Scale with embedded payments for professional services SaaS

Stax Connect provides professional services ISVs with the payment solutions and regulated-vertical experience they need to streamline compliant workflows, reduce manual administrative burden, and increase customer success.

With experienced account managers and specialized partner support, professional services SaaS providers who partner with Stax Connect gain an all-in-one embedded payments solution built to simplify operations, increase margins, and unlock payments-led growth.

Expert payments support

Stax Connect doesn’t just give you the technology, we help you take it to market. Our implementation services team works alongside your developers to ensure a smooth integration, with sandbox environments, technical documentation, and dedicated support from day one. Once you’re live, our marketing team provides co-branded assets, go-to-market playbooks, and campaign strategies tailored to field service audiences, helping you drive merchant adoption and accelerate revenue.

Need even more hands-on help driving payment adoption? With Stax Connect Plus, our experienced payment professionals handle sales, customer onboarding, activation, and ongoing merchant support on your behalf, so your team stays focused on professional services offerings, not payments.

Pricing built for your strategy

We don’t force you into one pricing box. We give you the tools to price payments in whatever way maximizes adoption across your merchant base, so you capture more services revenue from the payments flowing through your platform.

Simplify compliant payment workflows with Stax Connect. Contact the sales team today.

Learn more

Professional services SaaS payment technology

Compliant surcharging

Offset the cost of high-ticket invoices and increase professional services margins with compliant surcharging through Stax Connect. We natively handle the mechanics and disclosures required for legal surcharging, with built-in guardrails to keep your merchants compliant.

Recurring billing & retainers

Our recurring billing infrastructure is tailored to the specific needs of professional services teams, featuring automated card-on-file billing for credit and ACH payments and an account updater add-on to aid in expired card churn. We’re experienced in legal trust-funded retainers, monthly client advisory services and bookkeeping retainers, agency retainers, and more.

Digital invoicing

Easily embed digital invoicing capabilities (email, SMS, client portals) directly into your SaaS professional services platform. We offer card-on-file technology for automated invoice collection, as well as omni-channel and portal integration, allowing you to natively embed hosted payment links, virtual terminals, and secure client portals into your software for easy online invoice payments.

Simplified API

The Stax Connect API allows SaaS companies to integrate payments in days, not months. Our simplified API shrinks the engineering workload, offering an ease of integration that frees your team to focus on building a better billing experience, not embedding payments.

Trust/IOLTA-compliant payments

Stax Connect’s reporting surfaces funding account details for each transaction, allowing law firms to verify deposits and debits for trust vs. operating accounts. Our strong IOLTA guardrails ensure zero commingling by strictly preventing any debits from trust accounts.

Security and compliance

We are fully PCI DSS v4.0 compliant. Stax Connect is designed to offload technical and regulatory burdens, such as compliant surcharging, KYC and AML compliance, and underwriting risk management, allowing ISVs to minimize their PayFac scope while still securely monetizing payments.

Ready to get started?

Partner with Stax Connect to deliver seamless, secure payment processing for your merchants. Get in touch with our team today.

Contact sales

Navigate the payments space with Stax

Why SaaS companies should upsell surcharging to sub-merchants (and how to do it)

Credit card usage in the US has grown steadily over the past few decades. According to data compiled by the…

What are the costs of being your own payment facilitator?

For a growing software-as-a-service (SaaS) platform or independent software vendor (ISV), adding payment processing directly into your application is one…

7 embedded payments factors for B2B SaaS in 2026

For B2B SaaS companies, payments can be more than another integration. Embedding them directly into your platform can give customers…

Embedded payments vs payment gateways for SaaS platforms: What’s the difference?

Payments are becoming an increasingly important part of the software experience. According to the Federal Reserve, cards account for 79%…