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Client Forms · Secure Payment

Payment Authorization.

Authorize a one-time or recurring payment to SMAART Company. Runs on Salesforce's PCI-compliant platform, card and bank details are tokenized end-to-end.

The Authorization · One secure form
Secure · PCI-compliant

Launch the Payment Authorization form

Opens in a new tab so you can reference this page's summary if you need to while you fill it out. After submitting, close the Salesforce tab and you're done.

The linked form is hosted on smaart.my.site.com, SMAART's Salesforce payment portal. If your browser blocks the popup, right-click the button and open in a new tab.

What you're authorizing

Money in,
in plain English.

This form moves real money, here's exactly what you're authorizing, no fine print buried in an engagement letter.

Question about your invoice? Ask us
  • What this authorizes

    You're giving SMAART permission to charge the payment method you provide for a specific invoice amount, or to set up recurring billing for a SMAART service you've engaged.

  • When we run it

    For one-time charges, we run the payment within one business day. For recurring billing, we charge on the schedule you agree to in your engagement letter, typically monthly.

  • How the data is handled

    The form runs on Salesforce's PCI-compliant platform. Card and bank details are tokenized, SMAART staff never see your raw numbers, only the last four digits for reconciliation.

  • You can cancel

    Withdraw authorization in writing at any time. For recurring charges, give us at least three business days before the next scheduled run so we can stop it cleanly.

Billing question?

Talk to us before you pay if anything is unclear.

Authorizing a charge you aren't sure about is a mistake we don't want you to make. Email your SMAART lead or reach out - we'll walk through the invoice line by line.

SMAART Company
We usually reply in a few minutes
Hi! I'm SMAARTy 👋 — your SMAART assistant. Tell me your name and email and ask me anything about our accounting, tax, bookkeeping, payroll & advisory services.
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