This tax season is wrapping up – do you have the best methods to close out billing? Here are three solutions and payment processing for tax preparers can implement now. Super fast and easy – get started now.
Yes, you can still simplify your billing and improve on payment collections this season.
Digital payments continue to be the hot topic and can be implemented using technology you may already have in place. Stay safe and secure when processing through TransAct merchant services platforms.
We continually add new tools to help service providers bill more quickly and get paid. This applies for all tax/enrolled agents, bookkeeping, and CPA accounting services.
- Text to Pay
- Pay by QR code
- Secure Payment Portal
Text to Pay
Completely contactless and safe, mobile payment options are fast, easy, and more readily available through many businesses today – which means that client are comfortable with the technology.
This is on our list for tax and accounting professionals because you already have the trust of your client. Be sure to help them pay their fee quickly and easily when you are done with their documents for this tax season.
Many of our clients have been using text to pay for years.
Using TransAct payment processing we can set this up quickly, with the right security and speed up payment time for services rendered.
Pay by QR Code
When your client is in your office collecting their completed tax returns it is easy to use a QR code. This facilitates payment before they leave the office. In addition this is completely contactless, allowing for quick, secure, and easy payment via their preferred method. This option has helped many of our clients to address the preference for payment via check or credit card.
If a client prefers to pay by check, an E-check process can further shorten the time for deposit. Once they follow the link, they can choose whatever option they prefer and automatically update their billing status and your bookkeeping system at the same time.
Secure Payment Portal
Several of our clients have set up a secure payment portal.
Once complete, all you have to do is share this link via e-mail, text or electronic invoice. The link can be added when you send a reminder for an appointment, or it can be added to the platform uses to share secure documents. When a client accesses their tax returns or paperwork, simply request “pay your invoice”.
This streamlines the process, eliminates paper billing, and speeds up time to collect.
Get Started Today
All of these simple options in payment processing for tax preparers can be set up and implemented this tax season.
No new hardware is needed depending on the systems you have. Reach out today to schedule a quick consult and find out which of these options will work for you. Enjoy the reduced overhead, ability to eliminate expenses, streamline the payment process, and shorten the time to pay.