Powering Payments For

Professional Services

  • 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.

Payload was 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.

Invoice Clients

Payload's client invoicing and auto-pay tools make automating billing workflows for professional services simple.
  • Schedule Invoices
  • Create Recurring invoices
  • Email and SMS 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 Accounts or Managing Accounts
  • Split Transactions
  • Unlimited Bank Accounts
  • 2 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 for Payment and Invoice Tracking
  • Advanced Reporting and Analytics
  • Refund and Void Payments
  • Integrate with Preferred Accounting Systems or CRM
  • Advanced Security & Dispute Management