Trusted Advisors

You Deliver a Statement, We Deliver Results
Partner with iTransact to bring best of class credit card processing to your clients. Your clients and your firm will both win.

Your Clients Will Love It!

  • Real, Immediate Savings to the bottom line
  • Unmatched Customer Service with firm oversight
  • Guaranteed Good News – We find savings or confirm competitive rates with our no cost no obligation sure save analysis

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“iTransact has assisted me in being a hero to my clients. I was able to take iTransact to a client in my community and save them 17%. I intend to provide this service to my current and future clients.”J. Mark Livingston
Partner, Hughes Pittman & Gupton, LLP

Your Firm Will Benefit

  • Improve Client Retention and Loyalty with multiple service “hooks”
  • Expand Your Prospecting Opportunities with non-traditional service offerings
  • Reduce Revenue Pressure and mitigate fee increases with client savings and added recurring income to the firm

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It’s Simple, Safe, and Cost Free

  • 1You Deliver a Client Merchant Statement to your dedicated iTransact team
  • 2We’ll provide a Sure Save Analysis to you and your client
  • 3We will present the results and help expedite a transition to iTransact services.
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Real Time Data and Results

  • Dedicated managers to help you succeed and track your clientele
  • Real time access to client status and progress
  • Monthly savings and processing reports you can share with your clients

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Some of our Trusted Advisors

  • America First Logo
  • ATX Logo
  • BDO Logo
  • CCH Logo
  • CPA America Logo
  • CPA Connect
  • FSP Logo
  • GWSCPA Logo
  • Honkamp Logo
  • IPPA Logo
  • NATP Logo
  • ncaCPA Logo
  • PAA Logo
  • Payroll Network Logo
  • PICPA Logo
  • RainMaker Logo
  • TaxWise Logo
  • The Sleeter Group Logo

Testimonials

  • Wegner CPAs Logo

    “We offer iTransact to our clients not only to save them money but also to enhance our client relationships. Our clients have been extremely positive and receptive to this and our savings to them has averaged 19.8%.”

    Pete Oettinger
    CPA, Partner, Wegner LLP, CPAs & Consultants
  • WSRP Logo

    “It probably takes my clients a minute and a half to scan their merchant statement, and it takes me ten seconds to forward them. iTransact save one of my clients $140,000 per year! My clients used to like me—now they love me!”

    Steve Racker
    CPA, Partner, Wisan Smith Racker & Prescott Wegner
  • HPG Logo

    “iTransact has assisted me in being a hero to my clients. I was able to take iTransact to a not-for-profit in my community and save them 17%. I intend to provide this service to my current and future clients.”

    J. Mark Livingston
    Partner, Hughes Pittman & Gupton, LLP

Want to learn more about the Trusted Advisors Program?

Send us your contact information and an iTransact Representative will get back to you soon.