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.
Keep your firm IOLTA-compliant and deposit to trust and FBO accounts.
CPA & Accounting
In office and online payments integrated with practice management software.
Dynamic billing APIs make it easy to generate and present invoices to clients.
Allow clients to use their reward cards without taking on the costs.
Payload's client invoicing and auto-pay tools make automating billing workflows for professional services simple.
Create Recurring invoices
Email Presentment and Reminders
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
Unlimited Bank Accounts
Next Day Disbursements
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.