Payments

Easily accept credit, debit, and eCheck payments in your practice with our secure online technology developed specifically for accounting professionals.

ClientCredit payment option alongside card and eCheck on the client's payment page
FEATURE SPOTLIGHT

ClientCredit

With ClientCredit, you can offer your clients a third-party financing option that allows them to pay in small increments over time. Unlike traditional payment plans, however, you receive 100% of your invoiced amount upfront.

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Professional Payments Network

The Professional Payments Network provides access to an exclusive network of accounts payable vendors and several thousand banks, allowing you to get paid faster, experience easier reconciliation, and accept more secure payment methods, including virtual cards.

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CPACharge Mobile App

The CPACharge mobile app allows you to securely accept payments from your smartphone or tablet. Enter a client’s card details manually, use our Bluetooth card reader/swiper, or collect payment information automatically with the in-app card scanner.

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QR Codes

CPACharge’s new QR code feature lets your clients safely and conveniently submit a payment through your custom payment page by using the camera on their mobile device.

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Card Vault

CPACharge’s Card Vault feature allows you to store a client’s preferred payment method in a secure, encrypted vault. You can easily make a charge on their behalf, saving you both time and streamlining your billing process. You can even store multiple types of payment methods under a single client, so you can generate a payment the way they want.

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Custom Payment Pages

Get your own secure payment pages to easily process online payments. Customize your payment page and link to it from emails, invoices, and your website to give clients a seamless payment experience.

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Charge

Give clients multiple easy ways to pay their bill with professional online payments through our secure portal. Whether you send clients a payment request or process transactions in your office, getting paid is simple and secure.

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Quick Bill

Help clients pay quickly and easily, with just a click. Quick Bill lets you send a payment request for a specific, pre-filled dollar amount. Your client receives a link to a secure portal, where they can view and pay their Quick Bills. You can manage and track sent, viewed, and paid Quick Bills right from your CPACharge account.

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Scheduled Payments

Schedule payments in advance for recurring work or work you take on retainer—then sit back and watch your revenue roll in. With our free Scheduled Payments feature, you can save time and maximize cash flow in your firm.

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Website Payments Integration

Add a bill payment button to your firm’s website and link it to your secure, custom CPACharge payment page. This gives existing clients a straightforward way to pay, and shows prospective clients your firm is modern and tech-savvy.

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Client Signatures

Protect your firm against potential payment disputes by adding signatures to credit card receipts. No matter how transactions are run, you can easily collect a client signature to verify payment.

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Refunds

CPACharge provides two easy ways for you to return a client payment. For same day returns, void a payment entirely. If more than a day has passed, the refund function lets you reverse payment with just a click.

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5 Stars

CPACharge has made it very easy and inexpensive to accept payments via credit card. I’m getting paid faster, and by having the payment link on my invoices and website, clients are able to pay their bills with no hassles.

David Cantor
CPA, Cantor Forensic Accounting