Case Study: Accounting Services eliminates funds-handling risk and streamlines large-client migrations with Anybill

Accounting Services Company - Customer Case Study

Accounting Services Company, an accounting firm managing a large roster of tax compliance clients, needed to eliminate the risk associated with handling client funds and payments. They required a provider that met regulatory requirements for a money service business and payment processor, and selected Anybill to provide payment processing and treasury services.

Anybill deployed its core payment processing capabilities and added dedicated project management, oversight, and communications to smoothly migrate the firm's large client portfolio. Anybill’s experience with large transitions delivered full transparency, regulatory-compliant onboarding and successfully removed the firm’s exposure to fund-handling risk while establishing ongoing treasury and payment processing support.