Case Study: White and McGowan achieves secure, PCI-compliant online payments and a streamlined back‑office with MoonClerk

How MoonClerk Helps White and McGowan Meet Their Financial Compliance Standards And Simplify Their Back-Office

White and McGowan, a financial planning and asset-management firm serving physicians and dentists, needed a secure, compliance-ready way to accept client payments and simplify back-office billing that previously relied on checks and phone transactions. They chose MoonClerk to provide an online payment solution that would meet their cybersecurity and PCI requirements while fitting seamlessly into their website.

MoonClerk (using Stripe as the processor) implemented embedded, SSL-encrypted, PCI-compliant payment forms with AES-256 encryption and customizable payment links, so no card data is stored by the firm. The MoonClerk solution let clients pay by card or bank draft anytime, streamlined fee collection, removed manual phone/check processing, reduced administrative involvement, and helped White and McGowan meet their compliance standards.

White and McGowan

Matthew White

Principal Partner