For accountants, bookkeepers & advisors

Payment Processing for Accountants & Bookkeepers — get paid on send, not on chase

CC Payments is the managed payment processor for UK accountancy practices, bookkeepers and financial advisors. A Pay by Bank link on every invoice. Recurring billing for monthly retainers. MOTO for phone payments. Clean reconciliation straight into Xero, QuickBooks or Sage — purpose-built for professional services firms that want predictable cashflow.

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PCI DSS Level 1
Xero / QuickBooks / Sage ready
No chargebacks on bank transfers
Live in 24 hours
UK-based team
Why advisors choose CC Payments

Cashflow built into every invoice you send.

The 30-day invoice is dead. Clients expect a one-tap link. Partners expect money in the bank on send, not on chase. Practice managers expect reconciliation that doesn't require a spreadsheet. CC Payments does all three, with the pricing and compliance model specifically designed for professional services firms.

Paid on send, not on chase

A one-tap Pay by Bank link on every invoice. Clients authorise in their banking app, funds clear in minutes, WIP becomes cash.

Monthly retainers on autopilot

Recurring billing for fixed-fee clients. Automatic retries on failed cards, customer portal for updates — no manual chasing, no awkward conversations.

Clean reconciliation

Every payment tagged with invoice number and client code. Export to Xero, QuickBooks or Sage. Month-end closes itself.

How it works

Built for the way accountancy firms bill

Accountancy billing has three distinct patterns, and most payment processors only handle one of them well. Ad-hoc invoices — year-end fees, self-assessment, audit, tax advisory — need a one-tap payment link that lets clients pay instantly from their bank app. Monthly retainers — bookkeeping, payroll, ongoing advisory — need reliable recurring collection with smart retries and a customer portal. Phone clients — especially older clients who still prefer a call — need MOTO payments keyed securely into a dashboard, not dictated over the phone to be written on a pad.

CC Payments supports all three on one platform, with deep integration into Xero, QuickBooks Online, Sage and FreeAgent. Every payment auto-matches against the invoice it settled. Every retainer tags against the client code. Month-end reconciliation moves from a half-day job to a five-minute review. Our developers handle the integration as part of the managed service — no internal technical project, no partner time spent on setup.

Features for accountancy firms

One stack across every billing pattern

Ad-hoc invoices, monthly retainers, one-off projects, self-assessment season spikes — all on one platform.

Pay by Bank on invoices

Add a one-tap link to every invoice you send. Client authorises in their banking app. 1% flat, no chargebacks.

Recurring retainer billing

Monthly fixed-fee subscriptions for bookkeeping, payroll and advisory clients. Smart retries on failures.

MOTO phone payments

Take card payment over the phone from the dashboard — for clients who still prefer a call to an email link.

Card on file

Tokenised cards for trusted clients. Bill a project at completion without asking for card details again.

Client-tagged reporting

Every payment tagged with invoice number and client code. Matches your ledger out of the box.

Accounting integrations

Xero, QuickBooks, Sage and FreeAgent. Payments auto-match against invoices — no manual bank rec.

Pricing for accountancy & advisory

Transparent rates. No monthly fee.

Custom pricing for firms over £50,000/month. Send us your current statement and we'll quote against your actual effective rate.

Debit cards
Visa & Mastercard debit
1.5% + 20p
For smaller retainers and ad-hoc invoice payments.
  • 3D Secure + Apple/Google Pay
  • Saved-card tokenisation
  • MOTO phone payments
Pay by Bank
Open Banking
1.0% flat
Perfect for end-of-year fees, audit invoices, tax bills and corporate finance assignments.
  • No chargebacks — irrevocable
  • Funds in minutes
  • One-tap link on every invoice
  • Huge saving vs. card on large bills
Credit cards
Visa, Mastercard & Amex
2.9% + 20p
Business and premium cards from corporate clients.
  • All major networks
  • Dispute workflow
  • Real-time refunds
Use cases

For every kind of advisory practice

Accountancy practices

Year-end fees, self-assessment season, audit invoices. Pay by Bank on larger jobs saves real money at volume.

Bookkeeping firms

Monthly fixed fees via recurring billing. Automatic retries mean less time chasing cards, more time billing.

Financial advisors & IFAs

Ongoing advice fees, initial advice charges, product-fee collection. Full audit trail for FCA reporting.

Management consultants

Project fees, retainer agreements, milestone billing. Branded checkout on your client portal.

Tax advisors

One-off specialist advice billed via link, ongoing compliance billed via retainer. Clean client reporting.

Corporate finance & M&A

Large success fees, monthly retainers, deal-completion payments. Pay by Bank on £50k+ invoices saves hundreds.

FAQ

Payment processing for accountants — FAQs

What is the best payment processor for UK accountants?

The best UK accountancy payment processor supports two flows: a Pay by Bank link on every ad-hoc invoice (so clients pay on send instead of on chase) and recurring retainer billing for monthly fixed-fee clients. Xero, QuickBooks and Sage integration is essential so payments auto-match against invoices and month-end close is clean. CC Payments is purpose-built for this — managed integration, UK onboarding, and rates that typically beat Stripe or GoCardless on effective cost, especially for larger invoices via Pay by Bank.

How does a Pay by Bank link on an invoice work?

You add a payment link to the invoice you send — by email, PDF or via your accounting software. The client clicks the link, authorises the transfer inside their own banking app, and the funds arrive in minutes. You pay a flat 1% fee, there are no chargebacks, and the payment auto-matches against the invoice in your ledger. For fees of £1,000 or more this is dramatically cheaper than a card transaction.

Do you integrate with Xero, QuickBooks and Sage?

Yes. CC Payments integrates with Xero, QuickBooks Online, Sage and FreeAgent. Payments auto-match against invoices, clients can be tagged with a code for reporting, and month-end bank reconciliation is effectively automated. Integration setup is part of the managed service.

Can I run recurring monthly retainer billing?

Yes. Recurring retainer billing is supported via card-on-file or Direct Debit, with smart retries on failed payments and a client self-serve portal where they can update their card. This removes the need for manual chasing of monthly fixed-fee clients and materially improves retention on bookkeeping and advisory engagements.

Is Pay by Bank better than GoCardless for accountants?

They serve different needs. GoCardless is strong for ongoing Direct Debit collections. Pay by Bank is better for one-off invoice payments — instant settlement, no mandate setup, and authorised by the client in their banking app in seconds rather than requiring a signed mandate. Most accountancy firms benefit from offering both: Direct Debit for fixed monthly retainers, Pay by Bank for ad-hoc project invoices. CC Payments provides both on one platform.

How long does it take to get set up?

Most UK accountancy firms are live within 24 hours of completing KYC. Our team handles onboarding, Xero / QuickBooks / Sage integration, and payment-method configuration — there is no technical project for the firm to staff.

Related sectors

Other industries we serve

Get paid like a modern practice.

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