Tag Archives: Pre-Authorized Debits

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How AccuRoot Financial Solutions Adjusted to Working from Home

Several months into the new world of working from home and some of us are asking the same question: How would we function without remote tools such as Zoom and Telpay?

Naureen Punjani is one of them. The co-founder of Winnipeg’s AccuRoot Financial Solutions, Naureen has daily Zoom meetings with teams across the business consultancy firm.

“We even have weekly virtual coffee breaks with everyone,” says Naureen, “and we check in with our employees multiple times during the day to ensure they never lose their morale or feel isolated.”

AccuRoot has also sent care packages to employees containing PPE, as well as provided tech support for working from home and allowed flexible working hours.

“They’re small things that show we care,” says Naureen, “and the result has been them performing extraordinarily well. We don’t need to micromanage as they feel loyalty and concern for their teams and give 110%.”

AccuRoot is also using this unique time to improve business efficiency, which has included investing in a team task management tool that so far has shown amazing results, says Naureen.

“We are all in the know in real-time, the stress of keeping tabs on our teams is practically a worry of the past, and all team members have a new tool to test out, learn, and get engaged in. It keeps them focused on all the good and newness they have to look forward to.”

Telpay has played a big role in transitioning to the new normal as well, says Naureen.

Although AccuRoot’s sales have taken a hit, Telpay’s pre-authorized debit (PAD) function has allowed for uninterrupted collections and ensured that the company’s cash flows remain predictable.

“Setting my clients up for PAD puts me in the driving seat,” says Naureen. “It eliminates the need to follow up — which saves costly administration time — we don’t have to deal with paper cheques, and most importantly we have the freedom to plan our cash flows.”

Telpay has also made bill payments easy from home, she adds, because the entire process is virtual, including approvals.

“They receive an email with details of what is being paid and approve or reject right from their emails.”

As for the Telpay setup and training process, which happened just months before the pandemic, Naureen says it was “very smooth.” And though it took the AccuRoot team a bit of time to test out the transactions the first time, they soon quickly onboarded all of their own businesses and also helped several of their bookkeeping clients do the same.

“The process was super simple every single time,” says Narueen. “Telpay’s support staff’s promptness, pleasant attitude, knowledge, and experience plays a key role in the seamlessness of the onboarding process.”

Although she couldn’t have predicted a pandemic, of course, looking back, Naureen says that while Zoom and the other tools are keeping the AccuRoot teams connected and engaged, she’s “so thankful” for Telpay for keeping business running smoothly.

“It’s been a life-saver.”

Find out how Telpay can be a life-saver for your business by visiting telpay.ca/for-business or by contacting us directly at 1-800-665-0302 or service@telpay.ca.


Telpay Payment News
Bringing You Payment Insights, Trends and Best Practices

Don’t Sweat the Postal Talks

sweat-talksAs the talks continue in the 30-day cool off period between Canada Post and the Canadian Union of Postal Workers, businesses are still sweating about the possibility of a mail disruption. Continue reading

Telpay Payment News
Bringing You Payment Insights, Trends and Best Practices

Telpay Platinum Sponsor Canadian Condominium Institute


Telpay is pleased to be a Platinum Sponsor of the 2014 Canadian Condominium Institute Spring Conference, June 4–7 in Winnipeg. This annual conference is being hosted by the Manitoba Chapter of the Canadian Condominium Institute, bringing together members and experts from across the country.

As a Platinum Sponsor, Telpay will showcase our electronic payment system, on not only how to send, but also to receive money in the form of a Pre-Authorized Debit (PAD), which is key feature to property managers and condo owners.

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