Card payments that keep trust funds whole

Bar rules require client funds in trust to stay untouched by processing fees and chargebacks. Roots sets up separate trust and operating deposit accounts so advance payments land in trust in full and fees come from operating.
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Trust-Account (IOLTA) Payments

Bar rules require client funds in trust to stay untouched by processing fees and chargebacks. Roots sets up separate trust and operating deposit accounts so advance payments land in trust in full and fees come from operating.
  • Account routing setup and testing
  • Engagement-letter language review with your counsel
  • Accounting/practice-management integration

B2B Payments

Roots brings together invoicing, ACH, commercial-card acceptance with Level 3 data, and compliant surcharging so wholesalers, distributors and service firms get paid faster at lower cost.
  • Payment-mix and cost analysis
  • Level 3 and ERP integration
  • Surcharge program setup
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Virtual Terminal

The Roots virtual terminal turns a browser into a payment terminal for phone, mail and email orders, with card-on-file, recurring charges and ACH on your Roots merchant account.
  • Setup and user permissions
  • Phone-payment security procedures
  • Training
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Review the fit for your industry

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Trust-Account (IOLTA) Payments questions

Roots reviews how earned fees, client funds and processing charges should be handled, then coordinates the payment configuration with a processing partner.
We plan client and matter references, receipts and reconciliation so the payment workflow fits your firm’s accounting procedures.
Bring your trust-account procedures, client-matter references and reconciliation workflow. Roots uses these details to plan your workflow and prepare a clear setup scope.
Request a quote for your business and the setup you need. We review the scope and costs with you before you proceed. Consultations and payment reviews are free.

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Book a free 30-minute review. We’ll map your setup, explain the options and work through clear next steps.
Review My Payment SetupExplore payment solutions