New dashboard, new business insights

Article author, Amy Mann
Amy Mann
Oct 01, 2017

We know you’re not just providing accounting services—you’re running a business. That’s why our latest updates to CPACharge focus on providing you instant access to key business metrics right in your account dashboard.

In the new dashboard, you can: - See month-to-date and year-to-date payment stats front and center - Toggle between views to see data for the past 30 days, 90 days, or 12 months - See your ten most recent transactions and top ten clients by volume - Use the payment volume and source charts to spot trends and project cash flow

Notice anything different?

We're always listening and using your feedback to enhance CPACharge. As such, we've rolled out a new look and feel that will improve the way you navigate and interact with CPACharge.

Article author,
                     Amy Mann
Amy Mann
Easier payment tracking with CPACharge’s newest update

We’re constantly listening to your feedback to determine how we can make CPACharge better. Many of you have asked for the ability to track all the Quick Bills you’ve sent—and now you can.

Amy Mann
Start processing payments like a pro.

CPACharge is an online payment solution designed specifically for CPA firms, with the reporting and reconciliation tools you need to run your business. See how our payment features can help you optimize workflow and cash flow.

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