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Online payments designed for CPA firms

CPACharge is a simple, affordable online payment solution that makes it easy for accountants, bookkeepers, CPAs, and enrolled agents to securely accept credit, debit, and eCheck payments in person, online, or on the go.

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About CPA Charge

CPACharge offers competitive rates and has no long-term contracts, setup costs, or cancellation fees. It's recommended by more than 35 state CPA societies and is the only payment solution offered as a Member Discount Partner by the AICPA. See for yourself why accounting industry professionals nationwide trust CPACharge.

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.

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.

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.

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.

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.

QR Code

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. Give your clients the payment features they want while giving your firm another easy way to get paid faster.

Surcharging

With CPACharge’s surcharging functionality you can not only securely accept payments from anywhere, you can also ... apply a surcharge in compliance with payment industry regulations. When initiating a new charge users will see the surcharge amount clearly displayed as a separate line item on invoices, automatic removal of surcharge for debit card transactions, and detection of payment methods to ensure surcharges are applied appropriately. This functionality helps simplify the process of compliant surcharging and makes it easier for CPACharge users to abide by the surcharge regulations set by the major card brands.

Webinar & Courses

Everything You Need To Know About Surcharging
FREE
Self Study
Everything You Need To Know About Surcharging
     
  • Accountant/Bookkeeper/Tax Professionals
  • CPA/ABV
  • CGFM
  • CMA
  • CPA (US)
  • CVA
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Working Remotely - 5 Strategies for Success
FREE
Self Study
Working Remotely - 5 Strategies for Success
     
  • Accountant/Bookkeeper/Tax Professionals
  • CPA in Canada
  • CMA
  • CPA (US)
  • CA - ICAEW
  • HRCI
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  • 4.5
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Online Payments CPE Course
FREE
Self Study
Modernize Your Firm And Win More Clients With Online Payments
     
  • Accountant/Bookkeeper/Tax Professionals
  • CPA in Canada
  • CMA
  • CPA (US)
  • CA - ICAEW
  • ACCA
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  • 4.6
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  • (415)
Onboard A New Client To Your Accounting Firm CPE Webinar
FREE
Self Study
How To Onboard A New Client To Your Accounting Firm
     
  • Accountant/Bookkeeper/Tax Professionals
  • CPA in Canada
  • CMA
  • CPA (US)
  • CA - ICAEW
  • ACCA
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  • 4.6
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Cyber-liability And The Credit Card Industry CPE Course
FREE
Self Study
Cyber-liability And The Credit Card Industry
     
  • Accountant/Bookkeeper/Tax Professionals
  • CPA in Canada
  • CPA/CITP
  • CMA
  • CPA (US)
  • CA - ICAEW
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  • 4.5
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10 Ways Successful CPA Firms Use Payment Technology - myCPE
FREE
Self Study
10 Ways Successful CPA Firms Use Payment Technology
     
  • Accountant/Bookkeeper/Tax Professionals
  • CPA in Canada
  • CMA
  • CPA (US)
  • CA - ICAEW
  • ACCA
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Latest Updates

SSARS #21 live CPE webinar
4 Benefits of Mobile Payment Systems for CPAs
  • Dec 28, 2021

One of the latest payments technologies that has seen rapid growth recently is mobile payments,

SSARS #21 live CPE webinar
Credit Card Surcharge Processing: What CPAs and Accountants Need to Know
  • Mar 09, 2020

CPAs and accountants are all too familiar with the fact that it costs money to move money within our financial systems.

SSARS #21 live CPE webinar
CPA Billing Practices: 6 Ways to Boost Revenue and Cash Flow
  • Feb 06, 2020

Running a successful CPA firm requires more than being a knowledgeable and talented CPA—in fact, that’s only about half the battle.

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