Direct Deposit & Credit Card Processing

AccountTECH now offers Direct Deposit of agent commission checks and Credit Card Charging of agents unpaid monthly bills.

The Direct Deposit & Credit Card processing features in AccountTECH are offered through our Partnership with Forte Merchant processing.  There is no cost from AccountTECH for these new features but subscribers will have to pay the merchant processing fees to Forte. You will need a Merchant Account with Forte to use these new features. You can apply for your Forte Merchant account here.

Benefits to these new features:

  • Next Day availability for funds in Agent’s bank account
  • Forte providing insurance that removes the national standard 4 day wait for fund availability
  • single click payment within AccountTECH means no need to do anything but check off items for Direct Deposit payment in the Select Bills to Pay screen in AccountTECH
  • single click credit card charging within AccountTECH means no need to do anything but check off Agent balances due forpayment in the  Payments screen in AccountTECH
  • ACH deposit account information & Agent Credit Card information is stored in the “vault” system at Forte and not in your records or AccountTECH records
  • Staff OR Agents can update agent ACH & Credit Card information within TransactionPlan

You can view the screen used for gathering Agent ACH information or Agent Credit Card information by logging into TransactionPlan >  Tools > Agent Payment > click the link next to any of your Agent names.  NOTE**  in the Agents version of TransactionPlan the Agents only see & view their own ACH and Credit Card input screen