Billing and invoicing software for accountants

CPACharge brings billing, payments, and reconciliation into one connected workflow.

Instead of creating invoices in one system, collecting payments in another, and reconciling them separately, everything stays aligned from the start. That reduces manual work, limits errors, and gives you a clearer view of what’s been billed and paid.

For firms, the difference isn’t just how invoices are created. It’s how easily they move from work completed to payment received.

Billing follows the same sequence your firm already uses, without added steps.

With CPACharge accounting firm billing software, you create invoices from your work, send them to clients with a built-in payment option, and track their status as they move from sent to paid. Once payment is received, it syncs with your accounting system to support reconciliation.

Each step stays connected, so you’re not re-entering information or checking multiple tools to understand what’s happening.

CPACharge billing invoicing software for accountants supports the full lifecycle of an invoice, from creation to payment and reconciliation.

• Create line items for services, time, and expenses

• Build clear, itemized invoices for client review

• Finalize and send invoices when they’re ready

• Track invoice status, including sent, viewed, and paid

• Accept payments by credit card, debit card, or ACH

• Mark invoices as paid automatically when payment is received

• Sync payment data with QuickBooks Online to support reconciliation

Each step is designed to reduce manual work and keep billing aligned with your financial records.

The invoicing feature is included with your CPACharge account at no additional cost, and can be used across your firm without user limits.

CPACharge charges standard payment processing fees when you accept client payments. There are no separate fees for creating or sending invoices. You can review all pricing and fees here.

You just need an active CPACharge account.

Once you’re set up, your team can begin creating invoices, sending them to clients, and accepting payments. No additional software is required to start using billing and invoicing.

Clients can pay invoices using credit cards, debit cards, or ACH (eCheck).

Each invoice includes a secure payment link, so clients can pay directly from the invoice without additional steps. These payment methods are eligible for fast funding, helping you receive payments sooner.

No. Invoicing is optional.

CPACharge also supports standalone payment options, including payment links and scheduled payments. You can collect payments without generating an invoice, or use invoicing when you want a more structured billing process.

Most teams can start using CPACharge without formal training.

The workflow follows familiar billing steps, so there’s little to learn upfront. If your team needs additional support, onboarding and training resources are available.

You can continue using your existing invoicing tools if you prefer.

Many firms choose to use CPACharge for payments while keeping their current billing system. Others consolidate both into CPACharge to reduce the number of tools they manage and simplify payment tracking.

CPACharge supports time-based billing through itemized invoices and manual time entries.

You can include time and services directly within invoices, keeping billing tied to the work performed. For firms that already use separate time-tracking tools, CPACharge integrates with them, handling invoicing and payments in a connected way.

Yes. CPACharge is designed to reduce administrative overhead, which is especially important for smaller teams.

Firms can create invoices, accept payments, and track status without managing multiple systems. As the firm grows, the same workflow continues to support higher volume without adding complexity.