Robust security built for your firm and clients
At 8am CPACharge, protecting your sensitive payment data — and your clients’ — is a top priority. We combine industry-leading practices, compliance support, and advanced technology so you can focus on your accounting practice, not payment risk.
When you use CPACharge, your payment data is secured through multiple layers of defense, guided by globally recognized standards.
Data Security
Protecting your clients’ sensitive information is essential, and CPACharge makes it easy. By eliminating the need for your firm to handle credit card data directly, CPACharge reduces risk while providing a secure, professional payment experience your clients can trust.
Clients enter their payment details through a secure, branded payment page, so your team never collects or stores card information. This lowers your compliance burden, minimizes exposure to data breaches, and gives you peace of mind — so you can focus on serving clients, not managing security concerns.
PCI Compliance
CPACharge is certified as a PCI DSS Level 1 Service Provider, the strictest payment security certification available. This means our systems meet comprehensive requirements for storing, transmitting, and processing cardholder data — the same standard used by major banks and processors worldwide.
We don’t just passively meet these standards — we guide you through them. CPACharge provides complimentary help with your annual PCI Self-Assessment Questionnaire and answers compliance questions at no additional cost.
I love that I can send clients to my CPACharge payment page to input payment information themselves. I never have to personally input or authorize charges, so I can avoid any potential concerns of conflicts or misuse of client confidential information.
Scott Saltzman / CPA, Saltzman, LLC
Tokenization vs. Encryption
Tokenization replaces real card data with a “token” that’s secure and unusable outside CPACharge systems, while encryption protects data by encoding it during transmission and storage. Together, these technologies significantly reduce your exposure to risk and simplify compliance.
Client-First Security
Clients enter their own payment details on secure CPACharge pages, meaning your firm never stores or sees card numbers or CVV codes. This protects your practice and reduces liability.
Explore resources to help you run a secure firm
How Third-Party Vendors are Helping CPAs Protect Client Data
Today’s accounting professionals know that data security is a more urgent concern than ever. CPAs are in possession of their clients’ most sensitive personal and financial details, so it’s no surprise they’ve become prime hacking targets.
Accounting Cybersecurity: Checklist to Build Client Trust
Your clients don’t just trust you with their finances. As a CPA, you handle vast amounts of confidential client data daily. And for cybercriminals, this sensitive data makes your firm a prime hacking target.
Minding the GAAP: 10 Tips to Stay GAAP Compliant | CPACharge
In this article, we'll discuss the basics of GAAP standards and share 10 steps you can take to help ensure you're GAAP-compliant.