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CPACharge

Filed under Payments

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CPACharge is a payment processing system designed specifically for accounting firms to charge their clients for their accounting fees. CPA Charge handles credit card and ACH payments. Recurring charges can be scheduled to occur weekly, monthly, quarterly, and annually as well as a few other frequencies.

Impact on Firms

  • Improves cash flow by making it easier to collect payments through multiple methods, including credit cards and ACH
  • Reduces administrative burden with scheduled recurring billing and an exportable transaction dashboard
  • Enhances client experience by offering modern, flexible, and secure payment options
  • Simplifies reconciliation by syncing exported transaction data with accounting tools like QuickBooks
  • Supports compliance with secure payment processing that meets accounting industry standards

Services

  • Credit card and ACH payment processing
  • Recurring billing (weekly, monthly, quarterly, annually)
  • Client payment portal and embedded website payment options
  • Transaction dashboard with export capabilities
  • QuickBooks integration support
  • Custom Pay Now buttons for client portals