Client Portal and Online Payment Processing Services - TPS Cloud Axis

Posted over 2 years ago by Giovanna Zisopulos

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Giovanna Zisopulos Admin

TPS Cloud Axis Ultimate plan includes a Client Portal that provides the functionality to send invoices and necessary documents directly to your clients. This feature aims to streamline document management and distribution to customers. You can upload files to the portal from the Print/Send batch or directly from the client section's portal option. Additionally, it provides your firm's customers with a secure method to upload files. Allowing them to verify what has been uploaded to the portal will enhance your clients' experience and streamline your staff's workday. Any files uploaded by your firm or by your clients will be accessible in TPS Cloud Axis under the Client Portal option.

TPS Cloud Axis Client Portal provides the option to integrate with online payment processing services such as Stripe, PayPal, PayClix, Clover Connect, and CPA Charge. This integration empowers your firm to link one of your existing accounts and enables your clients to conveniently make payments via credit card for any outstanding invoices or even submit pre-payments. All payments made through the portal are automatically associated with the respective client's accounts receivable, eliminating the need for any extra manual steps. Once you've successfully integrated online payment processing with TPS Cloud Axis, you can easily initiate the process of inviting your clients to make online payments in just a few simple steps. Additionally, you can leverage the integrated online payment software from your firm's office using the TPS Invoice Menu icon, making credit card payment processing a breeze.

Client Portal Integrations

Online Payment Processing Services: