CPA & Accounting Firm Dashboard
With instant access to key business metrics, you can better manage seasonal revenue trends, understand and project cash flow, and identify opportunities for business growth. That’s why we’ve designed the dashboard to give you robust tools to dig into your data.
Get down to the business of running your firm
Manage earnings
Get business insights at a glance to manage your firm's finances without taking time away from working billable hours.
Project cash flow
Better understand your firm's past and current financial standing to effectively plan for the future.
Spot trends
See not only when and how much you got paid, but also how your clients chose to pay, whether in-office or online.
How It Works
Essential payment information at a glance
Explore your payment dashboard to get the business insights you need to stay competitive and grow your practice.
Comprehensive payment information
Toggle between views to see payment data for the past 30 days, 90 days, or 12 months.
Short- and long-term stats
See month-to-date and year-to-date payment stats front and center.
At-a-glance metrics
See your ten most recent transactions and top ten clients by volume.
Explore more CPACharge features
From multiple easy ways to get paid, to reporting and reconciliation features, and top notch data security—we've got you covered.