Case Study: CPA Solutions saves time and reduces processing fees with Stax

CPA Solutions Partners with Fattmerchant for a Streamlined Payment Solution

CPA Solutions, a growing accounting firm in the Orlando area with over 1,200 clients, needed a more efficient payment processing solution. Their previous system required a significant amount of manual time to set up clients on recurring payment schedules, which was a challenge as the vast majority of their clients paid by credit card. They partnered with Fattmerchant for a streamlined payment solution to save time and improve their service.

Fattmerchant provided a user-friendly platform that simplified taking payments over the phone and managing recurring billing. The implementation was seamless, and the firm was operational the next day. The solution provided significant cost savings, with CPA Solutions calculating approximately $15,000–$17,000 in savings on processing fees in their first year with Fattmerchant. The firm was so pleased with the service and savings that they became an affiliate partner and now recommend Fattmerchant to their own clients.

CPA Solutions

Dalia Cantor

Owner