Tax Pay CPA Firm

The Challenge

The firm was chasing client payments across Zelle, paper checks and email reminders, with no single view of who owed what.

Generic invoicing tools didn't match how the practice billed.

Our Solution

We built an integrated payments, invoicing and CRM platform with a dashboard that shows the firm exactly which clients have paid, which haven't, and which are slipping.

Zelle activity is monitored alongside online payments in one place.

What We Built

• Online payment processing tailored to the firm's services.
• Automated invoice generation tied to client engagements.
• CRM for client and engagement tracking.
• Dashboard monitoring Zelle and online transactions in one view.

The Approach — What We Weighed

The hard part wasn't taking card payments — it was giving the firm one honest view of who has paid when a chunk of money arrives over Zelle, which offers no clean merchant API to reconcile against.

Options on the table

• Adopt an off-the-shelf invoicing suite — quick, but it bills the way the vendor assumes, ignores Zelle entirely and leaves the firm reconciling by hand.
• Build the whole payment rail in-house — total control, but it drags the firm into PCI scope and card-data liability it shouldn't carry.
• A custom platform on a trusted payment processor, with a reconciliation layer that folds Zelle activity in alongside online transactions.

What we proposed

We built custom around a processor that keeps card data out of scope, then layered invoicing, CRM and a dashboard that monitors Zelle next to online payments.

The reasoning was compliance and one source of truth — offload card risk to the processor, but own the data model so the firm sees exactly who paid and who is slipping.

Results & Value Delivered

Faster collections

Automated reminders cut days off receivable cycles.

One source of truth

Zelle, online and invoice data live in the same dashboard.

Less admin

The firm spends time on accounting work, not bill chasing.

Capabilities Used