Turnkey CFO

Credit Card Authorization

Put a card on file for your engagement, and sign the authorization online. It takes about three minutes and replaces the printed form.

1Your business

Who this is for

Use the business name on your engagement letter. It tells us where this record belongs.

Your verification code and your signed copy both go to this address.

2Verify your email

Confirm this is you

We send a six digit code to the address above. Entering it is what ties this authorization to you, and it unlocks the card step.

3Your card

Add the card to keep on file

This unlocks once your email is verified.

4What you are authorizing

Recurring or one time

This unlocks once your card is saved.

5Authorization and signature

Please read each line

This unlocks once you choose what you are authorizing.