5 reasons NOT to offer payments to your clients (and how to get it right if you do)

Accountants and bookkeepers hesitate to offer payments as a service, and with good reason. Without the right tools, processes, and protections in place, offering payments is risky and inefficient. Does your indemnity insurance cover you? Do you have the right wording in your engagement letter? How should you be charging? We’ll explore the common pitfalls firms face when managing payments for clients, why some should avoid it entirely, and how those who do it well unlock incredible value. Learn how to transform payments into a core, scalable service that protects your firm, saves time, and creates results for clients.