Explore our resource center for expertise and free tools

Template

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.

Template

Every accounting firm needs a proper client intake process in order to serve their clients as quickly and effectively as possible. If you’ve yet to put together forms for your intake process, or are in need of a refresh, we've got you covered. Our client intake kit will help you bring in new clients more efficiently, and help boost your bottom line in the process.

Template

Automate your billing to save time and maximize your cash flow by getting your client’s payment information in advance. With our ACH Authorization Form, you can charge your clients on time every time, letting you focus on your work instead of the bill.

Template

If you haven’t documented your firm’s security policy yet, we’re here to help you get it done. This free sample security policy template provides a great starting point, and you can adapt it to meet your firm’s unique needs.

Interactive Tools

Is your payment experience helping you create a great client experience and get paid quickly, or is there room for improvement? In just five questions, this quiz helps you identify the payment features that will most benefit your clients, driving your firm towards greater profitability and growth.

Interactive Tools

Explore our interactive web page to discover five proven and practical strategies for increasing revenue year-round. Boost your revenue beyond the busy season with upskilling, client curation, business tool review, professional development, and streamlined billing & collections.

Interactive Tools

Why bog down your busy day with a slow, outdated billing process? CPACharge's online payment solution could get you paid as much as 39% faster, putting more valuable time back into your day. To see how much time you could be saving with an online payments solution, take our short quiz.

E-Books and Guides

In response to a shrinking talent pool and evolving client expectations, the accounting industry is shifting from the billable hour model to fixed-price bundles—such as value-based pricing. This e-book explores pricing strategies covering topics such as the pros and cons of hourly billing, identifying ideal clients for value-based pricing, packaging services, and effectively communicating value to clients.

E-Books and Guides

Technology is changing, and as a result, the accounting industry is reimagining the way business is conducted. We’ll explore the latest trends that will help you remain current and competitive along with the benefits of adding a modern payment solution to your repertoire.

E-Books and Guides

In this guide, we explore CPACharge, a leading online payment and billing solution made for accounting professionals. You’ll learn about CPACharge’s powerful features that can help you improve performance, profit margins, and productivity.

E-Books and Guides

Take the time now to explore how you can optimize processes and generate revenue beyond the busy season. Discover five strategies for increasing cash flow using the latest and greatest tech solutions.

E-Books and Guides

Put your firm in the best position to combat the ongoing accountant shortage and inspire business growth for years to come with this guide. Learn how a robust tech stack can make your firm a magnet for the very best talent.

E-Books and Guides

Are you taking a hard look at some of your company’s processes? Reimagining your operations is easier than you think. This guide will show you how to properly evaluate your business through an iterative approach that focuses on optimizations in areas relevant to accounting industry professionals.

E-Books and Guides

Whether you're considering accepting credit or debit cards for the first time, you're shopping for a new payment processor, or you just want to offer informed advice to your clients—this guide has everything you need to know.

E-Books and Guides

Safeguarding your firm’s and your clients’ data is more important than ever. This guide offers step-by-step instructions for optimizing your firm’s security, with tips on everything from passwords to network configuration and more.

E-Books and Guides

Making the transition back to working from an office after working remotely for several months can be tricky. Our whitepaper offers helpful tips to support you as you navigate this challenging situation.

E-Books and Guides

Your clients trust you with sensitive data, from personal to financial details—making the effectiveness of your passwords paramount. Earn and keep your clients’ trust with secure password creation and management. Download __Accounting Password Do's and Don'ts__ as a quick reference to step up your firm’s cybersecurity practices.

Interactive Tools

Is your payment experience helping you create a great client experience and get paid quickly, or is there room for improvement? In just five questions, this quiz helps you identify the payment features that will most benefit your clients, driving your firm towards greater profitability and growth.

Interactive Tools

Explore our interactive web page to discover five proven and practical strategies for increasing revenue year-round. Boost your revenue beyond the busy season with upskilling, client curation, business tool review, professional development, and streamlined billing & collections.

Interactive Tools

Why bog down your busy day with a slow, outdated billing process? CPACharge's online payment solution could get you paid as much as 39% faster, putting more valuable time back into your day. To see how much time you could be saving with an online payments solution, take our short quiz.

webinars

This webinar covers the ongoing changes and challenges of the accounting industry and provides actionable insights into how you can set your firm up for a successful future.