Professional Services

Best POS Systems for Accounting Firms

Accounting firms need payment solutions that handle client invoicing, recurring payments for retainer clients, and integrate seamlessly with accounting software. The right system simplifies collections while maintaining professional client relationships.

Common Challenges

Invoicing and collections management
Recurring payments for retainer clients
Integration with QuickBooks, Xero, etc.
Professional payment experience for clients
Trust account compliance
Multiple payment methods (ACH, cards)
Late payment tracking

Must-Have Features

  • Professional invoicing
  • Recurring billing
  • ACH/bank transfer support
  • QuickBooks/Xero integration
  • Client portal
  • Payment reminders

Nice-to-Have Features

  • Trust accounting features
  • Time tracking integration
  • Automatic late fees
  • Custom payment terms
  • Multi-user access

Frequently Asked Questions

Do accounting firms need a traditional POS?

Most accounting firms don't need a traditional POS terminal. Invoice-based payment solutions like Square Invoices or dedicated accounting payment processors work better for professional services.

What's the best way to accept client payments?

ACH bank transfers have lower fees (0.5-1%) than credit cards (2.6-3%). Offer both options—ACH for large invoices, cards for convenience on smaller amounts.

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