UBC Unlimited provides merchant services, payment processing, POS systems, and more to Utah businesses.
💼
Professional Services Payment Processing
Payment solutions for law firms, accountants, and consultants
Professional service firms need invoicing, retainer billing, and virtual terminals that integrate with their practice management software.
Utah Professional Services Specialists
20+
Years in Business
Next Day
Funding Available
24–48h
Avg. Activation
Local
Utah Support
20+ Years Serving Utah Businesses
Local expertise, dedicated reps, and industry-specific solutions — not a one-size-fits-all rate sheet.
20+
Years in Business
Next Day
Funding Available
24–48h
Avg. Activation
Local
Utah Support
Challenges We Solve for Professional Services Businesses
Our experience in the professional services space gives us a clear picture of the challenges businesses in this industry face. Here are the problems we hear most — and exactly how we solve them.
The Challenge
Our Solution
1
Retainer and recurring billing management
Manually invoicing clients for monthly retainers is time-consuming, inconsistent, and leads to late payments that disrupt cash flow.
Automated recurring billing
Recurring BillingSet up automatic monthly charges for retainer clients. Authorize once, bill automatically. Clients get a receipt, you get paid on schedule — no chasing, no manual invoicing.
Consistent, on-time retainer payments
2
Invoice payment collection and accounts receivable
Waiting 30–60 days for invoice payments hurts cash flow and requires significant time spent on follow-up.
Digital invoicing with payment links
InvoicingSend professional invoices via email or SMS with a one-click payment link. Clients pay online in seconds. Automatic payment reminders reduce the need for manual follow-up.
Faster invoice payment, less AR
3
Trust account compliance for legal and financial firms
Law firms and financial advisors must keep client funds separate from operating accounts. Standard payment processors don't support IOLTA-compliant workflows.
Trust account compliant payment processing
ComplianceWe work with processors that support IOLTA and trust account workflows, ensuring client funds are properly segregated and compliant with state bar and regulatory requirements.
Stay bar-compliant
4
Remote payment acceptance for distributed clients
Professional service clients are often remote — accepting payment requires a solution that works without the client being physically present.
Virtual terminal & payment links
Virtual TerminalsAccept credit and debit cards over the phone or via a secure payment link. Works from any browser, no hardware required. Ideal for consultants, attorneys, accountants, and coaches.
Accept payment from any client, anywhere
5
High processing fees on large professional service invoices
A 2.5% processing fee on a $5,000 legal or consulting invoice is $125. For firms processing $50,000+ per month in card payments, fees become a significant operating cost.
Cash Discount & Dual Pricing
Cash Discount & Dual PricingOffer clients a cash/check price and a card price. Clients who pay by card cover the processing fee. For firms with high average invoice values, this can save $1,000–3,000+ per month. Fully compliant with card network rules.
Save $1,000–3,000+ per month
6
Client onboarding and engagement letter payment collection
Collecting initial retainers or engagement fees at the start of a new client relationship is often awkward and delayed when relying on checks or wire transfers.
Instant payment links at engagement
InvoicingSend a secure payment link with your engagement letter or proposal. Clients pay their initial retainer online in seconds — before the first meeting. Faster onboarding, faster cash flow, and a professional first impression.
Faster client onboarding
7
Tracking billable hours and tying them to invoices
Disconnected time-tracking and invoicing systems create billing errors, missed billable hours, and disputes with clients over invoice line items.
Invoicing with detailed line-item billing
InvoicingCreate detailed invoices with line-by-line descriptions of services, hours, and rates. Clients see exactly what they're paying for, reducing disputes and improving payment rates. Integrates with common time-tracking tools.
Fewer billing disputes, faster payment
8
Accepting credit card payments without violating professional rules
Some professional associations have rules about surcharging clients for credit card fees. Firms need a compliant way to offset processing costs without violating ethics rules.
Compliant cash discount and ACH alternatives
ComplianceWe work with professional service firms to implement compliant fee-offsetting strategies, including cash discount programs and ACH payment options that reduce card processing costs without violating state bar or professional association rules. We review your specific situation before recommending an approach.
Offset fees without compliance risk
What to Expect When You Work With Us
From your first call to going live — here's the process for Utah professional services businesses.
01
1
Statement Review
Submit your current processing statement. We analyze it line by line and identify exactly where you're overpaying — at no cost to you.
02
2
Custom Proposal
We build a tailored proposal with transparent pricing, the right hardware, and the integrations your business actually needs. No generic rate sheets.
03
3
Setup & Go Live
Our local Utah team handles equipment, training, and integration. Most accounts are active within 24–48 hours. POS system installations typically require a 14-day lead time from approval.
Why Utah Professional Services Businesses Choose UBC Unlimited
We're not a national call center. We're a local Utah team that specializes in professional services payment processing — with dedicated reps, industry-specific solutions, and transparent pricing.
“
“UBC Unlimited saved us over $600 a month on processing. They reviewed our statement, explained every line, and had us set up with a new system in two days. The local support alone is worth it.”
SR
Sarah R.
Utah Business Owner
24–48h
Avg. Activation
20+
Years Experience
Local
Utah Support
Recommended Solutions for Professional Services
Talk to a local expert today
No obligation. No pressure. Just honest advice.
Frequently Asked Questions
Other Industries We Serve
Ready to Upgrade Your Professional Services Payment System?
Get a consultation and see how UBC Unlimited can save you money and improve your operations.