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Simplify Client Payments with Secure Accounting Payment Solutions

Transform your firm’s accounts receivable with P2EZPay’s integrated payment solutions. Designed specifically for accountants and CPAs, our platform automates client billing, offers low-cost ACH options for retainers, and syncs seamlessly with software like QuickBooks. Eliminate manual reconciliation, secure sensitive client data, and accelerate cash flow with a system built for financial clarity.

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Industry Overview

Managing client payments shouldn’t be the hardest part of closing your own books. Yet many accounting organizations in Hartland, WI, and the greater Waukesha County area still struggle with:

  • High fees for large-ticket payments (wires/cards).

  • Tedious manual reconciliation and data entry into accounting software.

  • Slow-paying clients that drag down the firm’s cash flow.

P2EZPay helps professional service providers—from solo bookkeepers to large regional firms—modernize their billing and collection process through secure, integrated payment technology.

Our accounting payment solutions are built to reduce administrative work, improve client payment speed, and accelerate your cash flow—all while maintaining full compliance with PCI DSS standards.

Payment Solutions Designed for Financial Efficiency

PCI Compliant Security

Protect sensitive client and payment data with bank-grade encryption across all digital touchpoints.

Integrated with Your QuickBooks and Accounting Systems

Our platform seamlessly connects with your existing software to simplify reconciliation and eliminate manual data entry. 

Reduce DSO and Increase Cash Flow

Offer clients the convenience of paying online, via high-limit ACH/eCheck, or through automated recurring billing—all within a single secure platform.

Simplify the Patient Experience

Automated payment reminders, real-time reporting, and professional online invoicing help shorten your revenue cycle.
Payment Solutions Designed for Financial Efficiency

How It Works — Seamless Integration, Step by Step

1. Consultation & Discovery

We learn about your client billing workflows, accounting systems, and common payment challenges (e.g., retainer billing, one-time project fees).

2. Integration & Configuration:

Our experts connect P2EZPay to your existing accounting or practice management platform (e.g., QuickBooks, Xero, etc.).

3. Optimization:

We automate payment reminders, professional receipts, and detailed reporting to improve speed and transparency for your firm and your clients.

4. Ongoing Support:

Dedicated support ensures compliance updates, troubleshooting, and continuous improvement for your payment strategy.
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Why Accounting Providers Trust P2EZPay?

With decades of experience helping financial service organizations improve payment performance, P2EZPay combines industry insight with technical expertise. We understand the complexity of client billing and large-value transactions—and we make it simple.

Trusted Across the Industry:

  • Fully PCI DSS compliant
  • Integrated with leading accounting platforms (QuickBooks, etc.)
  • Dedicated U.S.-based support and onboarding
  • Proven results in reducing Days Sales Outstanding (DSO) and increasing collections for professional services in Hartland, WI.

Explore Industry Solutions

Looking for other industry-specific payment integrations?

  • Accounting

  • Manufacturing

  • Dental

  • Veterinary

Frequently Asked Questions

We use a secure bridge that automatically posts payment details (card and ACH processing) to the correct client ledger in QuickBooks, Xero, or other major systems. This eliminates manual data entry and speeds up reconciliation.

ACH payments are cheaper and ideal for large, recurring payments, such as client retainers. They avoid high credit card fees, helping your firm keep more of its margin and improve cost optimization. 

Yes. Our platform automates recurring billing using stored payment details (with client consent), ensuring your firm receives payments on time every month and stabilizing your cash flow. 

By offering easy, one-click digital payment options (online portals, email links), we remove client payment friction. This significantly shortens the time it takes to get paid, drastically reducing Days Sales Outstanding (DSO).

Absolutely. We provide specialized payment consulting and services tailored for the unique client base and business landscape of Hartland, WI, and the surrounding Waukesha County area. 

Yes. Our solutions are PCI compliant and utilize encryption and tokenization to safeguard all cardholder and bank information, ensuring the confidentiality that Hartland Accounting Firms require. 

Yes, our process is fast and independent. We analyze your current processor’s statements to find hidden costs and can onboard most new Accounting Payment Solutions within 3-5 business days. 

We offer secure virtual terminal and mobile pay links, allowing your team to process payments securely from a laptop or smartphone, ideal for off-site or virtual consulting with local Hartland clients.

Ready to Simplify Your Client Payments?

Let’s build a more efficient, compliant, and client-friendly payment system for your accounting organization.
Schedule a consultation to see how P2EZPay can streamline your payment process and improve cash flow.

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