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New dashboard, new business insights

We know you’re not just providing accounting services—you’re running a business. That’s why our latest updates to CPACharge focus on providing you instant access to key business metrics right in your account dashboard.

In the new dashboard, you can:

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

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

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

  • Use the payment volume and source charts to spot trends and project cash flow

About the author
Amy Mann

Amy Mann

Start processing payments like a pro.

CPACharge is the only payment solution designed to keep your firm compliant. See how our solutions can take the headaches out of payment processing and help your firm get paid faster.

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