Get the MONEY Flowing!
Ensure your clients stay on track with their financial commitments by setting up their accounts immediately after filing. Input their plan amount, activate an automated payment schedule, and establish seamless recurring payments. This proactive approach not only simplifies the process for clients but also minimizes missed payments, helping them meet their obligations while generating consistent revenue for your firm. A win-win for both client satisfaction and business growth!
Enter your clients personal information. Name, Phone, Email, and create an easy to remember password and prompt them to change it upon signing in.
Select the client payment method - Debit Mastercard or Bank Account
Authorize the payment and have the client authorize as well
Activate the plan to get the payments flowing
