Whether your firm already accepts credit card payments or you’re considering it, it’s important that you collect certain information to protect your practice and client relationships. Download these payment authorization forms to include in your intake paperwork.
When given a choice, 75% of clients prefer to make payments with a credit or debit card. But you’ll want to take steps to protect your firm against payment disputes. To do so, you can add a credit card authorization form to your intake paperwork.
Download these two sample authorization forms
to help you get started. They include:
A client credit card authorization form
An authorization form for friends & family making payments