Quantic Services for Accountants
Ensure your receivables are always remitted
Our product is loved by Accountants thanks to our great features!
Invoice Management
Accountants provide essential services to businesses and entrepreneurs
of all sizes. Quantic wants to ensure that you get paid for your important
services with our Invoice Management feature. Track which invoices are
pending, sent, or paid and easily manage your firm all in one place.
Send Payment Links
Cut your office supplies expense in half by emailing invoices. Easily
generate and send invoices to your clients with our in-email payment
links. Once a client receives your email and remits payment the status of
their invoice with automatically update in Quantic Services.
Build a Customer Profile
Track your customer’s past service history, contact information, and stored cards on file with Quantic Service’s Customer Database. Use this information to process refunds, send receipts, and keep your client’s information always up to date.
Everything your business needs, on one mobile browser-based platform
Reorder a Service
If you have regular clients whose expenses you manage outside of Tax
Season, easily reorder your consulting services using our manual reorder
function. With stored cards on file, it’s never been easier to generate new
revenue from your accounts receivable!
Set Access Controls for Multiple Users
If you manage a team of accountants, and you want to restrict access to
cards on file, cash payments, or landing pages you can! Ensure your
team has access to only the information they need to see and add an
extra level of security for your clients.
Browser-Based Mobility
Thanks to our unique web browser-based product you can conduct your
business pretty much anywhere you have an internet connection! Start
taking advantage of at-home consultations or work completely remote.
Quantic Services allows you the freedom to create invoices and collect
revenue wherever your business takes you!
Optional Card Reader Integration
If you’d like to process physical cards on file, Quantic Services has a
function to process credit card payments with EMV. In addition to our
manual credit card option, installing a physical card reader is a quick
setup that can add an additional level of security and professionalism to
your firm.
Setup a Service Catalog
Our Quick Charge payment screen on Quantic Services allows you to
process cash and credit payments. If you’d like to build out a service
catalog for your consulting fees, labor hours, or other services. Quantic’s
user-friendly interface allows you to easily define and track your service
revenue.
Generate a Hosted Payment Page
If your business operates a website, Quantic Services has the
functionality to take payments of services through a Hosted Payment
Page. Once designed, easily add an accessible link to your site and open
up another revenue channel to take payments on invoices!