Trust-account compliance (IOLTA-friendly)
Law firms can't deposit card processing fees into trust accounts. We place firms on processors with split-deposit / dual-account configurations so trust money lands in the trust account and fees come out of operating — automatically, every batch. No bar-association heartburn.
Large invoice + retainer billing
A $25,000 retainer or a $150,000 close-out invoice. Most processors choke on amounts that high or hold them for review — we place you on processors with the right risk-tier configuration up front so funds release on schedule.
Client-by-client surcharge rules
Surcharge works for some client relationships, not others. Our setup lets you flip the surcharge on or off per invoice — you choose when to absorb the fee and when the client does. Margin protection where it matters, relationship protection where that matters more.
Merchant rewards on every collected invoice
FinCo's merchant rewards program credits points for processing tenure, large-invoice volume, and referrals to other professional-services firms. The relationship-business model rewards the relationship business.