INDUSTRIES • PROFESSIONAL SERVICES
Get paid for your expertise
without chasing invoices.
Payment links on every invoice, cards on file for retainers and recurring fees, and payments that flow into your accounting software — set up on the processor that fits your firm, by a bilingual team in Montréal.
THE CHALLENGE
Your time is billable. Collecting payment shouldn't be.
What accounting firms, law offices, consultants and agencies tell us slows down cash flow.
01
Slow-paying invoices
Cheques in the mail and manual bank transfers stretch payment terms from 30 days to 60 or more.
02
Manual reconciliation
Matching payments to invoices by hand takes hours every month and leads to errors in client accounts.
03
Retainers and recurring fees
Monthly retainers, bookkeeping packages and subscriptions need reliable, automatic billing that clients have authorized.
04
Large B2B payments
Corporate clients often pay larger amounts with business credit cards, and your pricing model should reflect that card mix.
WHAT SAVPAY SETS UP
Payment tools built for invoices, not cash registers.
We set up the processor, online payment tools and integrations that fit how your firm bills.
Invoice payment links
A secure pay-now link on every invoice, so clients pay by card in a few clicks.
Retainers & recurring billing
Monthly retainers, bookkeeping packages and service plans charged automatically to a card on file.
Accounting-software connections
Payments that sync with platforms such as QuickBooks, Xero and Sage where they support our processors.
Card on file with consent
Securely stored, tokenized cards for recurring fees and approved charges — with the client's written authorization.
Office & on-the-go terminals
A countertop terminal at reception and tap to pay on a phone for client meetings.
Pricing that reflects business cards
A pricing model that reflects your mix of corporate and consumer cards, explained line by line.
INVOICING
Turn every invoice into a one-click payment.
Clients receive your invoice with a secure payment link and pay by card in seconds. Payments are matched to the right invoice and recorded in your accounting software, so month-end takes less time.
- Pay-now links by email
- Automatic matching to invoices where supported
- Partial payments and deposits
- Receipts sent automatically
RETAINERS & PLANS
Predictable cash flow from recurring work.
For monthly retainers, bookkeeping packages or service plans, clients authorize a card once and are billed automatically on schedule. You spend less time on collections and more time on billable work.
- Written authorization captured once
- Automatic billing on the dates you set
- Retries and card updates for failed payments
- Clear records for every charge
RECOMMENDED HARDWARE
A terminal for the office, tap to pay for the road.
Simple countertop and mobile options from our processor partners for firms that meet clients in person.
Moneris Go Tap to Pay
PHONE
Accept tap payments on a compatible phone with the Moneris Go app during client meetings.
Clover Tap to Pay on iPhone
IPHONE
Accept tap payments on an iPhone with the Clover Go app at a client's office or on site.
Square Reader
COMPACT READER
Small contactless and chip reader that pairs with a phone or tablet.
Nuvei Desk/5000
RECEPTION
Countertop terminal for chip, tap and Interac debit at your front desk.
Devices shown are examples from our processor partners. We confirm the right hardware for your processor, software and volume in your proposal.
SOFTWARE THAT CONNECTS
Connects with your accounting and client tools.
Accounting, CRM and scheduling platforms that work with our processor partners.
Software partners of Moneris, Clover, Nuvei, Square and Shopify connect through the processor we set you up with. We confirm the exact connection for your system before you switch.
BEYOND PAYMENTS
More than payments for your firm.
SavPay also helps professional firms modernize, grow and streamline their back office.
Merchant cash advance
$10K–$300K, decision in 48 hours*. Fund a new office, technology upgrades or a hire ahead of busy season, repaid as a share of future card sales.
→American Express business cards
We help you apply for American Express business cards for software, travel and client-related expenses.
→Website & online store
A credible bilingual website with service pages, booking and secure client contact forms.
→Custom software
Client portals, intake workflows and integrations between your practice-management and accounting tools.
→Marketing
Search, LinkedIn and email programs that bring in qualified clients.
→Workflow automation
Automated invoice reminders, payment receipts and month-end reconciliation reports.
→*Decision timing varies with your file and our funding partners' criteria. Financing is subject to approval.
HOW SWITCHING WORKS
Switching to SavPay, in four steps.
We handle the paperwork, the setup and the training — and plan the change around your current agreement.
- 1
Share a recent statement
Send one or two recent processing statements, or simply tell us your monthly volume and average sale. There is no cost and no commitment.
- 2
Review your proposal
We match you with the processor, pricing model and hardware that fit, and walk you through every line. Once you agree, approval usually takes about 24 hours.
- 3
Set up and test
We set up invoice payment links and recurring billing, connect them to your accounting software where supported, and run test payments and refunds before your first invoices go out.
- 4
Go live with local support
Your bilingual team in Montréal trains your staff, stays close for the first weeks and reviews your account with you as you grow.
FAQ
Professional services payment questions, answered.
Can clients pay my invoices online by card?+
Does it connect with QuickBooks, Xero or Sage?+
Can I bill retainers and monthly fees automatically?+
Are there special considerations for law firms and trust accounts?+
How does pricing work when clients pay with business cards?+
Do I need a terminal if all my billing is online?+
FREE RATE ANALYSIS
See what your firm really pays to get paid.
Send us a recent statement and get a clear rate analysis, along with a setup that fits your invoicing and accounting.