Card machine guide · Professional services
For tax preparers the Clover Mini is the usual starting point: seasonal rush and fee collection. Here is how we size the setup and what to avoid.
✓ Installed by our team and supported by phone. Rates and equipment are quoted to your business.
At Merchant Fund Express, we set up Clover for which credit card machine is best for a tax preparer: the right devices, the features that matter in your workflow and on-site training for your staff.
For most tax preparers we start with the Clover Mini. On the Station Duo the staff work on a large 14-inch display while the customer sees and tips on a second 8-inch screen. Tap, chip and swipe are all accepted and the printer is built in.
Tax preparers see a wall of demand from January to April, with fees collected at drop-off, pickup or by link and a quiet year the rest of the time.
Return fees by form and add-ons, with bookkeeping and advisory work billed monthly in the off-season.
Cards at the desk, invoices for completed returns and recurring billing for clients on retainer.
Preparers and a front-desk person during season; reports by preparer help with workload.
A Mini at the front desk, a Flex Pocket for off-site meetings and invoicing for remote clients.
We stage the system before it ships, install it with you in the room, and rehearse a real service so launch day is not the first time anyone uses it.
| Role | Device | Why it earns its place |
|---|---|---|
| Primary | Mini | Front desk |
| Add-on | Flex Pocket | Off-site meetings |
| Add-on | Station Duo | Busy-season counter |
Taking payment by check at pickup and chasing it later slows cash during the busiest weeks.
intake begins in January, and returns are queued.
clients drop off documents and pay fees.
pickup and e-file confirmations cluster before deadlines.
bookkeeping and advisory clients are billed monthly.
Preparers and a front desk during season.
Return fees by form and add-ons; retainer clients are recurring items.
Tax season compresses a year of revenue into a few months, so the calendar matters. Taking fees at drop-off or by link rather than at pickup improves cash flow in the busiest weeks, and moving off-season clients to a monthly retainer makes the slow months less slow.
Merchant Fund Express is the team behind your terminal: we install on site, train your staff and answer the phone after launch. When you want funding or equipment financing, it is available from the same company.
Invoices include a payment link so clients can pay from their phone.
At Merchant Fund Express, recurring billing tools can support retainers; we confirm the best setup.
Our team installs on site, configures your items and trains your staff, then stays available by phone after launch.
Yes. Send or read us a recent statement and we will walk through what you pay today, with no obligation.
Call (305) 384-8391. We help you troubleshoot, switch to a backup device or arrange a replacement, and we plan a backup connection when we set you up.
Invoices include a payment link, so a client can pay a fee from a phone without a trip to the office, which helps in the compressed weeks of filing season.
Recurring billing supports retainers, so bookkeeping and advisory clients are billed monthly without a manual invoice each time.
Call Merchant Fund Express. We install it, train your staff and stay on the line after launch. Ask for a free rate review while you are at it.
