Merchant Overview

Ellingson & Ellingson, a premier personal tax firm located in Edina, MN, is known for delivering top-notch tax services to individuals and businesses. With a reputation for meticulous attention to detail and exceptional client care, Ellingson & Ellingson sought to optimize their payment processes to further enhance their service offerings and streamline their financial operations.

Challenges Faced by Ellingson & Ellingson

With a broad spectrum of clients and services to oversee, Ellingson & Ellingson struggled to keep their payment processes streamlined. They relied on three distinct payment platforms:

A virtual terminal operated by an external processor.

PayPal for handling online payments.

A separate provider for the in-person card reader at the front desk.

This scattered system led to burdensome reporting, convoluted customer service workflows, and challenges aligning their payment data with their accounting software. Leadership realized they needed a simpler solution. They wanted to combine all their payment methods into one system, but the current setup was so complex that it was hard to pinpoint exact cost savings, with fees spread across several accounts and processors.

Solution Provided by Evolve Payment

Evolve Payment introduced Ellingson & Ellingson to Biller Genie, an innovative payment solution designed to integrate seamlessly with their existing accounting software. The Evolve Payment team provided a unified reporting platform that consolidated all payment methods, enabling easier reporting and improved customer service. By streamlining the payment processes, including the in person swiper, Ellingson & Ellingson could now manage transactions more effectively, reducing administrative burdens and enhancing the overall client experience.

Results Achieved

Evolve Payment’s Biller Genie integration elevated Ellingson & Ellingson’s accounts receivable system in the following ways:

Better Reporting: By consolidating all payment methods into one system, the firm now has simpler and more accurate financial reports. This makes it easier to track payments and understand revenue.

Improved Customer Service: With Biller Genie, staff can handle payment inquiries more efficiently. The unified platform cuts down the time spent switching between systems, making customer service faster and smoother.

Accounting Integration: Biller Genie links directly with the firm’s accounting software. This has streamlined the reconciliation process, reduced errors, and saved time for the accounting team.

Ellingson & Ellingson were very satisfied with the solution from Evolve Payment. They found the support from the Biller Genie team to be excellent. The transition to the new platform was smooth, and the ongoing help has been key in reaching their payment processing goals.

Conclusion

By working with Evolve Payment, Ellingson & Ellingson improved their payment system, moving from a disjointed setup to a more efficient platform. While it’s hard to pinpoint exact cost savings, the smoother operations and better client experience have set them up to keep delivering great service.

Their story shows how a customized payment solution can transform a business. If your company faces similar issues or wants to improve payment efficiency, Evolve Payment can help. We specialize in simplifying complex payment systems, which can boost both efficiency and customer satisfaction. Don’t let outdated processes slow you down—contact Evolve Payment today and let us create a solution tailored to your needs.