Accountancy firms face two parallel challenges: managing their own billing efficiently, and helping clients adopt systems that reduce costs, improve compliance, and simplify financial management. Traditional invoicing and manual reconciliation waste time, while handling sensitive payment data creates compliance risk.

SOTpay and SOTpay Connect provide accountants with a PCI DSS compliant, multichannel platform that integrates directly with Xero, QuickBooks, Sage and CRM systems. Use it to automate your own billing, and to recommend to clients as a way to consolidate payments, accounting and compliance in one place.

Why Accountants Choose SOTpay

Automated Retainer & Service Fees
 Collect client retainers or monthly service charges through Direct Debit or recurring card payments, reducing arrears and late invoices.

Deep Accounting Integrations
 With SOTpay Connect, invoices, payments and reconciliation flow directly into Xero, QuickBooks or Sage, eliminating manual data entry and reducing errors.

Client Value-Add
 Recommend SOTpay to your clients as a way to cut card fees, reduce fraud risk, and integrate payments into their own finance systems. This consolidates tools, simplifies reporting, and strengthens your role as a trusted advisor.

Multichannel Payment Options
 Allow clients to pay invoices by SMS, email, WhatsApp, or secure web links — convenient for remote and hybrid relationships.

Fraud & Chargeback Protection
 Transactions authenticated with 3-D Secure shift liability to the bank, protecting your practice and your clients.

Real-World Applications

Billing Retainers: Automate monthly or quarterly service fees for ongoing clients.

One-Off Services: Send secure payment links for project-based work such as audits or tax filings.

Client Adoption: Roll out SOTpay Connect across your SME client base, helping them reconcile payments automatically into Xero or QuickBooks.

Practice Efficiency: Eliminate manual reconciliation and cut compliance scope by keeping card data out of your systems.

The Added Value of SOTpay Connect

Direct Debit & Recurring Payments: Perfect for predictable monthly retainers.

Open Banking Support: Clients pay securely from their bank with lower fees than cards.

Marketplace Plugins: Seamless integration with popular accountancy tools, CRMs, and finance software.

Scalable Client Management: Accountants can manage their own billing and help clients adopt the same solution under one ecosystem.

How It Works

Accountant generates a branded payment request via SOTpay.

Client receives the link via SMS, email or WhatsApp.

Payment is completed securely — no sensitive card data handled by the practice.

With SOTpay Connect, the payment reconciles automatically into Xero, QuickBooks or Sage.

FAQs

Can I automate monthly client billing?
 Yes. Direct Debit and recurring card schedules make retainers simple and reliable.

Does SOTpay integrate with Xero and QuickBooks?
 Yes. SOTpay Connect has direct plugins, ensuring payments and invoices reconcile automatically.

Can I recommend this to my clients?
 Yes. Many accountancy firms use SOTpay themselves and roll it out across their SME client base to streamline finance and compliance.

Is it PCI DSS compliant?
 Yes. Card data never enters your systems, keeping your practice and your clients out of PCI DSS scope.

Does it reduce costs?
 Yes. Open Banking and reduced compliance burdens lower costs for both you and your clients.

Smarter Payments for Accountancy Firms

From monthly retainers to one-off services, SOTpay and SOTpay Connect help accountants simplify billing, cut costs and add value for clients. Secure, compliant, and fully integrated with Xero and QuickBooks, it’s a smarter way to handle payments for your practice — and theirs.