High-Tech HIGH-TOUCH Bill Pay Services

Our high-touch, high-tech personal bill pay services are custom designed to meet the needs of our high-net-worth clients. Ensure that your bills are paid on time, so you can devote more energy to enjoying life.

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OUR BILL PAY SERVICES

Peace of mind is priceless. With TAG’s proven outsourced bill pay solution, you receive high-touch service from accounting experts who provide cash flow reporting, track your expenses and pay your bills reliably and securely. Our services include:

  • Bill Payment & Recordkeeping
  • Expense Tracking
  • Cashflow Reporting
  • Vendor Management
  • Mail Management Services
  • Complete Account Protection
How it works

Who We Serve

Outsource your monthly expense payments to our team of personal bill management experts who specialize in serving the needs of high net worth individuals and families and their financial managers.

Individuals + Families

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Financial Managers + Family Offices

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Why Tag Bill Pay?

Save Time

It’s time to set aside daily financial minutiae and devote more time to things that matter. TAG’s accounting experts understand the complex scope of your personal finances.

Gain Clarity

Gain clarity into your finances with our secure web-based technology. You and your designated representatives can access real-time accounting and bill pay reports 24/7/365.

Remain in Control

You select the frequency of reporting and level of detail you want for better financial planning and budgeting needs. We oversee the accounts, but you remain in complete control.

How We Do It

White Glove Service

Personalized attention and meticulous detail management provide the foundation for our analytical, proactive approach to bill pay for high-net-worth clients.

Innovative Technology

Our proprietary software platform is customized to alert our team on bills with upcoming due dates which enables efficiency while being proactive against any issues that may arise.

Robust Security

Bank-level security is the foundation of our bill pay platform. Real-time, 24/7 network monitoring and detection from our in-house IT team ensures your data is protected.

Protect What Matters Most

Securing your financial data and protecting your privacy is our highest priority. You can trust our technology and cloud infrastructure is equal to bank level standards of security. We are proud to be certified PCI 3.0 compliant, HIPAA compliant and SSAE-16 Type II compliant.

  • 24/7/365 network monitoring and detection
  • Encryption and 2-factor authentication
  • Mulitple, daily backups
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Take the First Step

Request a consultation to learn how TAG Bill Pay customizable service offerings can help you save time, gain clarity and remain in control.