Stripe integration (Basic): Add ACH Direct Debit payment method

TaxDome offers a variety of methods for clients to pay—credit/debit card, electronic check/bank transfer, and even cash (if a client prefers paying in person). Here, we show you how to set up ACH direct debit, which allows your clients to send payments directly from their US bank account to your Stripe account using TaxDome.

Covered here:

ACH Direct Debit

Automated Clearing House (ACH) direct debit allows your clients to pay using their bank account details. They must accept a mandate and authorize you to debit their account.

The transaction takes up to 4 business days as ACH direct debit is a delayed notification payment method.

You can read more about Stripe processing fees for ACH direct debit payments.

Step 1. Enable ACH Direct Debit on Stripe

Setting this payment method up begins from the Stripe Dashboard.

Go to Settings, then to Payment methods, then to the Bank debits section, and click Turn on to the far right of the ACH Direct Debit option.

Step 2: Set up Stripe on TaxDome

After everything is set on Stripe, make sure of the following on your TaxDome portal:

  1. You’ve connected your Stripe account to TaxDome. Here is how to connect to Stripe.
  2. Your default payment provider is Stripe. Go to Settings Integrations from the left menu bar. Here's more on selecting a payment processing provider.
  3. Either Bank Debits or Credit Card or Bank Debits payment method is selected in the Payments tab. This can be done only by a firm owner or admin.

When you select both, you’ll be able to specify the preferred payment method for each invoice you issue, or you can let the client choose.

What does the client see?

Once you have enabled ACH direct debit payment, your clients will see the US bank account option in their payment window.

To proceed, a client needs to enter their Email and Full name, and indicate bank account details. This could be done either by:

  • Selecting the bank,
  • Searching for the bank by its name, OR
  • Entering bank details manually

If the client has selected a bank, Stripe asks them to log in and choose the account. Or, a Stripe payment window opens in case the client clicks the Enter bank details manually link, then Stripe verifies the bank account with microdeposits.

To make a payment, the client needs to enter their bank account details:

  1. Routing number
  2. Account number
  3. Account number again to confirm it

After the client clicks Continue and then Pay, Stripe sends the information to the bank and waits for approval. Payment status remains Verifying payment or Incomplete until it goes through. (Here's more on payment statuses.)

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