How to start a payments app for accountants: monthly fees, client invoices and faster payment
By SendPay Business · · 2 min read
Accountants and bookkeepers increasingly charge a fixed monthly fee, but many still send manual invoices and chase clients at year end. Their clients are small businesses who need better ways to get paid too. A payments platform for firms can fix their own billing and give them something useful to recommend.
What firms want
- Monthly fee plans that bill clients automatically.
- Invoices for one-off work such as tax returns.
- Clear records that match their bookkeeping.
- Something to offer clients who need payment links and accounts.
Reaching them
Accountants meet through professional bodies, software partner programmes and local business networks. A firm that likes your platform can introduce it to dozens of its own clients.
Things to watch
Firms care about accurate records, so make exports simple and clear. Don't present the platform as financial or tax advice, and be clear about fees for the firm and its clients.
Where SendPay fits
SendPay lets you launch your own payments platform under your brand, with GBP, EUR and USD accounts, transfers, branded Visa cards, payment links, invoices and subscriptions, powered by licensed partners. SendPay isn't a bank and doesn't offer lending.
Build it
Create your own financial platform.
Pick a template, name it, brand it, preview every page before you pay. Your brand, your users, your fees.
Build my platform →Questions people ask
How do I start a payments platform for agencies?
Bill retainers, invoice clients and pay freelancers.
Agency payments →How do I start a business account platform?
Offer accounts and cards built for small firms.
Business account platforms →Should I send a payment link or an invoice?
Links suit one-off payments; invoices suit formal bills.
Links vs invoices →Read next
This guide is general information, not legal or financial advice. SendPay Business is a technology company, not a bank, and does not take deposits; regulated services on the platforms are provided by licensed partners. PayPal, Patreon and Substack are named as reference points only and are not affiliated with SendPay Business.