New dashboard, new business insights

Amy Mann
October 1, 2017

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

Start processing payments like a pro.

CPACharge is an online payment solution designed specifically for CPA firms, with the reporting and reconciliation tools you need to run your business. See how our payment features can help you optimize workflow and cash flow.