Simplify management of your clients' payments processes

Accounts Payable

Streamline the approval workflow and send payments with a click of a button.

Accounts Receivable

Accept ACH or credit card and invoice customers by mail or electronically.

Accounting Software Integration

Data seamlessly syncs between and your accounting software.


The Accountant Program is great way for accounting firms of all sizes to boost their practices

  • Lower administrative costs
  • Better serve existing customers
  • Attract new customers
  • Increase profits

Reduce back-office administrative tasks by as much as 75 percent.

Free your time to build your practice without adding additional staff.

No credit card required

Gain full visibility and control of your clients’ bill payment processes

The Accountant Program provides an easy-to-use and intuitive client management console — proactively guide and assist your clients through a centralized, cloud-based dashboard view of all their accounts payable and accounts receivable activities.

  • Automate Approvals: Quit chasing clients for signatures, information or documents.
  • Eliminate Date Entry Errors: Share the same online application with your client to ensure quality control.
  • Synchronize General Ledger Entries: Automatically update payments records with your clients’ accounting software…works with QuickBooks, Intacct, NetSuite, Xero and others.
  • Customize: Define roles and responsibilities that fit each client.

Perfect for:

  • Accounting Firms
  • Bookkeepers
  • "Virtual CFOs"
  • Business Process Outsourcers

Streamline Client Management Tasks is a fully digitized, online, cloud-based system: all records and data automatically stored, backed up, and secured through a centralized application — no computer hardware or software IT maintenance costs.

Eliminate the hassles and fraud risks of paper-check processes — no printing, mailing or filing.*

Documents, workflow, payments, invoicing, and receipts are available at your fingertips:

  • One-click access to all documents, data and payments anytime, anywhere
  • View client information from any device in the office, at home or on the road
  • Automatically file all documents on the fly — create a comprehensive audit trail
*According to MasterCard® Advisors, administrative costs account for 86 percent of the cost of business payments with paper checks.

Grow your business, run more efficiently

  • Attract new clients and gain a competitive advantage with a unique, time-saving online service.
  • Retain clients by dramatically simplifying their accounts payable and accounts receivable processes.
  • Generate more revenue per client by automating manual tasks and eliminating paper-based inefficiencies.
  • Free your time from administrative hassles to focus on higher-value services for your clients.
  • Manage more clients with the same amount of resources.

Become part of the world’s largest and fastest growing business payments network customers include:

  • More than 500,000 business professionals
  • 1,500 accounting firms, including 33 of the top 100 firms

Each year processes more than 10 million transactions worth $15 billion — transaction volume is increasing more than 100 percent per year.

Guaranteed protection of your clients’ data and money

  • Bank-level security
  • Multi-server backup and full disaster recovery
  • FDIC-insured network

What accounting firms have to say about how helps their practice