Payment System for Accounting Firms
With our secure online technology designed particularly for accounting professionals, you can easily accept credit, debit, and eCheck payments in your business.
Xceleran - CEC
Business Life Cycle management from customer acquisition to payment management. Get more business, keep more of your money, and build brand loyalty.
Know your numbers
At a glance, you can see recent history, current status, and future bookings. You can also see sales by each.
You set the Months you want to see in Settings/Company Information.
Take a quick view of New Bookings, Booking Unpaid, New Customer Registrations, and Pending Bookings with a multicolor graph view of your business performance.
Easy Booking Management Interface
All Booking Requests are saved to this tab. From here you can sort, edit, and change assigned tasks.
- Appointments can be retrieved based upon your criteria.
- You can view your bookings by the date they were booked.
- You can export any search to Excel.
A daily manifest can easily be created by selecting the Date and entering the date of the job in both the Date From and To boxes. Click search and then export to excel for a full list of customers for the day, including notes and payment information.
PLEASE NOTE: Bookings can be created from the Customer Calendar or the CEC Calendar Tab.
In the Customers tab, you can find customer details, add a new customer, create a booking, and link to an email or telephone.
- Use the search bar to search for customers.
- Click a name to open details or to create a new booking for this customer.
- If you are on your mobile device or have a computer phone source like myServicePhone or Skype Phone you can click to autodial.
- Click on the email address, and you will open your default email.
- Customers are added automatically when they request a Booking.
- You can also manually add customers or create a Booking for them directly.
- Export to Excel file option is available.
- XPayLink allows a deposit to be collected when the booking is made.
- XceleranCC-Virtual Terminal features
- 4 ways to manually collect payments including Point of Sale
- Transaction Management including Voids and Refunds
- Integrates with QuickBooks Online for easy seamless bookkeeping
- Processing cost – 2.9% + $.10/transaction or BETTER
CallPop Intelligent Phone Answering Software:
- Gathers key current data on customer calling from Xceleran BMS. Read more
- Provides access to past history as well as makes notes. Read more
- Links to Customer Site in Xceleran BMS. Read more
- Links to XceleranCC-Virtual Terminal. Read more
* Requires approved voice-over IP phone service.
Our Integrating online Reputation Management into your personalized Business Management System gives you visibility into how your customers and potential customers see you, AND as importantly a way to instantly and easily respond.
Based on how your business performs in four (4) areas:
Social Reputation Rating
The average star rating for each of the past three months. The associated “Customer Trends” button can be used to show or hide customer trends on the same graph.