For consultants
Fix your clients' payments without reopening their software decision.
You spent months getting a client onto the right software. SwitchKeep lets them choose their processor separately, so a better rate or cleaner deposits never means another migration.
Who this is for
Advisors businesses already trust.
Accountants and bookkeepers
Every payment recorded on its invoice, and deposits and fees shown per payout, makes month-end reconciliation shorter.
Fractional CFOs
Processing cost becomes a line you can negotiate, because the processor can change without the software changing.
Business coaches
Help owners collect from the invoice and save cards for repeat work, inside the workflow you've taught their team.
Implementation consultants
Set up payments as part of a software rollout, or fix them afterwards, with a step-by-step switch your client can follow.
What your clients get
The questions you'd ask of any payments setup, answered.
Who sets the rate?
The processor, or the payments partner the client came through. The SwitchKeep extension is free; where we set up the account, we're paid through a share of processing.
Do the books match?
Payments are recorded on the invoice automatically. The merchant portal shows each deposit and the fees behind it.
What does the team have to learn?
One Pay button on the invoice they already use. The software, the invoices and the routine stay the same.
How we work together
You make the introduction. We do the setup.
Introduce a client
Send us the client's software and processor, or bring us into a call.
We check the fit
We confirm coverage and explain the switch, to you and the client.
We run the setup
Connection, testing and the client's walkthrough. You stay as involved as you want.
You stay the advisor
The client relationship is yours. We support the software.
FAQ
Questions consultants ask.
Do my clients have to change software or processors?
Not software, ever. Processors only if theirs isn't supported, or they want a better rate.
Are referrals paid?
We agree referral terms with each partner. If your professional rules limit referral fees, the benefit can go to your client instead.
Do I have to provide support?
No. We support the client directly. You're welcome to join the setup calls.
Can I see what the client sees?
Yes. The getting started walkthrough is the same one we send clients.
Have a client in mind?
Tell us their software and processor. We'll tell you whether SwitchKeep fits before you raise it with them.