Payment Collection

How to Use CPACharge with Smith.ai Receptionists

CPACharge is one of several payment providers available to CPAs, but there are some noteworthy benefits to choosing them: No hardware requirements. Fraud protection and data encryption. In-house expe…

Crystal Field
Updated 1 month ago by Crystal Field

How to Use Headnote to Collect Payments with Smith.ai

Smith.ai receptionists can accept payments from your law firm's clients over the phone through Headnote, the most modern choice for secure, compliant online law firm payments with the lowest fees in…

Crystal Field
Updated 6 months ago by Crystal Field

How to Use LawPay to Collect Payments with Smith.ai

Please note: Payment collection is not available for legacy Essential plans (no longer available). Explore our Virtual Receptionist and Outreach Campaign plans. Smith.ai receptionists can accept paym…

Maddy Martin
Updated 6 months ago by Maddy Martin

How to use Authorize.net to store credit card information

Smith.ai receptionists can save payment information from business' clients over the phone through Authorize.net — this can be useful when clients want to give you their credit card for future charges…

Crystal Field
Updated 6 months ago by Crystal Field

Payment Software Integrations

Smith.ai integrates with most major payment processing software so receptionists can easily collect payments on your behalf. We can collect payments on an ongoing basis, such as when pre-payment is r…

Jessica Paxton
Updated 3 months ago by Jessica Paxton

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