Our Process

A proven approach to family bill pay.

When it comes to managing your household expenses, accountability is crucial. Our personalized family bill pay services are successful because we base each unique client engagement on a secure, established process. Phase objectives and customizable key deliverables based on your specific needs ensure that you maintain a clear understanding of your personal family bill pay service. With 24/7 on-demand access to your own accounts and frequent comprehensive reporting, you or your designated financial representative maintain a direct line of sight into your expenses, without the stress of managing the minutiae.

StepPhase ObjectivesKey Deliverables

Getting Started

In order to establish your personalized family bill pay service, we will prepare your initial new client checklist and outline all tasks with specific due dates. Our bill pay setup procedure includes gathering documents for your vendor list, calendar of financial due dates and insurance schedule. Contact us to learn more about how our bill pay service can enhance your lifestyle or request a consultation today.

How It Works

A Proven Approach to Family Bill Pay.

Our 7-phase bill pay cycle features segregation of duties, multiple levels of review and secure access. By following these checks and balances, you can enjoy peace of mind knowing that your assets and bills are being monitored and paid on time.

  • Phase 1

    Bill Pay Associate receives and reviews vendor invoices.

  • Phase 2

    Bill Pay Associate sends vendor invoices to client for approval and initiates bill payment.

  • Phase 3

    Bill Pay Lead approves bill payment.

  • Phase 4

    TAG signer authorizes signatures for ACH, wires and checks.

  • Phase 5

    Bill Pay Supervisor reviews bank and credit card statements for accuracy.

  • Phase 6

    Bill Pay Associate reconciles bank and credit card statements.

  • Phase 7

    Bill Pay Lead sends weekly cash activity report.

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.