Integrated payment and billing tools for accounting firms

Payment processing in CPACharge aligns with how most firms already operate. You send a request or share a payment page, the client pays by card or bank transfer, and the transaction is processed and deposited into your account. From there, the payment and associated details can sync into your accounting system so it’s reflected in your books without additional steps.

CPACharge is PCI-compliant and uses encryption and tokenization to handle card and bank data securely. Sensitive information isn’t stored in a way your firm has to manage directly, which helps reduce your PCI scope. There’s also built-in guidance so your team can stay aligned with compliance requirements without adding separate tools or processes.

You can create a payment page with your firm’s branding and share it wherever clients interact with you, including your website, invoices, or email. Payment links and QR codes make it easier for clients to pay without logging into a separate system.

Recurring work often requires follow-up to keep billing on track. CPACharge lets you set up scheduled payments tied to a saved payment method, so charges run automatically once the client has approved them. This helps teams spend less time resending invoices and checking on payment statuses for retainers and monthly services.

Chargebacks are usually handled on a case-by-case basis and require clear, well-documented records. CPACharge keeps transaction details organized and accessible, so your team can respond with the right documentation. 

The CPACharge team is available to assist with issues related to chargebacks as needed.

Reconciliation can get complicated when payments and books are managed in separate systems. CPACharge syncs transactions into QuickBooks Online, so payments are automatically recorded where your team is already working. This reduces time spent matching transactions to invoices and helps avoid gaps at month-end.

Errors often happen when the same information is entered in multiple systems. When clients pay through CPACharge, payment details are captured once and synced across your accounting workflow, including with platforms like QuickBooks. This helps your team improve accuracy while reducing the need for manual entry.

Standard payout speeds with many providers can take several days, creating a gap between when clients pay and when funds are available. CPACharge offers next-day funding for eligible transactions, so payments arrive sooner and balances stay current. This gives firms a clearer view of available cash and makes planning more predictable, especially during heavier billing periods.