How to pay your Kaufman Rossin bill

Visit Payment Portal

Our new client portal makes it easy to pay your bill from Kaufman Rossin Alternative Investment Services.
Just follow the step-by-step guide below.

image of total for invoice on KRAIS payment portal image of total for invoice on KRAIS payment portal

If accessing the portal through the website

Step 1

  • Go to kaufmanrossinais.com and select “Payment Portal” on the top right

 

Step 2

  • Enter the invoice number and the total for the invoice. Be sure to enter the invoice number and NOT the client number:
    • Invoice number: 4xxxxx
    • Date: MM/DD/YYYY
    • Client number: 2XXXXXXX
  • Make sure that you enter the total for the invoice and not the balance on the invoice.
image of credit card ACH payment screen in Kaufman Rossin portal image of credit card ACH payment screen in Kaufman Rossin portal

If accessing the portal through the invoice

 

  • “Click here to pay with credit card or ACH” will take you directly into the portal without the need of any credentials or additional information.
image of total amount of invoices and late fees on KRAIS payment portal image of total amount of invoices and late fees on KRAIS payment portal

Once you have entered the portal

Step 3

    • The total amount of outstanding invoices will appear. To view all open invoices and download them, click “Select/View Invoices & Late Fees”
to view an invoice click on invoice number above to view an invoice click on invoice number above

Step 4

  • From this screen, you can click on the invoice number to view and download the invoice if desired.
  • You can uncheck an invoice in the “Pay” column to remove it from being part of this payment. In the example below, the most recent two invoices have been removed showing a total amount to pay of $45,441.76 instead of the total open balance of $82,350.57.
  • Click “OK” when ready to proceed.
  • Note: There is a step later where you can partially pay the invoices selected below.
image of payment option screen in Kaufman Rossin payment portal image of payment option screen in Kaufman Rossin payment portal

Step 5

  • Select the option to “Pay Now” under ACH or under the Credit/Debit Card options.
  • There are no fees for ACH or debit card payments, but 3% for credit card payments.
  • The total fee is displayed under “Transaction Fees” next to credit cards, as well as the total payment amount if the credit card option is utilized.
image of make payment screen in Kaufman Rossin payment portal image of make payment screen in Kaufman Rossin payment portal

Step 6

  • The “Make Payments” screen allows you to modify how much you are paying on each specific invoice before clicking “Next.”
  • In this example, each invoice is rounded down to the nearest thousand.
  • The total amount to pay and the transaction fee of 3% are now adjusted to show the final payment amounts.
image of debit card view and ach payment view on payment screen image of debit card view and ach payment view on payment screen

Step 7

  • Input your payment details either for  credit/debit card or ACH
image of final payment screen in Kaufman Rossin payment portal image of final payment screen in Kaufman Rossin payment portal

Step 8

  • Review payment details and select confirm to complete the transaction.

Once the payment is successful, a confirmation email will be sent to you!

Need assistance?

Complete the fields below and our team will contact with you within 1 to 2 business days.

Frequently asked questions

What payment methods are accepted?

You can pay by ACH, debit card or credit card.

How do I know if I can pay my invoice online?

All invoices – electronic or paper – can be paid online. However, only electronic invoices can be viewed in PDF form in the portal.

Does it cost anything extra to pay via the portal?

If you pay via a bank transfer or debit card, there is no fee. Payments made with a credit card will incur a 3% processing fee.

Can I set up an account?

No, currently we do not have an option to create an account.

I’m having trouble using the portal. Where can I get help?

Simply fill out the form titled “Need assistance?” and one of our team members will contact you within 1-2 business days.

I did not receive payment confirmation. How do I get a copy?

E-mail our Internal Accounting team at accountsreceivable@kaufmanrossin.com and someone will be happy to assist.