Accept card payments and ACH transfers from clients, send invoices that actually get paid, and stop chasing checks — all through one platform.
Most CPA firms still rely on checks — which means waiting, chasing, and manually reconciling payments that trickle in over weeks. Some take cards through a basic terminal, paying 2.5–3% on every transaction. Neither is ideal. There's a better setup: ACH for recurring and large payments, card acceptance for clients who prefer it, and a clean invoicing platform that handles it all in one place.
Dramatically lower cost than cards. A $5,000 tax prep invoice via ACH costs a fraction of what card processing would. Clients pay from their bank account with a few clicks.
Set up monthly retainer clients on autopay. Billing runs automatically — no manual invoicing, no chasing, no missed payments.
Send professional invoices via email or text with a pay-now button. Clients pay by card or ACH. You get notified instantly.
For clients who prefer to pay by card, we set you up with the right terminal or virtual terminal at the best available rate.
Our Merchant1 Invoice platform is the right fit for most accounting firms. It handles digital invoicing, ACH payments, recurring billing, and card acceptance all in one dashboard. Send an invoice, get paid — without a separate accounting system, a separate payment portal, or a separate everything.
For clients who do accept a meaningful volume of card payments, our dual pricing program passes the processing fee to the card-paying client — so your firm doesn't absorb it. Most states allow this, and we'll tell you exactly how to implement it compliantly.
We work with CPAs and accounting professionals across Texas. We understand the billing cycle, the sensitivity around client payments, and the need for clean reporting that matches your books. You get one rep — Emerson — who knows your account and answers the phone.
Every business is different. Here's what we typically recommend for cpa & accounting firms — we'll dial it in based on your specific setup.
Digital invoicing, ACH, and recurring billing platform. The right starting point for most CPA firms.
Clean countertop terminal if you see clients in-office and want a professional card acceptance setup.
Compact countertop POS if you want inventory, appointments, or employee reporting alongside payments.
No pressure, no obligation. We'll take a look at your current setup and tell you exactly where you can save and what equipment fits best.