InfoFlo Pay, an integrated solution powered by CPACharge

InfoFlo Pay is one of the most feature-packed invoice management software products on the market. Easily generate highly customizable invoices with a direct link for payments and estimates with an option to convert and accept. Clients can pay over the phone or online at their convenience through the customer portal thanks to built in payment processing, powered by CPACharge. And with InfoFlo Pay's QuickBooks integration, collecting and managing payments has never been faster or easier.

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What is InfoFlo Pay?

InfoFlo Pay is a complete invoicing management and payment solution, offering CRM, estimates, invoices, notifications, emails, payment processing, client portal, e-signatures, and web-to-lead forms—all in one simple platform.

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What is CPACharge?

CPACharge was designed specifically to provide accounting professionals with a simple, secure solution for accepting online credit, debit, and eCheck payments. Our reporting features make reconciliation a breeze, providing all the payment details you need.

Streamline Your Payments

Create new invoices with just a few clicks and automatically send them to clients. Easily create case projects for CPAs and and staff to enter time logs and expenses. Quickly convert a project to an invoice with just one click. Receive automatic notifications when clients view and pay invoices, and encourage prompt payment with automatic late payment notifications.

Payments and QuickBooks Sync

Process one-time, automatic recurring, installment, and deposit payments. Your staff and your clients can pay by credit card and InfoFlo Pay automatically saves the last four digits of the card as a payment profile for future payments, just like Google Wallet or Amazon, ensuring you get paid faster the next time. Manual payment options including check, cash, money transfer and more can also be processed. All clients and invoices can be automatically synced with QuickBooks Online.

Online Forms with E-Signature

InfoFlo Pay offers a complete front-end form builder that can be used for contracts, wills, retainers, web to lead forms and more. Unique features include ability to auto-populate client information into forms, sending of forms, set required fields, set conditional fields, capture digital signature, approvals workflow and automatic conversion to PDF. Stop wasting time with paper and go digital.

Unique Client Portal

InfoFlo Pay includes a client portal and automatically adds your clients to the portal by email. The email will include a live link to their invoice in PDF format. With one click customers can log in and pay their invoice. From the portal, clients can also pay any outstanding invoices, view payment history, view statement balances and fill out forms.

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Open an account to get started with CPACharge and InfoFlo Pay today.

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Need Expertise?

Our Certified Payments Professionals are ready to share the latest knowledge on compliance, chargeback prevention, and merchant account best practices.

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