Tell us how your business takes card payments. We'll figure out exactly which form you need, walk you through it in plain English, and get you the finished, official paperwork. Finding out which form applies to you is free.
Compliance AssistantFree to start — we'll ask you to create an account to save your answers.
How it works
In your own words, no forms to fill out yet. This part is completely free.
There are 9 different versions of this form. Picking the wrong one is the most common mistake business owners make — we handle it for you.
With AI help along the way, explaining anything that's unclear. Most business owners finish in about 15 minutes.
Get your official, completed form plus a short signed statement — ready to send to your bank or payment processor.
Pricing
Do I even need this?
If your business takes card payments — in person, by phone, or online — the card networks require you to complete a yearly self-check called a Self-Assessment Questionnaire, or SAQ. This isn't something we made up. It's required by Visa, Mastercard, American Express, and Discover, and it applies to every business that takes cards, no matter how small.
Your bank or payment processor often checks for this, and may charge a monthly non-compliance fee until it's done. Completing your form is usually the fastest way to get that fee to stop.
Questions
SAQ stands for Self-Assessment Questionnaire. It's the official form the card networks require every business that accepts cards to complete each year, confirming how you protect customer card information. There are nine different versions depending on how you take payments — we figure out which one applies to you, for free.
Most business owners finish in about 15 minutes. We ask one plain-English question at a time and explain anything that isn't clear.
No. There's nothing to install and no technical terms to learn. If you can describe how customers pay you — in person, over the phone, or online — you can complete this.
That's common — for example, an in-person terminal plus an online store. Each way you take payments needs its own form, and each one is a separate $25 assessment. We'll tell you exactly how many you need before you pay for anything.
Yes. Your answers are encrypted, and we never ask for actual card numbers at any point in this process.
A completed, official Self-Assessment Questionnaire and a signed Attestation of Compliance — a short statement confirming your answers — both as ready-to-use PDF files you can send to your bank or processor. This is your own self-assessment: we guide you through it and help you fill it out, but you're the one confirming the answers. We're not an auditor and we don't certify your business.
Yes. You'll get your completed paperwork either way, plus a clear, plain-English list of what to fix if anything came back as not yet in place. Most fixes are small changes, not big projects.
Yes. The forms you get are the official ones published by the card networks — the same forms your bank or processor already expects to see.
It takes a minute to describe how you take payments, and it's free.
Find my form — free →Free to start — we'll ask you to create an account to save your answers.
Compliance Assessment Tool