Professional Services

Consultative Expertise

Our payment processing workflow experts will work hard to understand how you do business and then help to proactively solve your problems. We will consult with you and your management staff to find out how to prepare the right solutions for your business.

Customized Approach

No two businesses are the same. Your TransAct payment processing system will be designed specifically for you. We review the features with you, help with installation and training. We are then available to answer questions as you get familiar with the systems, accessing reporting and integration with accounting software/professionals.


Credit Card Processing for CPA

Our CPA clients, whether growing their office as a sole practitioner or developing their firm, share with us how much they love the ease of use of our system. TransAct’s security features allow for one admin, plus additional CPA and/or office manager access to the system via their own username and password. This enables our clients to process digital payments the way their clients prefer to pay:

  • In person as they begin or end their appointment with you
  • At the front desk as they leave
  • Recurring payments – you decided on the terms and enroll them in the system
  • E-invoice – this includes a link for contactless payment 24/7 by check or credit card

These are just a few of the many ways we can help you or your clients with payment alternatives.

CPA


Credit Card Processing for Accountants

Our accounting clients enjoy the flexibility of options at their disposal when processing payments from their clients or offering their clients the services we provide:

  • Clients can pay with our contactless terminals in person at the front desk with the option of an emailed receipt.
  • The office than can automatically generate e-invoices for any outstanding balances that maybe owed with a built-in payment link for 24/7 e-payments.
  • The office can help clients break down outstanding balances by establishing manageable recurring payment terms that are set up in the system one-time and then the system automatically follow the billing terms. You can even add our automatic card feature and never have to worry about card expirations on recurring plans.
  • Integrates directly with QuickBooks Desktop so you can run the transactions from QuickBooks and the TransAct portal stores the information in the background.

Accountants


Credit Card Processing for Bookkeepers

Our Bookkeeping clients enjoy the flexibility of options at their disposal when processing payments from their clients or if they outsource to other firms.

  • Clients can pay with our contactless terminals in person office with the option of an emailed receipt.
  • The office than can automatically generate and email e-invoices for any outstanding balances that maybe owed with a built-in payment link for 24/7 e-payments.
  • The office can help clients break down outstanding balances by establishing manageable recurring payment terms that are set up in the system one-time and then the system automatically follows the billing terms.
  • The office can help client’s setup flat fee billing by establishing recurring payment terms 1x and the system will automatically follow the billing terms.
  • Out of the office Payments for on-site clients are easy with our Chip/Contactless Mobile Card reader.
  • TransAct security features allow for one Admin, with each additional staff member and office manager access to the system via their own username and password and privilege levels.

Bookkeepers


Credit Card Processing for Enrolled Agents (EA)

Our accounting clients enjoy the flexibility of options at their disposal when processing payments from their clients or offering their clients the services we provide:

  • Clients can pay with our contactless terminals in person at the front desk with the option of an emailed receipt.
  • The office than can automatically generate e-invoices for any outstanding balances that maybe owed with a built-in payment link for 24/7 e-payments.
  • The office can help clients break down outstanding balances by establishing manageable recurring payment terms that are set up in the system one-time and then the system automatically follow the billing terms. You can even add our automatic card feature and never have to worry about card expirations on recurring plans.
  • Integrates directly with QuickBooks Desktop so you can actually run the transactions from QuickBooks and the TransAct portal stores the information in the background.

Enrolled Agents


How Can We Help You?

Efficiently processing customer payments is one of the most important functions any business performs. It is all that and so much more. Besides being efficient and cost effective, there are other aspects of your transactional processing to consider:

  • Are the reports you are using telling you the right picture?
  • Could you be learning more from your data to help with marketing and customer retention?
  • Are you developing loyalty and improving customer experience during the transaction process at your point of sale?
  • Does your payment processing system do everything you need it to do?

We Offer You Comprehensive Services

  • Payment Card Processing – Visa, MasterCard, Discover and American Express all built into the same deposit and same merchant statement
  • E-commerce Solutions – Shopping Cart and Payment Processing Integration in one
  • Consulting Services
  • Business Development Programs
  • Ask us about our current partners for Payroll, Bookkeeping and more!

One Size Fits None

TransAct supports businesses of all sizes in many different industries and will not approach your business as if one size fits all. We do not offer cookies cutter solutions – we design the account and processing to suit your specific needs. Regardless of what kind of business you operate, we understand your challenges and will provide a solution that is tailored to fit your needs.

Want to learn more about our payment processing solutions? Call us today at 800-335-6717 Or fill out our contact form