An integrated solution between CPACharge and ClientRock

The only automated client experience portal designed specifically for fixed-fee and subscription CPA firms. With ClientRock, accountants can save their clients time by automating their firm’s interactions with one solution, including automated online payments powered by CPACharge.


Key benefits of ClientRock

Intake simplified

With ClientRock’s intake system, you can schedule client appointments, gather client information, process payment data, send fee agreements with one customized flow.

One-stop practice management

No need for multiple windows open. ClientRock gives you scheduling, capturing client signatures, generating forms, and communications from a single solution.

A solution designed for you

ClientRock is the only client invoicing and billing solution that was designed specifically with fixed fee and subscription firms in mind.

Payment features designed exclusively for CPA firms

Easily incorporate online payments for convenience

Create custom secure payment links for your tax business

Quickly reconcile with robust and detailed reporting

Accept payments online, in your office, anywhere at any time

Leading Payment Technology

  • Trusted by more than 150,000 professionals nationwide
  • Over a decade of experience with payment technology
  • Tailored to meet the needs of tax professionals