Client Payment Automation Portal
A client portal payment portal is a secure (PCI-compliant), private website that provides your clients with a place to login and view personal and financial information. It provides your business required financial management and reporting tools to help you manage your relationship with your clients effectively.
For example, it can provide the ability to electronically share up-to-the-minute information on the client’s account balances, current and historical activities and many more data points. All the information can be available securely and viewed in one secure place—an added convenience for your clients, and an effective way to manage clients’ expectations with an abundance of real-time client data.
While the primary intent is to streamline communications between you and your clients securely, the portal can also securely serve and/or share data with other professionals who are serving your company. For example, financial information can be shared (streamlined) with your accountant, while legal with your attorney.
Payment processing automation and accounting reconciliation helps lower your A/R
Automated variable billing, dunning notices, and statements make getting paid on time easy.
Save time and streamline contract billing by directly integrating into your core business systems.
End worry about PCI compliance with ConnectBooster’s secure payment solutions vault.