Get client funds deposited in full each day for easy reconciliation, complete transaction details in easy-to-read reports, and useful business insights from our custom dashboard.

Reporting and Reconciliation

You care about the numbers—and so do we. CPACharge gives you complete transaction details and full daily deposits of client funds, with no fees deducted until the beginning of the following month, to finally take the headache out of payment reconciliation.

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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.

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Practice Management Tool

Letting clients pay by credit or debit card is even easier when you have their credit card information on file from the get-go. This authorization form can help you get started with online payments and protect your firm against payment disputes.