on Nov 19, 2024 at 4:47 PM

Inquiry About Credit Card Processors


From: Alex Bowers

User Posts: 2 - New User

I hope this message finds you well. We are currently evaluating our options for credit card processing and wanted to reach out to gather insight.

Could you please share which credit card processor your society is currently using? Additionally, if you have any insights or feedback about their services, pricing, or overall reliability, that would be greatly appreciated.

Thank you in advance for your input!

3 people saw this online 17 people saw this by email
on Nov 20, 2024 at 4:01 PM

From: Darlene Boles

User Posts: 22 - New User

We use the PayFlowPro gateway, but we are in the process of moving away from PayPal and over to a new merchant/processor Integrity Merchant Services. Our fees are supposed to be lower and activity easier to reconcile.

Warm regards,

 

Darlene

Darlene Boles, CPA

Vice President/COO

Membership, Finance & Operations

 

Oregon Society of CPAs | orcpa.org   

d : 503-597-5470 | e: dboles@orcpa.org

p : 503-641-7200 | 800-255-1470 (ext. 117)

Darlene
Darlene Boles, CPA
Vice President/COO
Membership, Finance & Operations
Oregon Society of CPAs | orcpa.org
d: 503-597-5470 | e: dboles@orcpa.org
p: 503-641-7200 | 800-255-1470 (ext. 117)

on Nov 22, 2024 at 1:39 PM

From: Lori Street

User Posts: 1 - New User

Hi All,

I also work with Lisa Schwartz at Integrity Merchant Solutions.  She works with 5 societies and provides great customer service.  Her email is lschwartz@integritymerchantsolutions.com and her number is 860-478-8846 if you want to reach out to her. 

Have a great weekend!

Lori

 

Lori Street, CPA  

lstreet@lsadvisorgroup.com

859-312-7238 

on Nov 22, 2024 at 2:00 PM

From: Faye Hayhurst

User Posts: 1 - New User

When we went to using NetForum as our AMS in 2020, we were told we had to use their approved gateway, which is BluePay (now Clover?), and Cardpointe/CardConnect as the payment platform. (I find the terminology kind of confusing and there also seem to be way too many names involved!) Anyway, Cardpointe/Cardconnect has a great user interface for the merchant, clean and easy to look at. Love the search and reporting functions. We have had very few issues with them through the years, and reconciling with our AMS has been generally easy.

Faye L. Hayhurst, CPA, CGMA
Director of Finance and Administration

MNCPA | 1650 W. 82nd St #600, Bloomington, MN 55431
Direct: 952-885-5540 | Main: 952-831-2707 | fhayhurst@mncpa.org   | MNCPA.org

Elevate your impact.

on Nov 25, 2024 at 1:51 PM

From: Greg Tondi

User Posts: 2 - New User

We use Braintree through PayPal.  Our fees are not too bad.  We also have Merchant Advocate which helps recapture some of the fees.  They receive a commission from the money they get back for us. 

We had BluePay and Cardconnect at my prior role.  I can attest to Faye’s comments below.  Cardconnect did have a nice interface.  The fees were not too bad either. 

GREG TONDI, CPA, CGMA

DIRECTOR OF FINANCE & ADMINISTRATION

Direct: 862-702-5624 | Main: 973-226-4494

105 EISENHOWER PARKWAY, SUITE 300
ROSELAND, NJ 07068

From: Faye Hayhurst via CPASEA <noreply@connect.cpasea.org>
Sent: Friday, November 22, 2024 2:07 PM
To: Greg Tondi <gtondi@njcpa.org>
Subject: [State CPA Societies - CFOs] RE: Inquiry About Credit Card Processors

When we went to using NetForum as our AMS in 2020, we were told we had to use their approved gateway, which is BluePay (now Clover?), and Cardpointe/CardConnect as the payment platform. (I...