Powering Payments for Professional Services


Payload is designed to tackle the unique billing, reporting, routing, and compliance hurdles faced by specific professional services companies. Whether you are a software provider looking to integrate payment functionality or you are developing an in-house solution for a specific firm, practice, or agency, the Payload API makes it fast, safe and secure.

Legal Professionals

Keep your firm IOLTA-compliant and deposit to trust and FBO accounts.

CPA & Accounting

In office and online payments integrated with practice management software.

Marketing Firms

Dynamic billing APIs make it easy to generate and present invoices to clients.

Engineering

Allow clients to use their reward cards without taking on the costs.

Invoice Clients

Payload's client invoicing and auto-pay tools make automating billing workflows for professional services simple.

Schedule Invoices
Create Recurring invoices
Email Presentment and Reminders
Auto-Late Fees

Accept Payments

No more juggling different payment processors. Payload allows you to accept payments online and in person with maximum flexibility and compliance.

  • All Major Card Brands and ACH
  • Automatic Payments
  • Simple, Brandable Checkout UI
  • Mobile Optimized
  • In Person & Online
  • PCI Compliance Built-In
  • Choose to Cover Card Fees or Pass to Clients

Route Funds Flexibly

Payload provides complex disbursement functionality and simple controls to ensure businesses stay compliant with all legal and industry regulations.

Direct Funds into Trust or Managing Accounts
Split Transactions
Unlimited Bank Accounts
Next Day Disbursements
IOLTA-compliant

Manage Payments

Payload comes with a suite of intuitive merchant dashboards that make it easy for professional services teams to control, track and generate reports on payments.

Intuitive Dashboards
Advanced Security & Dispute Management
Advanced Reporting and Analytics
Integrates with Top Platforms