General Information

• Setting Up Online Statements
• How to access financial reporting tools online
• How to access 1099-K reporting
• Using Multiple Bank Accounts
• Available Card Types
• Glossary of Terms

Best Practices

• Best Practices: Managing Users
• Calculating the effective rate
• Chargebacks

Published Articles - ClientPay

• Can Credit Cards Improve Your Bottom Line?
• Improve Profit Margins Through Payment Processing Automation
• Is Your Firm Putting Clients’ Credit Card Info At Risk?
• Put a Dent in Year-end Write-offs
• Top 5 Reasons Why Your Firm Should Take Credit Cards
• What types of credit cards should law firms accept?