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Implementing a Secure Payment Page (For Tax & Accounting Professionals)

Video Transcript

00:00:00:07 – 00:00:29:13

Welcome to the GetNetSet website building video series for tax and accounting professionals. As part of our series on adding client service features to your site, we’re going to talk briefly today about implementing a secure payment page. An online payment system is a huge help if you work with clients remotely, saving you time and headaches surrounding sending out invoices and payment reminders, as well

00:00:29:13 – 00:00:55:11

as processing mailed checks or taking card payments over the phone. Clients also really appreciate the convenience of paying online, regardless of whether they meet you virtually or in person. If they forget their wallet at a meeting, they can just pay on their smartphone. And last but far from least, an online payment system helps to protect you from the hassle of banks returning checks for lack of funds.

00:00:56:07 – 00:01:21:10

So let’s take a look at how a sample payment page works. We have a demo homepage here and we’ll imagine that a client clicks on the “Make a Payment” option, which brings them to a page like this one. As you can see, this page is set up for clients to send payments via PayPal. PayPal is one option, but there are several other very good options as well.

00:01:22:03 – 00:01:54:01

Some merchant services companies even offer package deals which allow both online payments and in-person swipe and chip transactions. Our team here at GetNetSet can fill you in on how those arrangements work and the service providers we recommend. In any case, the great thing about using third party processors is that they already have robust security infrastructure in place, so you don’t have to reinvent that wheel.

00:01:54:11 – 00:02:24:11

And with any of these providers, the payment form itself is ultra simple. Here, the client simply fills in their name or the organization name, and then the amount of the payment. When they click the “Make a Payment” button, it brings them over to the processor’s site, in this case PayPal, to complete the transaction. The client can pay with any major credit or debit card or by electronic check or transfer.

00:02:24:14 – 00:02:40:13

And it really is as simple as that to accept payments online. All you need is the right setup. If you have any questions, feel free to reach out to our team. Otherwise, thanks for watching and we will see you in the next video.