CPA's & Accounting Firms
CPA's & Accounting Firms are using Exhale Payments because we can not only reduce your card processing fees using our proprietary algorithm, but we automate your accounts receivable process with a complete cloud-based invoicing system, for FREE. Stop sending bills through the mail and immediately recognize the results of text2pay & email2pay invoices.
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A BEST-IN-CLASS SOLUTION FOR YOUR FIRM
Promote Exhale Payments to your clients and you can begin to build a recurring revenue stream as a reseller partner.
We know you like numbers. By the numbers, there is no better solution for your firm. We guarantee to reduce your card processing rates once and for all!
Invoice Automation
Still manually sending invoices in the mail or by email? Snail-mail notices can cost upwards of $3 - $5 per invoice when you account for postage, paper and the resources it takes to prepare and send. We make this a thing of the past with our automated TCPA Compliant Text-2-Pay & Email-2-Pay invoice system.
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Custom Payment Portal
Your firm deserves a truly integrated payment portal, not a link-out to some payment page. We build, integrate and support a "branded" feature-rich custom payment portal for your firm. Your payment portal is linked to your invoice system for ease of accouting. Allow your clients to securely place a card on file, one-time payments, recurring payments and more. Our cloud-based solution gives your business the tools to operate efficiently and cost effectively.
QR Codes & Short Code URLS
Still need to send snail mail invoices? No problem! We provide you with custom QR codes making payments a breeze. Clients can easily and quickly navigate to your payment portal by scanning your custom QR code.
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Rapid Collect Text-2-Pay & Email-2-Pay
Our automated accounts receivable solution customized for the Accounting and CPA industry keeps you on the leading edge of technology. Your clients will receive secure Text-2-Pay & Email-2-Pay links to pay their bill with an attached copy of their invoice. Reminders? Automated! Postage? Extinguished! Staff Resources? Reallocated or Reduced! Instead of your billing team stuffing envelopes and sending out statements, they can focus on more important tasks.
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Recurring Payments
Need to set up payment plans or recurring payments? Our platform allows you to quickly and easily set up recurring payment plans. If a transaction fails, both you and the account holder are notified immediately with the options to place a new card on file.
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BEFORE, DURING AND AFTER THE SALE
Management
Understand your business with enterprise level reporting and KPI's (key performance indicators).
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Cloud Terminal Transaction Management
Manage terminal transactions from a secure cloud portal. Refund, Void or Run another sale without the card present. Our solution uses tokenization technology which reduces risk and increases your flexibility to run your business the way "you" need to run your business.
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Two-Way Texting Communication Tools
The way we communicate is changing. You receive your own two-way texting number where your clients can start a text conversation from your portal or text you directly from their phone. The result? One less phone call that comes into your business allowing you to multi-task and respond when convenient.
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In-Depth Communication Analytics
Know exactly how your clients are responding to your messages. In-depth analytics for both text and email communications allows you to see trends at the macro level while being able to see if a specific client has ignored your requests for payment.
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Accounts Receivable Outstanding Analytics
Our proprietary solution summarizes your Accounts Receivable in various formats so you can make data-driven decisions about your business. Know when cash is coming in, outstanding, or when you can expect cash flow to speed up.
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Accounts Receivable Paid Analytics
Our proprietary solution summarizes your Accounts Receivable in various formats so you can make data-driven decisions about your business. Know when cash is coming in, outstanding, or when you can expect cash flow to speed up.
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24/7/365 Terminal Support
Business runs 24/7/365. Live US Based customer support is only a phone call or live chat away.
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