E-books and Guides
We create a variety of e-books, guides, and white papers to provide in-depth information on the latest industry trends and step-by-step instructions for solving problems in your firm.
In this guide, we’ll break down exactly what surcharging means, its legal status in all 50 U.S. states, and important information you need to know about the practice before you implement it into your business.Download
Making the transition back to working from an office after working remotely for several months can be tricky. Our whitepaper offers helpful tips to support you as you navigate this challenging situation.Download
Download our comprehensive product guide to learn more about the payment solution that's trusted by more than 150,000 professionals, recommended by the AICPA and over 30 state CPA societies.Download
Learn how technology is continuing to reshape the way professional service firms like yours conduct business, and why a modern payment solution is crucial to providing an exceptional client experience today.Download
Whether you're considering accepting credit or debit cards for the first time, you're shopping for a new payment processor, or you just want to offer informed advice to your clients—this guide has everything you need to know.Download
Safeguarding your firm’s and your clients’ data is more important than ever. This guide offers step-by-step instructions for optimizing your firm’s security, with tips on everything from passwords to network configuration and more.Download