Client visibility
Can clients see what they owe?
Clients can access open invoices from the TPS Cloud Axis Client Portal, giving them a central place to see what is outstanding and take the next step.
TPS Cloud Axis ePayments
Electronic Payments for Accounting Firms
Let clients view open invoices and pay through the Client Portal while TPS Cloud Axis applies payments to accounts receivable and syncs with supported payment providers.
Clients view open invoices
Single, multiple, or partial payments
Payments apply to accounts receivable
Image Placeholder
Client Portal invoice payment view
Screenshot Purpose
Show a client selecting one or multiple open invoices, including a partial payment option, before being passed to a supported provider.
[Product Screenshot Needed]
The Collection Gap
Sending an invoice is only part of getting paid.
When payment collection happens outside the systems your firm uses for billing and client work, staff can end up chasing outstanding invoices, checking separate payment systems, and manually matching payments to accounts receivable.
Clients need clarity
They should not have to contact your firm just to determine what they owe.
Staff need connection
Payment activity should stay tied to invoices and accounts receivable.
Firms need fit
TPS syncs with supported third-party payment processors instead of acting as one.
TPS Cloud Axis connects electronic payments to the accounting firm workflow. Clients can view open invoices and make payments through the Client Portal, while payments are automatically applied to outstanding accounts receivable.
How It Works
From invoice to accounts receivable, without breaking the workflow.
The value of electronic payments is not simply giving clients another way to pay. It is keeping the payment connected to the billing workflow that surrounds it.
01
Firm invoices client
The payment workflow starts from the billing activity already in TPS Cloud Axis.
02
Client opens the portal
The client accesses the TPS Cloud Axis Client Portal to review what is outstanding.
03
Client selects invoices
They can choose a single invoice, multiple invoices, or a partial payment amount.
04
Provider processes payment
Payment is made through the supported third-party payment provider.
05
TPS applies the payment
TPS Cloud Axis applies the payment to outstanding accounts receivable.
06
Status updates
The invoice payment status is updated so the firm has current payment visibility.
Suggested Visual
Annotated payment workflow screenshot
[Product Screenshot Needed] Use a real product state that shows open invoices in the Client Portal, invoice selection, and updated payment status. Annotation labels should identify where the client chooses invoices and where TPS reflects the account receivable update.
Buyer Questions
The payment details accounting firms actually need to verify.
Payment choice
Can they pay more than one invoice?
A client with several outstanding invoices can make payments against multiple invoices through the portal rather than handling each invoice separately.
Partial payments
Can clients make a partial payment?
Clients can make partial payments through the Client Portal, keeping the payment connected to the invoice and accounts receivable workflow.
Accounts receivable
What happens after payment?
Once a payment is made through a supported payment provider, TPS Cloud Axis automatically applies the payment to accounts receivable and reflects the updated invoice payment status.
Supported Providers
TPS Cloud Axis connects to payment processors. It is not the processor.
TPS Cloud Axis synchronizes with supported third-party payment providers so accounting firms can connect electronic payments to billing and accounts receivable without TPS acting as the payment processor.
Explore all TPS Cloud Axis integrations
TPS Cloud Axis Client Portal
Syncs With
Supported payment provider
Operational Value
Online payments solve only one part of the collection problem.
For an accounting firm, the work around a payment matters too: identifying what is outstanding, giving the client a way to act, determining which invoices the payment belongs to, and keeping accounts receivable current.
Payment received
TPS applies the payment to the outstanding balance instead of leaving staff to manually match it later.
Status updated
The invoice payment status reflects the connected payment activity after the provider processes it.
Workflow connected
Payment collection remains tied to the Client Portal, billing, and accounts receivable activity around it.
TPS Cloud Axis connects billing, client access, payment collection, and accounts receivable so the payment workflow stays tied to the broader system firms use to manage their practice.
Questions
Confirm the fit before the demo.
Is TPS Cloud Axis the payment processor? +
No. TPS Cloud Axis is not the payment processor. It synchronizes with supported third-party payment providers and connects the payment workflow to invoices and accounts receivable in TPS Cloud Axis.
Which payment providers are supported? +
TPS Cloud Axis supports payment integrations with Stripe, PayPal, CPACharge, Clover Connect, and PayClix. These third-party providers handle payment processing while TPS Cloud Axis connects payment activity to the firm's billing and accounts receivable workflow.
Can clients pay multiple invoices? +
Yes. Clients can view multiple open invoices through the TPS Cloud Axis Client Portal and make payments against them.
Can clients make partial payments? +
Yes. TPS Cloud Axis allows clients to make partial payments through the Client Portal in addition to making payments against one or multiple invoices.
Are payments applied to accounts receivable? +
Yes. Payments made through the connected ePayments workflow are automatically applied to outstanding accounts receivable, and the invoice payment status is updated accordingly.
Is KBA required for ePayments? +
No. Knowledge-based authentication (KBA) is a separate Client Portal capability and is not required for TPS Cloud Axis ePayments.
See The Connected Workflow
Bring invoicing, client access, electronic payments, and accounts receivable into one workflow.
See how TPS Cloud Axis connects payment collection to the systems your accounting firm already uses to manage billing and client work.
Explore Time & Billing Pricing
Before You Choose a Plan
Most firms start with a walkthrough to ask questions and confirm fit
— then choose a plan with confidence.
Entrepreneur
Simple Time and Billing
$18 USD/Month Per user
Essential Time and Billing Tools to Keep You Moving.
Reliable and User-Friendly: Perfect for small teams and freelancers. This tier offers all the time and billing features you need.
What You’ll Get
Full Time & Billing- Time, WIP, AR, & History
- Mark Up/Down
- Billing Options
- Client Inquiry Access
- Detailed Reports
- Payments and Adjustments
- Batch Invoicing
- Multi-channel Support
- Comprehensive Guides and Tutorials
TPS does not charge an onboarding fee. Data conversion is billed separately, if required.
Pro
For Growing Firms
$25 USD/Month Per user
Workflow, Calendars, Communication, and Client Management for Growing Firms
Everything in Entrepreneur—plus firm and employee calendars, client workflow management, mass mail, communication logs, and task management.
What You’ll Get
Everything in Entrepreneur
- Full Practice Management
- Firm Calendar & Scheduling
- Employee Calendar & Scheduling
- Client Workflow Management
- Mass Mail & Client Communication
- Communication Log
- Workflow Alerts
- Workflow Reporting
- Bi-directional Email
- Multi-channel Support
- Employee Task Management
TPS does not charge an onboarding fee. Data conversion is billed separately, if required.
Ultimate
Most Popular
$34 USD/Month Per user
Seamless Integrations and Advanced Features to Work Smarter
Advanced tools like client portal storage, e-signature, KBA, ePay/CPA Charge payment processing, Power BI, AI MCP, QBO integration, and multi-office support.
What You’ll Get
Everything in Entrepreneur and Pro
- Multiple Office & Consolidation
- Bi-directional Outlook Email
- Outbound Gmail
- QBO bi-directional synchronization
- Secure Client Portal With Unlimited Storage
- ePay / CPA Charge Payment Processing
- Power BI Firm Insights & Dashboards
- AI MCP Integrations
- Secure TPS E-Signature
- KBA (Knowledge-Based Authentication)
- Comprehensive Integrations
Integrations require a valid license for each connected product.
QuickBooks Online (QBO) implementation is $350 USD and includes the first 2 hours. Additional time is billed at $150 USD per hour.