Dashboard

With instant access to key business metrics, you can better manage seasonal revenue trends, understand and project cash flow, and identify opportunities for business growth. That’s why we’ve designed the dashboard to give you robust tools to dig into your data.

Get down to the business of running your firm

Manage earnings

Get business insights at a glance to manage your firm's finances without taking time away from working billable hours.


Project cash flow

Better understand your firm's past and current financial standing to effectively plan for the future.


Spot trends

See not only when and how much you got paid, but also how your clients chose to pay, whether in-office or online.

How It Works

Essential payment information at a glance

Explore your payment dashboard to get the business insights you need to stay competitive and grow your practice.

Comprehensive payment information

Toggle between views to see payment data for the past 30 days, 90 days, or 12 months.

Short- and long-term stats

See month-to-date and year-to-date payment stats front and center.

At-a-glance metrics

See your ten most recent transactions and top ten clients by volume.


Explore more CPACharge features

From multiple easy ways to get paid, to reporting and reconciliation features, and top-notch data security—we've got you covered.


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