CPA Charge Software Features

Explore what CPACharge Software offers — from day-to-day workflows to advanced capabilities.

5 features

In-Person Payment Acceptance

CPACharge enables you to accept, chip cards, Apple Pay and Google Pay payments. It enables office and mobile payments while staying PCI compliant.

Branded Payment Pages

You even have the ability to tailor the payment pages to reflect your firm’s branding. This gives a professional outlook.

Automated Payment Scheduling

Ongoing services may be optionally set up on a payment plan.This improves cash flow and reduces missed or late payments.

Reporting and Reconciliation Tools

CPACharge delivers detailed payment reports to help facilitate simple reconciliation within small business accounting software.

Data Protection and Compliance

It is PCI compliant and secure. It protects sensitive payment information. This means less risk and more audit readiness.

What Is CPA charge Software?

CPACharge is a practice management solution designed for the accounting professionals. It doesn’t supplant small business accounting software. It manages invoicing, payment acceptance and reconciliations.

The platform allows you to monitor transactions, shorten payment lags and streamline reconciliation.

CPA Charge Pricing

CPACharge fee makes it effective for companies with best accounting software systems.

Base plan

  • 10 dollars per month
  • No contract
  • Monthly billing
  • Processing rates

Visa, MasterCard, Discover

  • 2.99 percent, plus $0.30 per transaction

American Express

  • 3.90 percent and 0.30 dollars per transaction

eCheck

  • 1% and capped at 10$ fee for processing

Pay Later lending solution

  • 4.95 percent processing

What does the plan include?

  • Unlimited users
  • PCI compliance
  • Debit, credit, and eCheck payments
  • Custom reconciliation reports
  • Custom payment pages
  • Unlimited phone support

Pricing may change over time.

Who Uses CPAcharge ?

  • Accounting firms
  • Law firms
  • Medical practices
  • Consultants
  • Small businesses managing recurring billing

CPAcharge Integrations

It integrates with the most popular accounting computer software programs, so you can keep using your workflow.

  • QuickBooks
  • TaxDome
  • Bill4Time
  • BQE CORE Accountant
  • Fresh Proposals

These integrations eliminate the need for manual data entry and enable reconciliation within online accounting applications to ensure accuracy.

How Does CPACharge Work ?

CPACharge integrates directly with your invoicing and billing.

  •  Add an invoice or time entry
  •  Send secure payment link to client
  • Payments are linked to your accounts management
  • Reconcile deposits with integrated reports.

This method allows you to get paid more quickly and ensure your business accounting software is up-to-date.

Choose CPACharge for Faster Client Payments

CPACharge is ideal if you want to increase payment collection, but don’t want to switch from your existing small business accounting software. Choose it for:

  • PCI-compliant payment handling
  • Straightforward and honest pricing, no contracts.
  • Integrations with online accounting software
  • Scheduled payments or organize data
Invoice management Included
Billing and invoicing Included
Accounts receivable tracking Included
Cash flow monitoring Included
Account reconciliation Included
Bank reconciliation Included
Audit trails Included
Customizable reports Included
Alerts and notifications Included
Integration with banking systems Included

Pros

5
  • Simple to use and very little training required
  • Compatible software for online accounting is great
  • Strong customer support
  • PCI-compliant payment handling
  • Custom payment pages

Cons

3
  • International refunds may take longer
  • Some integrations require extra setup
  • The numbering of the invoice may have to be checked manually

CPACharge Software Reviews

Overall Rating

4

2 Review(s)

Rating Distribution

5

(0)

4

(2)

3

(0)

2

(0)

1

(0)

Share your experience
John S.

Consulting

Ease of use
8
Value for money
8
Customer Support
7
Functionality
8

My software review

Pros

The platform has been a dependable part of our daily operations. It handles core tasks smoothly and keeps everything organized without adding complexity.

Cons

Limited advanced customization options.

Damian K.

Technology

Ease of use
8
Value for money
9
Customer Support
7
Functionality
8

An excellent System

Pros

The software offers a good mix of features that support our workflow and improve efficiency. It covers most of our needs, though there are occasional areas where improvements could enhance usability. Still, it delivers solid value for the price.

Cons

Occasional lag in updates or syncing.

Frequently Asked Questions

Accounting firms and businesses focused on business accounting software typically utilize CPACharge into their day-to-day operations.

CPACharge  offers unlimited phone, email and chat support.

CPACharge has a standard $10 per month plan and a custom monthly pricing for large firms.

CPACharge works with QuickBooks, TaxDome and Bill4Time.

Yes. Mobile apps designed by CPACharge are available for iOS and Android.