Process

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How We Work

At BoxFi, the nation’s leading payment consultant, we simplify payment processing and transform it into a profit-driving system. Unlike other solutions that overwhelm you with endless options, BoxFi designs the best, most efficient payment ecosystem tailored specifically for your clients’ needs.

Our process starts with a detailed assessment to ensure we understand their unique challenges and goals. From there, we build a customized system that saves time, reduces costs, and maximizes profitability. Let us handle payment optimization—so you and your clients don’t have to.

Let’s Get Started

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Assess

Step 1: Assess Your Payment System

We begin with a comprehensive audit to uncover hidden fees, inefficiencies, and areas for improvement. Our team conducts a deep dive into your clients’ payment workflows, POS systems, transaction fees, and software integrations, providing a complete picture of their current setup.

Key focus :

Identify where fees are leaking.

Analyze hardware, software, and payment workflows.

Provide a detailed report of inefficiencies and cost-saving opportunities.

Get a Free Payment Audit

Design

Step 2: Design Your Custom Solution

Using the audit results, we craft a tailored payment solution that fits your clients’ business needs. This may include dual pricing implementation, POS system upgrades, customer loyalty programs, or other cost-effective strategies.

Key focus :

Custom solutions designed by industry.

Tailored hardware and software integration.

Built for compliance, cost-efficiency, and future scalability.

Discover Your Custom Solution

Implement

Step 3: Seamless Implementation

Our team manages the entire setup process, ensuring that new hardware and software integrate seamlessly with your existing systems. We provide training and ongoing support, so your clients’ teams are confident, and their operations run smoothly.

Key focus :

Hands-on installation of new hardware and software.

Seamless integrations with POS systems, online stores, and CRM.

Ongoing support and training for your team.

Start Optimizing Your Payments

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Immediate Impact on Your Clients’ Bottom Line

Once the new system is in place, your clients will see both qualitative and quantitative improvements. From slashing transaction fees to boosting efficiency, BoxFi clients typically experience up to a 15% increase in profitability—without additional effort.

Key Results :

Save on Payment Processing Fees:

Immediate cost reductions.

Increase Profits:

Reinvest savings into growing their business.

Improve Customer Experience:

Faster, smoother transactions for happier customers.

See How Much You Can Save