Increase productivity and collect more of what you’ve earned

CPACharge and Smith.ai are teaming up to help CPAs be more productive and get paid for their hard work faster.

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Online payments designed just for CPA firms

CPACharge is a professional online payment solution developed to meet CPAs’ unique needs, allowing you to accept client payments with no equipment or swipe required. You can rely on our top-notch security, and our expert support team is always available when you need them.

Call answering and transfers

Professional U.S. receptionists answer, transfer, screen, block, and return calls for you, according to your personalized instructions.


Lead capture and qualification

Smith.ai receptionists answer calls from leads and call back leads who have completed your web form. Leads are qualified based on your custom criteria.


Intake and appointments

Receptionists complete intake forms, pass client information into your CRM, and book appointments with your calendaring software.


Online payment processing

Smith.ai receptionists can process online payments over the phone for CPAs using CPACharge's secure, proven online payment solution.


Get started with CPACharge and Smith.ai today.

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Need Expertise?

You’ve got it! Our Certified Payments Professionals are ready to share the latest knowledge on compliance, chargeback prevention, and merchant account best practices.

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Still have questions? Find answers in our FAQ.