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PCI Compliance Guide

Protect your firm and your clients by staying compliant with the Payment Card Industry Data Security Standard—at no additional cost.

Updated this week

📋 Overview

ClientPay provides a built-in PCI compliance program directly within your account. By following this guide, you can complete your annual requirements in just a few minutes.

Access Requirement: Only Account Owners and Admin-level users can access the PCI compliance portal.


🚀 Step-by-Step Instructions

  1. Sign In

    Log in to your ClientPay Account using your existing credentials.

  2. Access the Portal

    Navigate to the drop-down menu under your name in the top-right corner and select the PCI compliance link.

  3. Start the Questionnaire

    Click either the Renew Questionnaire or Take Questionnaire button to begin.

  4. Complete the SAQ

    Follow the on-screen prompts to complete your Self-Assessment Questionnaire (SAQ).

  5. Download Your Certificate

    Once finished, you will have the option to download your PCI compliance certificate for your records.


💡 Key Facts to Know

  • Automatic Notification: You do not need to send us your certificate; ClientPay is notified automatically the moment you finish.

  • Annual Renewal: Your PCI compliance is valid for one year and must be renewed annually.

  • Zero Cost: This program is included in your ClientPay account at no additional charge.


🛠️ Need Assistance?

If you have questions about your eligibility or need help navigating the questionnaire, our support team is ready to assist.

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