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.

5 Ways Office Managers can Boost CPA Firm Cash Flow


You foster your firm’s success each day by streamlining operations and enhancing client service. Here are 5 strategies you can employ to boost firm cash flow.

The CPA’s Guide to Cryptocurrency


In this post, we break down everything you need to know about cryptocurrency and how it can affect your practice.

What CPAs Need to Know About GDPR


What is GDPR exactly, and what does it mean for your firm? Learn what this regulation is all about and how you can prepare for it.

Intro to Chargebacks, Plus 3 Tips to Protect Against Them


Your success in disputing chargebacks depends on being able to provide documentation supporting your claim in a given time frame. Here are three tips to help.

What CPAs Need to Know About PCI Compliance


You’ve probably heard of “PCI compliance,” but if you have questions about what it is and what it requires of your firm, this post is designed to help.

Understanding Online Payments: How to Process Without Special Equipment


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


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


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


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


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


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?


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


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


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


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


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


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


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


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


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


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

Security Series Part 2: Strengthen Your Passwords


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


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


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


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


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

Getting Paid: 5 Things All CPAs Need to Know


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