Accounting & Tax Prep Payment Processing
Merchant Accounts for Accounting & Tax Prep Firms
Reliable payment processing for CPA firms, bookkeeping services, tax preparation businesses, and financial advisory practices.
Financial Services Expertise
Our underwriting team works with accounting firms and tax preparation businesses of every size.
Retainer Billing
Monthly accounting retainers, tax prep installments, and annual service plans handled through native recurring billing in our gateway.
Fast Approvals
Most accounting and tax prep merchants receive a decision within 24 to 72 hours of submitting a complete application.
See How Your Processing Rates Compare
Accounting firms deserve transparent pricing without hidden fees. Enter your monthly volume and current rate to see what we can offer.
- Built for retainer and seasonal billing
- Interchange-plus pricing, no hidden markups
- Fast approvals for accounting and tax prep
How much are you overpaying?
Enter your numbers from last month's processing statement.
All figures shown are estimates only and may be subject to change based on application review, business model, risk factors, and underwriting assessments. This tool does not constitute a commitment, guarantee, or offer of specific terms.
Same-day decisions · No application fee · Dedicated account manager
Processing Built for Financial Professionals
Challenges Accounting Firms Face
Seasonal Volume Spikes
Tax preparation businesses see dramatic volume increases during Q1 filing season. Standard volume caps can block revenue at the worst possible time.
Retainer Billing Complexity
Monthly accounting retainers and quarterly advisory fees require recurring billing infrastructure that many standard processors handle poorly.
Client Payment Plan Risk
Offering tax prep installment plans increases accessibility but creates chargeback risk if clients dispute service outcomes before completing payment.
Online Payment Collection
Accounting firms that invoice remotely need clean online payment collection that integrates with their practice management workflows.
Built for Accounting and Tax Prep
Accounting Firm Underwriting
Specialist underwriting for CPA firms, bookkeeping services, tax prep businesses, and financial advisory practices.
Recurring Retainer Billing
Monthly retainers, quarterly advisory fees, and annual service plans managed through our gateway's built-in recurring billing engine.
Online Payment Collection
Accept payments via invoice link, payment portal, and online billing for remote client collections.
Seasonal Volume Capacity
Underwriting built for tax season spikes so you are never capped during peak filing periods.
Chargeback Alert Integration
Ethoca and Verifi alerts notify you of incoming disputes before they post, protecting retainer and tax prep revenue.
Dedicated Account Manager
A named account manager experienced with financial services payment processing, available around the clock.
Corepay By the Numbers
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24-72h Typical Approval Window
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98% Uptime SLA
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135+ Currencies Supported
Processing Payments in 30+ Countries
United States
50 statesFull domestic processing with next-day funding and dedicated account management.
European Union
27 member statesPSD2 and SCA compliant processing across all EU member states with multi-currency settlement.
United Kingdom
England, Scotland, Wales, NIFCA-regulated payment processing with GBP settlement and local acquiring.
Australia
All territoriesAPRA-compliant processing with AUD settlement and Asia-Pacific connectivity.
Accounting and tax service businesses face scrutiny when it comes to payment processing because many transactions are card-not-present, which means a higher chance for fraud. Chargebacks occur in the tax prep and accounting industry due to the volume of phone and online transactions.
How to Choose a Payment Processor
Given the complexities of chargebacks and the unique needs of your business, selecting the right processor is important. We recommend comparing services (virtual terminal, mobile, payment gateway, MOTO), comparing rates across providers, and prioritizing experience in your specific field.
Why Choose Corepay
We are confident in our ability to support your accounting or tax business, whether you are a startup or have a well-established history. Our anti-chargeback tools, proprietary gateway, and acquiring bank relationships ensure you get competitive rates tailored to the accounting and tax sectors.
- Competitive processing rates designed for profitability
- Approvals typically within 24 to 72 hours
- High-volume processing through our payment gateway
- Multi-currency support
- PCI Level 1 secure gateway, monitored and tested 24/7
- Mobile payment acceptance
- Waived application, setup, and annual fees
- 24/7 customer service
