BatchOut for CPAs: You See the Processing Fees First.

Card fees land on the P&L you prepare. Introduce the client to a team that matches the processor to the business.

Become a Referral Partner

CPAs and Accounting Firms

8
Processors in the lineup
50 states
Installation and support
3 ways
Free, lease or buy hardware
12
Business types mapped
Why your clients need it

The Card Costs Show Up in Your Work.

Four moments a CPA spots a payments problem first.

Fees keep climbing

The merchant fees line grows faster than sales, and nobody can explain the statement.

Deposits do not tie out

Batches settle net of fees on different days, and the reconciliation takes hours.

A new entity or location

The client opens a second location or a new company and needs processing in its name.

Cash discount questions

The client asks whether they can pass the card cost to customers, and how.
How the referral works

Introduce the Business. We Handle the Rest.

01

Introduce the business

Send a name and a number. The owner sends us their processing statement directly.

02

We match the system

We map how the business takes money, then match it to Square, Clover, NCR, Genius or the rest of the lineup.

03

We install and support it

Hardware free, leased or bought outright, installed anywhere in the country, with a support team that answers.

04

Ask about compensation

No commission is allowed on an attest client. Ask us how referral compensation works for your firm, and check your own licensing rules first.

Become a Referral Partner
What we set up

One Team From Statement to Install.

Matched to the way the business takes money.

The processor

Square, Clover, Genius, BillerGenie, NCC, NCR, RMH and Order Counter, matched to the business.

The hardware

A free device for qualifying volume, a lease, or bought outright.

The install and support

Installed anywhere in the country, with a support team that answers.

See the setup for each business type.

The rules for your profession

Disclosed in Writing. Never on Attest.

New Jersey and New York rules cover a commission for referring any product or service, payments included.

  • No commission on a client your firm audits or reviews, examines prospective financials for, or compiles statements for (New Jersey: any compilation accompanied by a report), or, in New York, performs any other attest service for (N.J.A.C. 13:29-3.12(b); 8 NYCRR 29.10).
  • New Jersey wants the disclosure in writing at or before the referral, signed and dated by the client and by us (N.J.A.C. 13:29-3.12(f)).
  • New York wants it on firm letterhead in 12-point type, naming the product, the provider, your relationship and the commission or its basis (8 NYCRR 29.10).
  • Ask us how referral compensation works for your firm, and check your own licensing rules first.

A summary for orientation, not legal advice. Your licensing board and counsel have the final word.

Commonly Asked Questions

A CPA referral partner introduces a business client to BatchOut, Batch Group's payments and point-of-sale division, which matches the business to a processor and installs and supports the system.

Can a CPA accept a commission for referring a payments provider?
For a client the firm performs no attest services for, New Jersey and New York permit it with written disclosure, because their rules cover the referral of any product or service. No commission may be accepted on a client the firm audits or reviews, compiles statements for (New Jersey: any compilation accompanied by a report), or examines prospective financials for, or in New York performs any other attest service for.
Can I refer an attest client without taking a fee?
Yes. An introduction with no compensation is not a commission. Tell us the client is an attest client and we will record it as a no-fee introduction.
What does BatchOut set up?
Payment processing and point of sale. BatchOut offers Square, Clover, Genius, BillerGenie, NCC, NCR, RMH and Order Counter, and matches each business to the processor that fits it. Hardware can be a free device for qualifying volume, a lease, or bought outright, and installation is nationwide.
Can a business pass card costs on to customers?
Often, within the rules. A cash discount is protected by federal law. New Jersey caps a surcharge at what processing actually costs and requires it to be disclosed before the customer is charged, and Visa caps a surcharge on credit at the merchant's rate or 3%, whichever is lower.
How are referral partners paid?
Ask us how referral compensation works for your profession, and check your own licensing rules first. If you hold a license, its rules on referral fees apply to you.
Referral partners

Send Us the Client. We Will Read the Statement.

One introduction, the right processor for the business, and hardware installed and supported anywhere in the country.

Become a Referral Partner
Become a referral partner