When discussing credit card processing with clients and prospects, please keep in mind that the same merchant account configuration is used for both Tabs3 payments, as well as Client Funds transactions. Therefore, deposits will be made to the same bank account for both types of transactions.

Tabs3 Trust Accounting Software (TAS) must be used if your client needs to accept credit card transactions for client trust deposits. Before configuring a client to make a trust payment with a credit card, you should talk to your state bar about rules for accepting credit card payments for trust accounts because it differs by state. TSYS Merchant Solutions can provide your clients with a merchant account specifically designed for trust accounting which can take fees and chargebacks out of an operating account, instead of taking them out of a trust account, if that is what you need to satisfy your state bar trust requirements.

Unfortunately, we cannot support firms that attempt to use the same merchant account for Tabs3 payments and TAS deposits.  Please contact a member of Technical Support if you have questions.