Resource Center

Browse our library of educational resources for expert advice and valuable insight on financial technology, billing and payments best practices, and more. (We invite you to check out our instructional videos and the ClientPay blog, too!)


Our e‑books discuss the topics that matter most to today's professionals. Get valuable insight on effectively attracting and retaining clients, streamlining firm operations, and building a profitable business.

Finish Strong: How to End the Year on Better Financial Footing

Learn the steps you can take to clear out your aged receivables and ensure the money you earned this year gets through the door before January.


How to Break Up With Your Bank and Stay Friends

Whether it’s a romantic or business partnership, parting ways is a tough task. Far trickier, though, is finessing the more complicated kind of uncoupling—where it's time to end one key aspect of the relationship while trying to keep the rest intact.


Safely Using Cloud-Based Payment Technology

The demand for professional service providers to accept electronic payments from their clients is on the rise. Fortunately, this is a win-win since electronic payments are faster and more reliable. And with cloud-based payment processing technology, accepting electronic payments is easier and more secure.


Are Employee Perks Good for Business?

There’s a lot of talk about building an employee-focused workplace culture. At first thought, this may conjure images of jaw-dropping perks you’d find at a startup—like daily catered meals and expensive game rooms.


Sick and Tired of Paper Checks?

We've all envisioned the paperless office of the future. In spite of many digitized processes and tech tools to clean the clutter and streamline operations, there's one piece of paper that many firms can't seem to shake off: the paper check.


Should Your Business Accept Credit Cards?

When it comes to personal finances, consumers are quick to embrace tools and technologies that help them make payments and manage their accounts. Yet the business realm has been slow to shed its reliance on more traditional, manual payment methods—i.e. cash and paper checks.


Sample Forms and Agreements

Let us make your life a little simpler. Peruse our catalog of sample forms, policies, and agreements that can all be easily adapted to meet your firm’s unique needs.

Sample Credit Card Authorization Forms

Get two sample authorization forms: one to authorize credit card payments submitted by your client, and one to authorize payments from a third party who is paying on behalf of your client.