CPACharge Launches Integration With Client Onboarding Software, Fresh Proposals
AUSTIN, TX (October 3, 2023) – CPACharge, an online payment solution developed specifically for CPA firms, has launched its partnership with Fresh Proposals, a proposal software built for small and medium sized businesses to streamline the prospective client experience. Accounting firms can optimize workflows with automated follow-up emails to remind clients to review, sign documents and make payments.
“We are excited to launch this integration with Fresh Proposals software to boost accounting firms' customer success operations”, said Dru Armstrong, Chief Executive Officer of AffiniPay, parent company of CPACharge. “We will continue to prioritize providing our customers and their clients with integrations such as Fresh Proposals, that help elevate their businesses' needs.”
With the integration of CPACharge into the Fresh Proposals Software platform, users of Fresh Proposals can seamlessly process online payments directly within the software. Accounting professionals can accept credit card, debit card, and eCheck payments all from within the Fresh Proposals platform. This integration eliminates the need to use a separate payment platform to create and send payment links, or follow up to collect payment.
"At Fresh Proposals, our goal is to streamline the client-onboarding through proposals and engagement letters”, said Dhan, Co-founder of Fresh Proposals. “The ability to receive payment when clients sign proposals, saves time and improves cash flow for businesses. We are excited to partner with CPACharge to offer a seamless payment experience for accounting firms."
For more information please visit https://www.cpacharge.com/partners/fresh-proposals/
About Fresh Proposals Fresh Proposals is an online proposal software that helps businesses streamline client-engagements. Businesses in 100+ countries use Fresh Proposals to grow revenue by creating, sending and signing proposals, quotations, engagement letters, contracts. Fresh Proposals features include online drag-drop editor, interactive 3-tiered pricing, buyer-interaction insights, eSignature, smart follow up and more. For more information, visit https://www.freshproposals.com
About CPACharge CPACharge, an AffiniPay solution, is an online payment solution developed specifically for CPA firms, giving professionals a secure way to accept credit, debit and eCheck payments. AffiniPay is headquartered in Austin, Texas and offers a modern payment gateway that integrates with more than 40 software solutions and is trusted by 50,000 firms. CPACharge is the only payment solution offered as a Member Discount Partner by the AICPA and recommended by more than 35 state CPA societies. Visit cpacharge.com to learn more