Explore our resource center for expertise and free tools

As the experts in payment processing for CPA firms, CPACharge is your go-to resource for getting paid and staying up to date on industry trends. Look to us for accounting industry insights and educational resources on topics like billing and payments, financial technology, CPA firm security, and more.

Practice Management Tools

Practice Management Tool
Password Management Quick Reference for CPAs

One of the easiest ways to boost security in your firm is to optimize your password management practices. This printable guide lists the top eight dos and don’ts every CPA should know about creating and managing strong passwords.

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Practice Management Tool
Sample Credit Card Authorization Form

Letting clients pay by credit or debit card is even easier when you have 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.

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E-Books and Guides

Guide
The CPA’s Ultimate Guide to Credit Card Processing

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.

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Guide
Building a Secure Practice: A Guide for CPAs

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.

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The CPACharge Blog

Financial Technology
The CPA’s Guide to Cryptocurrency

In this post, we break down what you need to know about ...

John Lehman
Jun 15, 2018
Security and Compliance
What CPAs Need to Know About GDPR

What is GDPR exactly, and what does it mean for your fir...

John Lehman
May 24, 2018
Billing and Payments
Intro to Chargebacks, Plus 3 Tips to Protect...

Your success in disputing chargebacks depends on being a...

Lara Berendt
May 04, 2018
Security and Compliance
What CPAs Need to Know About PCI Compliance

You’ve probably heard of “PCI compliance,” but if you ha...

John Lehman
May 04, 2018

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