Credit and debit card processing for tax pros

Give clients more payment options

merchant services

More ways for you to get paid

Secure
Process card payments securely in-person or online
Book appointments
Available all year
Increase revenue
Competitive pricing for tax pro partners
Debit card
Process debit and credit payments

Say "Yes" to more clients

Offer more payment options

Whether accepting credit or debit payments online or in-person, expand your payment options to service clients that prefer to pay by credit or debit.

  • Supplement your existing payment options

  • Broaden your client base

  • Improve the client experience for those that prefer card payments

credit card processing for tax pros
credit and debit card processing

Not just for tax time

Collect fees for professional services

With Credit and Debit Card Payments you can collect payment for professional services you provide - not just tax preparation.

  • Consulting

  • Accounting

  • Bookkeeping

  • Insurance & more

Competitively priced

Designed for accountants and tax pros like you

Accept payments all year long with competitively priced merchant services.

2.9% + 25¢

Cost per transaction

 

Card brand network fees may apply

1%

Cost per eCheck transaction

 

($5 maximum fee per transaction)

Partner with a payment leader 

 

We partnered with merchant services leader CPACharge to offer debit card and credit card processing tailored to tax professionals like you. Get all the benefits of working with a leader.

Security

The highest level of data security including PCI Level 1 compliance

Support

Get unlimited, expert support by email, live chat or phone

Experience

Over a decade of payments experience and trusted by over 60,000 professionals nationwide

Get started today

Start accepting credit and debit card payments now

Online payments provided through a partnership with CPACharge.
CPACharge

Online payments provided by AffiniPay, LLC, which is not an affiliate of Santa Barbara Tax Products Group.   Separate fees for this service apply. CPACharge is a registered agent of Wells Fargo Bank, N.A., Concord, CA and Citizens Bank, N.A.