Small Business Software for Professional Services | Square (2024)

Small Business Software for Professional Services | Square (1) Small Business Software for Professional Services | Square (2) Small Business Software for Professional Services | Square (3) Small Business Software for Professional Services | Square (4) Small Business Software for Professional Services | Square (5)

We focus on the details,
so you can focus on clients.

We focus on the details, so you can focus on clients.

Square has built a suite of integrated tools to help save you time, so you can focus on growing revenue and delivering exceptional service to your clients.

Small Business Software for Professional Services | Square (6) Small Business Software for Professional Services | Square (7) Small Business Software for Professional Services | Square (8) Small Business Software for Professional Services | Square (9)

Get paid faster.

Give your clients quick, easy, and secure payment options in person and online.

Request payments over email, SMS, or via a link, and track funds in real time.Learn more about Square Invoices
Collect and record remote payments on your computer.Learn more about Virtual Terminal
Take in-person payments on your customizable POS.Learn more about our Point of Sale
Accept payments everywhere with flexible hardware solutions.Learn more about Square Payments

Accept every kind of payment.

You can accept cash, checks, ACH bank transfers, credit cards, debit cards, swipe or chip cards, and contactless NFC payments, including Apple Pay and Google Pay.

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Deliver better client service.

Strengthen customer relationships with easy customer management tools.

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Align on scope and pricing up front.

Win more work by providing clients with a digital estimate they can approve with a click.

Learn more about Square Estimates

Schedule appointments easily.

Manage your availability, let customers book online, and send automated reminders.

Learn more about Square Appointments

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Get a 360-degree view of your customers.

Automatically track customer details and analyze purchase data with powerful customer management software.

Learn more about Customer Directory

Sign up for Square

Start accepting payments in minutes, there’s no long-term commitments or subscription fees.

Need help getting started?
Contact Sales

Get started

Improve your cash flow.

Reduce operating costs and track business performance with advanced reporting tools.

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Make more informed business decisions.

Track earnings, learn what drives revenue, and see real-time data with Square Analytics — all from Dashboard.

Learn about Square Analytics

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Get instant access to your cash.

No more waiting on bank transfers or paying transfer fees—spend the money you process instantly with your Square Checking business debit card.

Learn about Square Checking

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Spend less time chasing down payments.

Over 75% of Square Invoices get paid within a day.

Learn about Square Invoices

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“Square takes care of all of our payments needs. I no longer have to dedicate so much time to it. And that gives me time to focus on the things in my business where I add the most value.”

Matthew, CEO
Centrico Digital
Advertising Agency

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“We don’t have to have a designated billing team. Anyone on our team can go in and run the reports and see how the client stands. We never have a billing issue with our client, which is huge.”

Anne, Principal
The Largo Group
Accounting Firm

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“Square is scalable. They meet you wherever you’re at, at whatever business level you’re at. We started with them when we were small and continue to stay with them as we grow. And when we get bigger, we’ll be with Square still.”

Greg, Partner
Dream Home Images
Real Estate Photography

Small Business Software for Professional Services | Square (24)

Everything you need to streamline your workflow.

  • Win more work faster by offering options with multi-package estimates that auto-convert to invoices once accepted.

  • Protect your business by sending digital contracts with e-signature capability with every estimate or invoice.

  • Bill for work faster by creating, saving, and reusing invoice templates.

  • Automate your billing by creating milestone-based payment schedules for longer projects.

    Learn about Square Invoices

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The business of freelancing guide

Everything you need to know about
managing, organizing, and growing all
sides of your business successfully.

Read the guide

Millions of big and small businesses rely on Square integrated solutions.

340M+

customers’ cards have been used to make a purchase with Square.

40M+

professional services invoices (and counting) have been sent.

280M+

appointments have been booked to date.

Square works with the third-party apps you already use.

Easily sync your accounting software, customer data, and more with Square.

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Quickbooks

Automatically import Square data into your accounting software.

Learn more

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Xero

Sync Square transactions with Xero accounting software for small businesses.

Learn more

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JotForm

Quickly import your customer data from JotForm to Square.

Learn more

Resources

How to Get Paid FasterRead more
How to Manage your Professional Services BusinessRead more
Invoice Management Tips for Getting Paid fasterRead more
How to Determine Your Consulting FeesRead more
How to Streamline Your Business OperationsRead more
Three (Tactful) Ways to Get Clients to Pay Outstanding InvoicesRead more

Small Business Software for Professional Services | Square (29)

Get started free

For help getting started, connect with us

Want to learn even more?

Join our mailing list and stay up to date with the latest information about how Square’s solutions can take care of your entire business.

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FAQ

  • What types of small businesses use Square?

    Square works with professional service businesses of all shapes and sizes. Some types of professional services companies using Square include accounting firms, consulting firms, law firms, architecture firms, interior and web design businesses, and more. You can choose the payment solutions that are right for your professional services business, and customize your point of sale to get paid faster and do more business with stronger insights.

  • How do Square’s tools work together?

    All of Square’s tools seamlessly sync to cover everything your professional services business needs. From payment processing to customer management to advanced analytics, Square’s best-in-class products serve different parts of your business — all with one system. Our payment solutions work with other tools, like invoices, marketing, team management, and more, to help grow your business, keep costs down, manage your cash flow, and accept payments anywhere. Square also syncs with the small business accounting and bookkeeping software you already use, like Quickbooks and Xero.

  • What kinds of payment solutions does Square offer?

    With Square, your professional services company can offer whatever payment method works best for you and your customers. It’s easy to create professional invoices for online payments, accept credit card payments in person with your POS system, take card-not-present payments on your computer, and more. Square’s cloud-based software works seamlessly with our card readers and other hardware for contactless in-person credit card transactions. Whether you run your professional services business in an office or the field, Square payment solutions work wherever you do. There are no long-term commitments or hidden fees — simply pay the processing fee per transaction.

