Payments built for accountants and accounting firms
A monthly flat-fee retainer with automatic billing for every client, one-off payments for special filings and a deposit for tax return season: a system built around how an accounting firm actually works.
Recurring monthly retainer
Each client pays the monthly retainer with automatic billing on card or direct debit mandate.
Tax return deposit
A deposit is collected before starting work on the annual tax return.
One-off special filing
An extra consultation or occasional filing is paid through a dedicated link.
Reminder on overdue retainer
A missed retainer payment triggers an automatic reminder.
Why RoxPay works for accountants and accounting firms
The way an accounting firm handles dozens of retainer clients, special filings and tax deadlines follows precise logic: here is why RoxPay's approach fits well.
The monthly retainer needs to be collected from every client without manual work
With dozens of clients under management, collecting the monthly fee by hand takes too much administrative time that can be automated.
Special filings do not fit into the fixed retainer
An extra consultation or an occasional filing needs to be invoiced and collected right away, without waiting for the end-of-month invoice.
Tax return season creates a concentrated workload spike
During high tax season, the firm needs to collect deposits from many clients in a short time, without chasing every single bank transfer.
How RoxPay helps your accounting firm
RoxPay lets you automate the monthly retainer for every client, collect deposits for tax return season and have clients pay for special filings through a dedicated link, with automatic reminders on missed payments.
Automatic monthly retainer per client
Every client has a dedicated recurring billing setup, reconciled automatically without manual work.
Tax return deposit
Collect a deposit before starting the filing, spreading the workload of tax season more evenly.
Special filings as one-off payments
Extra consultations and occasional filings are collected via a link, without waiting for the monthly invoice.
Automatic reminders on overdue retainers
Missed payments trigger a reminder and an automatic retry on the client's card.
How much time you can save on recurring collections
An accounting firm with dozens of retainer clients loses hours every month checking incoming transfers and chasing late payers one by one. By automating recurring billing, every client pays automatically and the firm spends that time on actual advisory work instead.
During tax return season, being able to request a deposit via payment link from all clients at once avoids managing dozens of scattered transfers and spreads collection more predictably through the busy period.
Retainers collected without manual work
Deposits for tax return season
Time spent on payment reminders
What changes for your business
Monthly retainer with no manual work
Every client has a dedicated automatic billing setup, reconciled by itself each month.
Deposits for tax return season
Spread the workload of high tax season with deposits requested in advance.
Special filings collected instantly
Extra consultations are paid through a dedicated link, without waiting for the monthly invoice.
Less time on payment reminders
Automatic reminders and smart retry reduce delays from retainer clients.
Secure, compliant payments
3-D Secure, direct debit mandates and PSD2 compliance on every transaction the firm processes.
The most common questions
Can I automate collection of the monthly retainer for every client?
Yes, RoxPay handles subscriptions and direct debit mandates with automatic recurring billing, reconciled per client.
How do I collect a deposit for a tax return filing?
You can send a payment link for the deposit before starting the filing, spreading the workload of the busy tax season.
How do I get paid for an extra consultation outside the retainer?
You can send a dedicated payment link for the special filing, collecting right away without waiting for the monthly invoice.
Does RoxPay integrate with my accounting firm's software?
Yes, we connect to the main accounting software platforms via REST API, with automatic reconciliation of every payment.
Automate collections for your accounting firm
Automatic monthly retainers, deposits for tax return season and one-off payments for special filings, all in one solution.
