Accounting & Tax Firm Payment Processing

Accounting and tax firms bill seasonally and on monthly retainers, and many of their clients are businesses paying with commercial cards. ACH, recurring billing and Level 2/3 data cut costs, and Square Invoices works for many small firms.
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Payment solutions for accounting & tax firms

How these solutions work for accounting & tax firms

See what each option adds to the way your business takes and tracks payments.

Square Invoices

For accounting & tax firms: Send itemized invoices for accounting engagements and preparation fees and track deposits, due dates and outstanding balances.
  • Build branded invoice and estimate templates with your terms and policies
  • Set up recurring series with card or bank account on file
  • Connect Square to QuickBooks Online or Xero and map your accounts
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Merchant Account

For accounting & tax firms: Arrange a processing account for accounting engagements and preparation fees, with checkout methods matched to how customers pay.
  • Analyze your current statements and quote side by side
  • Prepare the underwriting package so approval moves quickly
  • Set up terminals, gateway and software connections
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ACH Payments

For accounting & tax firms: Offer bank-account payments for accounting engagements and preparation fees, with authorization and invoice matching built into the workflow.
  • Set up authorization and verification
  • Configure payment pages and invoices
  • Handle returns and reporting
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✓

Transfer initiated

$2,500.00 · ref ACH-7731

Level 2/3 Processing

For accounting & tax firms: Include purchase-order references and itemized invoice data for business-card purchases of accounting engagements and preparation fees.
  • Review your card mix to estimate savings
  • Configure your gateway or invoicing to send the data
  • Validate qualification on live transactions
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Recurring Billing

For accounting & tax firms: Schedule and manage payments for bookkeeping retainers and recurring advisory fees, including renewals and customer account balances.
  • Draft authorization language for recurring charges
  • Set up schedules and retry rules
  • Connect billing to your software
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Credit Card Surcharging

For accounting & tax firms: Plan credit-card surcharge disclosures for accounting engagements and preparation fees, keeping eligible card payments distinct at checkout.
  • Check your state's rules
  • File required notice with card networks through your acquirer
  • Configure terminals, invoices and receipts
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Square Virtual Terminal

For accounting & tax firms: Take authorized phone or remote payments for accounting engagements and preparation fees from a browser-based terminal.
  • Set up cards on file and recurring schedules with written authorization templates
  • Pair Square Terminal for the front desk if you also take in-person payments
  • Set permissions so only authorized staff can key in cards
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Custom Payment Integration

For accounting & tax firms: Connect the payment flow for accounting engagements and preparation fees with your software and the operational records behind engagement invoices, retainers and client account balances.
  • Scope integrations your software vendor supports
  • Build and test the connection
  • Keep sensitive data out of payment records
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Square Point of Sale

For accounting & tax firms: Bring accounting engagements and preparation fees into a point-of-sale workflow, with reporting organized around engagement invoices, retainers and client account balances.
  • Map your services, fees and products into the Square item library before your first client
  • Recommend and configure Square hardware for your front desk or field work (you buy it from Square)
  • Set team permissions so each role sees only what it needs
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Square Appointments

For accounting & tax firms: Schedule client consultations and document-review appointments, collect appointment payments and keep staff calendars aligned.
  • Build your service menu with durations, buffers, prices and assigned staff
  • Set cancellation and prepayment policies that match your written policy
  • Turn intake, consent and policy documents into automated digital forms
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Square Payment Links

For accounting & tax firms: Share a checkout link for accounting engagements and preparation fees through messages, email or your website.
  • Create reusable links for your standard fees and deposits
  • Add custom checkout fields that collect only what you need
  • Place buy buttons and QR codes on your website and printed materials
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Square Staff

For accounting & tax firms: Set roles, permissions and schedules for accountants and practice administrators, with a clearer view of staffing across shifts.
  • Define roles and permissions
  • Build shift templates
  • Connect timecards to payroll
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Accounting & Tax Firms we set up and support

Accounting & Tax Firms payment questions

Start with the workflows your business needs. Options on this page include Square Invoices for Accountants, Square Virtual Terminal for Accountants, CPA Firm Credit Card Processing. Roots helps compare the setup, software and processing requirements around how you operate.
Yes. Bring your current POS, checkout or billing tools and recent processing statements. We review appointments, invoices, deposits and customer billing, then plan the changes your accounting & tax firms business needs.
Request a quote for your business. The review covers your payment mix, locations, software, hardware recommendations and implementation work. Consultations and payment reviews are free.
Bring recent payment statements, the systems you use and a record of how a customer places an order, receives a service or pays a bill. Tell us which accounting & tax firms workflows need to improve so we can scope a practical setup.

Payments for accounting & tax firms, set up right

Talk to our sales team about your setup, or become a partner and bring us your merchants.
Talk to an accounting firm payments specialistPartner with Roots