1)I have "retail " income tax return clients ....
When they come in to the office, they give me a check or a card.
When they are electronic, I send them a PayPal invoice, they can call with a card number, or they can mail a check.
This works pretty well, but is there a more efficient way?
2) I have business clients requiring various bundles of services and I bill them (usually the same amount) monthly, though some are quarterly.
Here's where I need the most help.
Some clients have a card on file, which we have to run. Some clients require permission to charge their card. Some prefer to pay quarterly. Some mail a check. Some are always late. Some have cards that are often hacked. Some prefer a pay pal invoice. Its a LOT to manage.
Obviously, a fix was to require a card on file for all new clients, billed monthly, without asking each time. We require this now for new clients only. We use chase paymentech and the price seems reasonable. Though nothing is automated.
But I still have 30 mish mosh clients when it comes to billing.
Any ideas? What do you do? Any good services or software out there?