Payment Solutions for Accountancy Firms
Automate billing, reduce compliance risk and integrate payments with your accounting systems.
Accountancy firms face two parallel challenges: managing their own billing efficiently, and helping clients adopt systems that reduce costs, improve compliance, and simplify financial management. Traditional invoicing and manual reconciliation waste time, while handling sensitive payment data creates compliance risk.
SOTpay and SOTpay Connect provide accountants with a PCI DSS compliant, multichannel platform that integrates directly with Xero, QuickBooks, Sage and CRM systems. Automate your own billing, and recommend a solution to clients that consolidates payments, accounting and compliance in one place.
Why Accountancy Firms Choose SOTpay
Automated Retainer & Service Fees
Collect client retainers or monthly service charges using recurring payments. Reduce arrears, eliminate manual chasing, and improve cash flow.
Deep Accounting Integrations
Invoices, payments and reconciliation flow directly into Xero, QuickBooks or Sage. This removes manual data entry and reduces errors.
Client Value-Add
Recommend SOTpay to clients as a way to cut card fees, reduce fraud risk and integrate payments into their finance systems. This strengthens your advisory role.
Multichannel Payment Options
Allow clients to pay via SMS, email, WhatsApp or secure web links. Ideal for remote and hybrid working relationships.
Fraud & Chargeback Protection
Transactions authenticated with 3-D Secure shift liability to the bank, protecting your practice and your clients.
Real-World Applications
- Billing Retainers - Automate monthly or quarterly service fees for ongoing clients.
- One-Off Services - Send secure payment links for project-based work such as audits or tax filings.
- Client Adoption - Roll out SOTpay Connect across your SME client base, helping them reconcile payments automatically into Xero or QuickBooks.
- Practice Efficiency - Eliminate manual reconciliation and reduce PCI scope by keeping card data out of your systems.
The Added Value of SOTpay Connect
- Direct Debit & Recurring Payments - Perfect for predictable monthly retainers.
- Open Banking Support - Clients pay securely from their bank with lower fees than cards.
- Marketplace Plugins - Integration with popular accountancy tools, CRMs and finance software.
- Scalable Client Management - Manage your own billing and support client adoption under one ecosystem.
How It Works
- Accountant generates a branded payment request via SOTpay
- Client receives the link via SMS, email or WhatsApp
- Payment is completed securely
- Card data never enters your systems
- Payment reconciles automatically into Xero, QuickBooks or Sage
Perfect Payment Solutions for Accountancy Firms
PayPrompt – email invoice payments
Text PayLink – SMS invoice collection
AutoRenew – recurring retainers
SOTsync Pro – accounting integration
AutoTender Sync – quote-to-payment workflows
Link Pay Bank – bank payments for large invoices
Smarter Payments for Accountancy Firms
From monthly retainers to one-off services, SOTpay and SOTpay Connect help accountants simplify billing, cut costs and add value for clients.
Secure, compliant, and fully integrated with Xero and QuickBooks, it’s a smarter way to handle payments for your practice — and theirs.
