Professional Services

Collect Retainers and Invoices, No Terminal Required

Law firms, accounting practices, consultants, and other professional offices get paid by invoice, retainer, and phone, not at a counter. Your local advisor learns how payments flow in your practice today, then sets you up with pay-link invoices, a virtual terminal, or upfront deposits to match the way your work begins.

Invoices with a pay link

Card payments from any browser

Retainers collected upfront

Accountant working on his laptop in a bright office

Built for How Professional Offices Get Paid

Most of your payments happen away from a counter, so that's where we start. Invoices, retainers, and remote billing come first, with hardware added only if your office truly needs it.

01

Retainers and Invoices

Send a branded invoice or take a card right from your browser, and close the file without a terminal on your desk.

02

Deposits

Secure a deposit before the work begins, then collect the balance when the matter or project wraps up.

03

Recurring Work

Save client payment details securely for ongoing retainers, monthly bookkeeping, and other repeat billing.

Advisor reviewing a document with a client at an office table
Client paying an invoice on her phone at home

Ready to See What You Could Save?

Book your Payment Review with a local Toronto-area advisor today. Have a recent merchant statement handy and we'll show you exactly where your money is going.