Payment Tools for Your Firm.
We offer the most up-to-date payment options in the industry. If you don’t find the solution you need, contact our experienced staff to discuss a customized program.
Feature Spotlight: Quick Bill
Our easy-to-use Quick Bill tool lets you quickly send clients an email requesting payment for a specific dollar amount, with the option to include a reference or invoice number. Your client receives a link to a secure payment portal where they can view and pay any outstanding Quick Bills with just a few clicks.
From your CPACharge account, you can access all your Quick Bills to see which have been sent, viewed, or paid. Sort and filter Quick Bills to immediately see which are still outstanding, and track which payments have been made by cash, online, or in-office for better forecasting.
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Process transactions from your computer, tablet, or mobile phone. No swipe or traditional credit card equipment required.
In addition to payment information, you can collect client details such as invoice, client number, or other pertinent information. Credit card information can be entered by you or your clients to complete a transaction.
Add a digital signature line to receipts. Clients can sign with a mouse or even on a touchscreen. The signature is stored electronically to confirm card authorizations. You can also request a digital signature from clients via email. Manage all signature settings from your own dashboard.
Establish recurring payments by re-charging a past transaction or providing clients with a payment plan option. Recurring payments give you and your clients the flexibility to run automatic payments without collecting or storing card information.
Refunds are reported and linked to the initial payments or donation to establish a payment history and updated balance. Charges are simply returned to the cardholder based on the original transaction.
Easily track recent transactions, processing volume, and payment trends with our comprehensive dashboard. Increase management efficiency by labeling or tagging transactions to create customized reports.
The latest in payment technology.
CPACharge offers the most up to date payment options for accountants. Collect payments in your office, through your website, and on the go. Your CPACharge account can be used anywhere, anytime.
We understand not one solution works for everyone. Our knowledge and expertise in the accounting industry can save your firm valuable time and money. Have questions? Our team of Certified Payment Professionals are on hand, ready to discuss your needs.
Additional Payment Features
Custom pages provide flexibility and allow you to identify charges from various channels. Create pages for specific purposes or other unique payment opportunities.
Email a payment link directly to your clients. This provides your firm with a way to give clients a friendly reminder, while also providing them convenience of making an immediate payment.
The secure link is created and hosted by CPACharge, reducing the need for costly shopping cart systems and development time. Simply paste the secure link into your website, invoices, or emails.
Run payments anywhere, anytime. Mobile processing is compatible with iPhone, iPad, and Android.
Payment notifications can be programmed to keep everyone up to date. Communicate by having email receipts sent to card holders, staff members, or other key individuals.
Security is our top priority. CPACharge’s payment platform meets the highest security standards set for internet security (Level 1 PCI Certified).