Payments that reconcile like a dream
CPAs and accounting firms use Selective Pay for ACH retainers and monthly services, invoice pay links and client portal, compliant fee‑recovery (where allowed), and reporting that lands in QuickBooks/Xero the way your GL expects.
✅ ACH retainers & MRR autopay
✅ QBO/Xero friendly summaries
✅ Fee‑recovery options*
Accounting payment workflows
New client onboarding
Collect retainer to operating or trust as required; set monthly autopay and tax‑season prefs.
Monthly service billing
Send invoices with pay links; ACH/card; apply fee‑recovery where allowed; auto‑reconcile.
Tax season surge
Busy‑season mode increases link volume, scheduled reminders, and one‑time invoice flows.
Why CPA firms choose us
Retainers & MRR autopay (ACH)
Schedule monthly services and annual retainers with autopay and reminders.
Invoice pay links & portal
Embed pay buttons in emails/invoices; save client details for faster repeat.
Compliant fee‑recovery options*
Offer surcharge or convenience‑fee where allowed, with clear receipts.
Engagement & QBO/Xero mapping
Service codes ↔ GL/Classes/Tracking Categories for clean sync.
Chargeback minimization
Accurate descriptors, itemized receipts, and evidence kits.
AR cleanup & alerts
Smart reminders, autopay nudges, and aging dashboards reduce follow‑ups.
Trusted by business across the world
Free CPA Payments Audit
Upload a recent statement. We’ll design a plan for ACH adoption, autopay, fee‑recovery setups, and QBO/Xero‑friendly reporting—with busy‑season tactics that actually help AR.
- Effective‑rate breakdown (ACH vs card‑present vs portal)
- Fee‑recovery eligibility & receipt/signage templates
- GL/Classes/Tracking mapping for sync
- Autopay & reminder cadence recommendations
Ready to shrink AR and smooth cash flow?
Upload a statement and get a CPA‑specific plan with real savings projections.