  • How does Square save small business owners time?

    Square’s tools help small businesses like yours take care of payments and paperwork all in one system. Our payment processing tools are packed with automated features that let you create recurring charges for repeat projects, schedule online invoices, track payments, and create auto-reminders for clients. That way, you can manage every transaction easily and ensure you’re paid on time. Square payment systems include quick payment processing to give you faster access to funds. Square Card, our free business debit card, gives you immediate access to cash with no transaction fees. With Square, it’s easy to create a single, organized workflow with built-in payment schedules to keep every project on track. Square syncs across your devices, so whether you’re using a mobile app or web browser, you can run your business from anywhere.

  • Does Square offer CRM or Marketing tools?

    Yes, Square Marketing is built right into your Point of Sale. You can send out marketing in seconds to your clients, or have it sent automatically when certain milestones are met. Many small business owners, professional services firms and enterprise businesses from all different industries use Square Marketing to connect with clients on a regular basis, which helps with repeat business. You can access it from anywhere since it’s cloud-based, it’s easy to automate and lets you track results of your marketing campaigns right in your Square Dashboard. Click here to learn more and start your free trial today.

Small Business Software for Professional Services | Square (2024)

FAQs

Can you use Square for service business? ›

Yes. Square Online is a great tool for showcasing your services online. Customers can learn more about what you offer, and place a service request or book right on your website.

Is Square a good option for small businesses? ›

Square is a standout point-of-sale system and often a good option for small businesses. Its wide range of features and hardware can be tailored to fit a variety of business types. The pricing is transparent, and the free plan is one of the most powerful no-cost POS systems we've seen.

Can you use Square as accounting software? ›

Square accounting is now automated. GetLinked software saves you time and money. Automate taxes for online sales worldwide. Simplify your bookkeeping with software designed for small businesses.

Do you need an LLC to use Square? ›

If you're not a business, you can state that you're using Square as an individual or you can select a specific business type to best reflect the goods or services you provide.

How do I set up Square for services? ›

Sign in to your Square Dashboard and click Items > Service library. Click Create Service. Enter a name and other attributes for your new service, such as a description, pricing, and online booking visibility. Click Save.

How much does it cost to use Square services? ›

What are your fees? The Square standard processing fee is 2.6% + 10¢ for contactless payments, swiped or inserted chip cards, and swiped magstripe cards. Payments that are manually keyed-in, processed using Card on File, or manually entered using Virtual Terminal have a 3.5% + 15¢ fee.

What is the downside of Square? ›

What is the downside of Square? The biggest downside for most users is the cost of processing fees. Although they're on the higher end of the spectrum, there are more expensive alternatives out there, and Square's pricing is transparent and straightforward, so you'll know exactly how much you're paying and what for.

Is Stripe or Square better for small business? ›

If you want a credit card processor that will also provide you with a full POS system, Square is better. However, if you already have a POS system and rely on in-person transactions of less than $500 each to keep your business running, Stripe may be the better fit.

How much does Square take from your profit? ›

Square does not charge a monthly or annual fee. Instead, the company makes money through a percentage of every credit card transaction it processes. Square charges 2.6% plus 10 cents for most in-person transactions. However, if the card must be entered manually, it charges 3.5% plus 15 cents per transaction.

Can Square be used like QuickBooks? ›

QuickBooks is more of an accounting software, while Square is mostly a POS software. Both can help you take payments online and in-person.

Can I use Square instead of QuickBooks? ›

Both offer invoicing and recurring payments as well. But the big difference that should be noted is that while Square can also accept cash payments, QuickBooks can't. If you run an online store or are just looking to accept invoice payments from clients, this will be a non-issue.

Is QuickBooks free with Square? ›

Connect to Square app

A smart and simple way to bring your Square transactions into QuickBooks for free.

Does Square report to IRS? ›

Square is required to issue a 1099-K and report to the IRS when you process $600 or more in credit card payments. Where do I get my 1099-K form? No need to check your mailbox (we won't be sending a paper copy) — you can download your 1099-K form on the Tax Forms tab of your Square Dashboard.

Does Square business report to IRS? ›

The IRS requires Payment Settlement Entities, such as Square, to report the payment volume received by U.S. account holders. A Form 1099-K is the information return that is given to the IRS and qualifying customers. Review this sample Form 1099-K.

Do you need a tax ID to use Square? ›

SSN vs. EIN

While all Square customers have to provide a valid Social Security Number (SSN) during sign-up, we also encourage providing your EIN during sign-up. By providing an EIN, your account will be identified as a business entity and all tax reporting will be associated with your business name and EIN.

What businesses does Square not support? ›

Prohibited Goods and Services with Square Point of Sale
  • Any illegal activity or goods.
  • Buyer or membership clubs, including dues associated with such clubs.
  • Credit counseling or credit repair agencies.
  • Credit protection or identity theft protection services.
  • Direct marketing or subscription offers or services.

What type of business is Square good for? ›

Whether you need business tools and solutions for your retail shop, bakery and cafe, beauty salon, or on-the-go jobs, Square offers the reliability and ease of use every business needs.

Can I use Square for credit repair business? ›

All this to say that, for credit repair companies, this means that popular third-party processors like Square, PayPal, and Stripe are out, as are many of the best small credit card processing companies. Instead, you'll have to look at high-risk merchant service providers to get your credit repair merchant account.

How do I start a service business? ›

How to start a service business
  1. Refine your business idea.
  2. Create a service website.
  3. Write a business plan.
  4. Organize your finances.
  5. Register your business.
  6. Develop a pricing plan.
  7. Level up your skills.
  8. Promote your business.
Apr 10, 2023

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