Engager + Crezco integration

The TaxCalc Crezco integration connects Engager with Crezco’s open banking payment platform, helping practices send secure payment requests, track payment activity, and reduce manual payment admin.

Request and monitor payments directly through Engager, and give clients a faster, more straightforward way to pay invoices.

How the integration works

Get connected quickly, then streamline payment collection across your practice.

  • number-1

    Connect your accounts

    Link Crezco and Engager through the integrations settings and start managing payment requests through one connected process.

  • number-3

    Send secure payment requests

    Raise invoices in Engager and send payment requests to clients through Crezco’s open banking payment platform.

  • number-2

    Track payments and reconciliation

    Monitor payment statuses and automatically reconcile completed payments against invoices.

Integration–Crezco–How does it work_v3

Crezco at a glance

 

Crezco is an open banking payments platform designed to help businesses move money securely and efficiently. It supports account-to-account payments, payment requests, and automated reconciliation tools designed to simplify payment processing and reduce transaction costs.

Reduce payment admin and improve visibility

The Crezco integration helps practices manage payment collection more efficiently, reduce manual follow-up, and improve visibility across invoices and payment activity.

Secure open banking payments

Enable clients to make secure account-to-account payments through open banking technology.

Faster payment collection

Send payment requests directly from Engager and give clients a quicker, more straightforward way to pay invoices and recurring payment schedules.

Real-time payment tracking

Track payment statuses and reconciliation activity through connected workflows designed to improve visibility and support better cash flow management.

Integration–Crezco–At a glance

One connected workflow for payments and reconciliation

From raising invoices to tracking completed payments, the Crezco integration helps practices improve visibility, reduce payment delays, and manage cash flow more efficiently.

Crezco

Enable secure open banking payments, monitor payment statuses, and automate reconciliation through one connected payment platform.

Engager

Create invoices and send secure payment requests through Engager while keeping payment activity connected to your day-to-day workflows.

FAQs

Looking for more ways to connect your practice?

Browse TaxCalc's compliance, accounts production, and practice management tools to see what else fits your workflow.

Explore our products