Accounting Firms
Payments for CPA, tax, and advisory firms.
Accounting firms billing seasonally, monthly, or by engagement need payments that fit the cadence and post cleanly into their own books.
Industry payment challenges
- Tax season surges straining office operations.
- Client subscription and monthly retainer billing done manually.
- Card fees eating margin on large engagement invoices.
- Fragmented reporting across partners and services.
Relevant services
Bank-to-bank payments that lower cost and unlock recurring revenue.
Learn moreSubscription and installment billing that does not silently break.
Learn morePayments wired into the systems that already run your business.
Learn moreLine-by-line statement work that removes real cost — not marketing math.
Learn moreCommon software integrations
Recommended payment methods
- • ACH for engagements
- • Card for seasonal filings
- • Recurring monthly advisory
Reporting needs
- • Per-partner and per-service revenue.
- • Engagement vs. subscription split.
- • Client-level aging.
Security considerations
- Tokenized cards on file for repeat clients.
- ACH authorization for recurring subscriptions.
- Role-based access aligned with firm structure.
Implementation Process
- 1
Billing Model Review
We separate engagement, subscription, and seasonal work.
- 2
Integrate Accounting
Payments post directly into your own books.
- 3
Automate Recurring
Monthly advisory clients move to tokenized recurring.
Related case studies
All case studies →70% reduction in manual entry.
Frequently asked questions
Do you use QuickBooks yourselves?+
We advise on multiple stacks — the right answer depends on your firm's size.
Multi-partner reporting?+
Yes, out of the box.
Seasonal spikes?+
Standard. We just make sure capacity and settlement handle it.
Client portal?+
Yes, with saved methods and self-service.
Talk to an industry specialist
Tell us about your setup — we'll return honest, industry-specific recommendations.
Ready to see what your setup could look like?
Book a working session focused on accounting firms. Clear recommendations, no obligation.
- • 150+ software platforms reviewed
- • 1,500+ merchant environments evaluated
- • Under 24-hour average response time
- • 7–14 business day onboarding