CPACharge Year in Review 2024: Celebrating the Year of the Customer

From Our CEO: A Message to You

As 2024 draws to a close, AffiniPay is proud to reflect on another impactful year for our customers. For 20 years, we have provided professionals with integrated payments, legal practice management software, and embedded fintech solutions. With customers at the heart of everything AffiniPay does, 2024 was a year of celebrating our customers' success and firm growth.

On behalf of the entire AffiniPay team, thank you for trusting the company to support your growth and success. Your dedication to your business and clients inspires the team to expand, innovate, and launch new solutions that make a difference.

Sincerely,

Dru Armstrong
CEO of AffiniPay, parent company of CPACharge

Celebrating the Year of the Customer

At every step, you (our accounting and tax professionals!) have always been at the heart of what we do here at CPACharge. In 2024, we took our dedication to the next level, celebrating not only your successes but also the incredible milestones we’ve reached together. So, as we gear up for 2025, let’s look back at the memorable moments we’ve shared, highlighting the greatness we’ve achieved as a community. Thank you for being part of this journey!

2024 in Numbers: The Awesome Things You Did

Every win in 2024 reflects your hard work and dedication. Let’s take a peek at some standout stats that made this year so memorable:

• Record Month: The busiest month for CPACharge this year? April—you all were non-stop!
• QR Code Scans: 75,996
  Faster payments with a quick scan? Yes, please. Our QR code feature became a go-to tool this year, bringing convenience to you and your clients.
• Top State for Transactions: California. California led the way in transactions this year, showcasing just how much our tools are empowering businesses coast to coast.
• Number of In-Person Payment Swipes: 155. Making moves in person! With In-Person Payment swipes this year, we’re embracing flexibility and client convenience like never before. And guess what? This is just the beginning of what’s possible with In-Person Payments!

Here’s to each of you who’s been working hard, achieving big things, and showing what’s possible with a little help from CPACharge.

Starting 2025 Off Right: Resources to Boost Your Practice

Ready to make 2025 your most impactful year yet? We've curated powerful tools, insider tips, and exclusive offers to kickstart your success!

• Stay ahead of the Trends: Subscribe to our monthly newsletter for fresh insights on industry trends and updates.
• Elevate Your CPA Experience: Optimize your workflow by integrating with TaxDome! Don’t miss our latest webinar with them for top tips on getting the most out of this partnership.
• Share the Success: Know someone who’d benefit from CPACharge? Send them our way and let’s grow together!

E-Books, Guides & How-To Articles
Our resource library is filled with tools to set your practice up for success in 2025.

• [Guide] 3 Key Steps for a Winning Value‑Based Pricing Strategy
  Many accounting firms are abandoning the billable hour model in favor of fixed-price bundles, delivering greater value to clients while driving profit through strategic packages. Learn how to maximize value and efficiency with a winning pricing strategy.

• [Template] Sample Credit Card Authorization Form
  If you already accept online payments in your practice or are thinking about getting started, add this free credit card authorization form template to your client intake paperwork for protection against payment disputes.

• [Webinar] What’s Next: Thrive in the Evolving Accounting Profession
  Review the ongoing changes and challenges of the accounting industry and gain actionable insights into how you can set your practice up for a successful future.

Explore these resources and more to equip your practice for a strong start to 2025!

Highlights from CPACharge’s 2024

4 Updates to Make Your Life Easier

This year, we introduced powerful tools designed to make your work smoother and faster. From accelerating cash flow to simplifying invoicing, here’s what’s new:

• In-Person Payments
  Meet clients where they are. With our new in-person payment options, you can now accept payments on the spot, providing a more convenient experience that’s secure and effortless for you and your clients.

• Next Day Payments
  Get paid faster! With our Next Day Payments feature, you’ll see funds in your account the very next day, helping you maintain a steady cash flow and keep operations running smoothly.

• Enhanced Invoicing Options
  Invoicing just got even better. Now, you can offer clients more ways to pay with expanded payment options like “Pay Later” directly integrated into Invoices and Quick Bills—making it easier than ever for clients to settle their balances on time.

• Expanding Our Reach
  We’re now available in Puerto Rico! Expanding into new markets means we’re able to serve more professionals, helping even more businesses thrive with our easy-to-use tools.

And we’re not stopping here! Watch for even more exciting updates and innovations in 2025 to support your practice.

New Integration: CPACharge + Qount

Our partnership with Qount added a layer of convenience and capability, enhancing your experience with automated reconciliation and seamless transaction management. Whether it’s simplifying tax prep or streamlining bookkeeping, this integration is designed to make your day-to-day tasks easier.

39 Events Attended

This year, we attended 39 incredible events—both in-person and virtual—from conferences and webinars to local meet-ups. Key highlights included our presence at industry-renowned gatherings like NATP Tax Forums, AICPA Engage, and SYNERGY 2024. These events allowed us to connect with you directly, share ideas, explore new solutions, and hear firsthand what matters most to your practice.

Here's to even more connections, insights, and innovation in the year ahead. We hope to see you at an upcoming event!

Looking Ahead: Cheers to 2025

To our valued CPACharge community: thank you for making 2024 an unforgettable year. Your achievements are at the heart of everything we do, and we can’t wait to keep celebrating your milestones in the year ahead. Here’s to an even more rewarding 2025—together!