Payment Solutions for Accountants | CPACharge (2024)

Payment Solutions for Accountants | CPACharge (1)

Easily accept credit, debit, and eCheck payments in your practice with our secure online technology developed specifically for accounting professionals.

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FEATURE SPOTLIGHT

Invoicing

Easily create itemized invoices and track time with CPACharge’s built-in invoicing feature. Encourage clients to pay by linking a payment request directly to the invoice. Track invoices, sync with QuickBooks Online, and manage payments from one simple platform.

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Next Day Payments

Boost your accounting firm’s cash flow and have money on hand to pay your expenses. With Next Day Payments, you can access funds one business day after the payment is initially made—24 hours sooner than the standard payout speed.

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Pay Later

With Pay Later, you can offer your clients an accounting fee lending solution that allows them to pay in small increments over time. Unlike traditional payment plans, however, you receive 100% of your invoiced amount upfront.

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Professional Payments Network

The Professional Payments Network provides access to an exclusive network of accounts payable vendors and several thousand banks, allowing you to get paid faster, experience easier reconciliation, and accept more secure payment methods, including virtual cards.

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CPACharge Mobile App

The CPACharge mobile app allows you to securely accept payments from your smartphone or tablet. Enter a client’s card details manually, use our Bluetooth card reader/swiper, or collect payment information automatically with the in-app card scanner.

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QR Code Payments

CPACharge’s new QR code feature lets your clients safely and conveniently submit a payment through your custom payment page by using the camera on their mobile device.

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Card Vault

CPACharge’s Card Vault feature allows you to store a client’s preferred payment method in a secure, encrypted vault. You can easily make a charge on their behalf, saving you both time and streamlining your billing process. You can even store multiple types of payment methods under a single client, so you can generate a payment the way they want.

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Custom Payment Pages

Get your own secure payment pages to easily process online payments. Customize your payment page and link to it from emails, invoices, and your website to give clients a seamless payment experience.

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Charge

Give clients multiple easy ways to pay their bill with professional online payments through our secure portal. Whether you send clients a payment request or process transactions in your office, getting paid is simple and secure.

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Quick Bill

Help clients pay quickly and easily, with just a click. Quick Bill lets you send a payment request for a specific,pre-filled dollar amount. Your client receives a link to a secure portal, where they can view and pay their Quick Bills. You can manage and track sent, viewed, and paid Quick Bills right from your CPACharge account.

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Scheduled Payments

Schedule payments in advance for recurring work or work you take on retainer—then sit back and watch your revenue roll in. With our free Scheduled Payments feature, you can save time and maximize cash flow in your firm.

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Website Payments Integration

Add a bill payment button to your firm’s website and link it to your secure, custom CPACharge payment page. This gives existing clients a straightforward way to pay, and shows prospective clients your firm is modern and tech-savvy.

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Client Signatures

Protect your firm against potential payment disputes by adding signatures to credit card receipts. No matter how transactions are run, you can easily collect a client signature to verify payment.

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Refunds

CPACharge provides two easy ways for you to return a client payment. For same day returns, void a payment entirely. If more than a day has passed, the refund function lets you reverse payment with just a click.

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eCheck Payments

Never wait on a delayed check ever again. All CPACharge accounts can process eChecks through our proprietary technology, making payments easy and convenient for both you and your clients. You’ll get the same security, flexibility, and features as our card payment options, all at no additional cost.

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“CPACharge has made it very easy and inexpensive to accept payments via credit card. I’m getting paid faster, and by having the payment link on my invoices and website, clients are able to pay their bills with no hassles. Knowing that I get confirmation of a credit card payment immediately takes away the burden of having to worry about the check being ‘in the mail...I promise.’”

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David Cantor

CPA, Cantor Forensic Accounting
Practice Management Tools Sample Credit Card Authorization Form 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. E-Books and Guides Getting Paid Today: Blog Post Credit Cards 101: How Money Gets from a Client’s Card into Your Bank Account

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Payment Solutions for Accountants | CPACharge (2024)
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