CPACharge Blog

Hello and welcome to the CPACharge blog! Here you’ll find accounting industry insights and educational resources on topics like payment processing, financial technology, CPA firm security, and more. As the experts in payment processing for CPA firms, we aim to make the CPACharge blog your go-to resource for getting paid and staying up to date on industry trends.

Understanding Online Payments: How to Process Without Special Equipment

03/30/2018

Learn what it means to process payments without a physical credit card machine, and see why many professionals are making the switch to online payments.

What CPAs Need to Know About Surcharging for Credit Card Fees

03/30/2018

Learn exactly what surcharging means, its legal status in the United States, and how the practice might negatively affect your clients.

5 Things CPAs Should Look for in a Credit Card Processor

03/23/2018

There are a lot of payment solutions out there, and they’re not all created equal. Here we examine five things CPAs should look for when choosing a solution.

Credit Cards 101: Understanding Credit Card Processing Rates

03/20/2018

We’ve created this primer to help you understand how credit card processing rates work so you can make informed decisions as you research payment solutions.

Card-Present vs. Card-Not-Present Transactions: What You Need to Know

03/12/2018

These payment categories affect both the risk of a transaction and its cost, but there’s more to them than having a card in hand when running a payment.

4 Differences Between General-Purpose and Specialized Payment Solutions

02/28/2018

There are plenty of all-purpose payment providers out there. Here we explore four key elements that make a specialized, professional online payments solution a better choice for your CPA firm.

Local Bank or Online Payment Solution: Which is Best for You?

02/21/2018

If you’re shopping for a credit card payment solution for your firm, there are quite a few options out there for you to choose from. Here we look at the differences between merchant services from your local bank versus an online payment solution.

Credit Cards 101: How Money Gets from a Client’s Card into Your Bank Account

02/08/2018

Here we demystify the hidden logistics of credit and debit card processing to give you a better understanding of what happens behind the scenes when a client pays you with a card.

The 5 Best Password Managers for CPAs

01/26/2018

We’ve listed our five favorite password management tools that have the best features for CPAs.

5 Ways to Prep Your Billing and Payments Processes for Tax Season

01/23/2018

Here are five ways you can update your billing and payments workflows to make sure you’re set up for smooth sailing and maximum cash flow this year.

What Today’s Client Payment Trends Mean for You

01/08/2018

Here we dig into the data behind today’s online payment trends and look at how they could impact your CPA firm now and in the future.

7 Common Misconceptions About Accepting Client Payments Online

12/21/2017

The truth is, accepting online payments is much easier and safer than you might think. Here we debunk common misconceptions around accepting credit cards.

Security Series Part 5: Secure Sensitive Data

11/15/2017

What can you do to ensure sensitive data remains protected, regardless of its state or location? This post has some guidelines to keep in mind.

Security Series Part 4: Protect Internal Systems

10/12/2017

Use your firewall, antivirus software, automatic updates, and more to protect your firm’s systems from hackers.

New Infographic: How People Prefer to Pay Today

09/06/2017

Check out our new infographic below to learn more about the payment trends driving client expectations in the modern service economy.

Security Series Part 3: Fortify Your Network

07/26/2017

Secure your firm’s Wi-Fi network with a few important changes to your network configuration.

Security Series Part 2: Strengthen Your Passwords

07/07/2017

Every IT asset in your firm has a shared security characteristic—it’s only as secure as the password protecting it.

CPA Firm Spotlight: Cantor Forensic Accounting

06/27/2017

This month, we’re thrilled to feature Cantor Forensic Accounting, PLLC, a family law CPA firm in Chandler, Arizona.

Security Series Part 1: Take Stock of Your IT Assets

06/09/2017

To secure your technological infrastructure, you first need to know what you’re working with. This means taking an inventory of your firm’s IT assets.

10 Tips for Incorporating Online Payments into Your Firm

06/01/2017

Today, people expect the option to pay by credit card or ACH, and the vast majority—75 percent—prefer it. Give clients what they want by incorporating online payments into your practice.

How Third-Party Vendors are Helping CPAs Protect Client Data

03/13/2017

Today’s accounting professionals know that data security is a more urgent concern than ever.

Getting Paid: 5 Things All CPAs Need to Know

01/17/2017

Implementing a few simple billing and collection habits will modernize the way you accept client payments and prioritize your firm’s cash flow.