated Savings
* Actual savings vary by business type and volume. Contact us for your specific pricing.
Frequently Asked Questions
Common questions from professional service firms about payment processing.
Schedule a 15-Min
Strategy Call
Ready to explore a different tech stack for your business, understand pricing strategies you have heard of but no one has explained, or just get a second opinion on your processing environment? I'm here. No pressure, no jargon — just real advice.
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