CPACharge Reviews & Product Details

The ease of the system to use and it syncs with TaxDome Review collected by and hosted on G2.com.

Requires and email address for every transaction except for chip or tap transactions. Review collected by and hosted on G2.com.

What I like best about CPA Charge is mainly the Invoicing ability and Account Withdrawal capability at my demand! Review collected by and hosted on G2.com.

CPA Charge I find provides a smooth processing flow and definitely relative to the type of Clients I service! Review collected by and hosted on G2.com.

I find it very user friendly for the most part and customer service is quick to respond to any issues and seems to be knowledgable regarding the two particular issues I've had.

There are also many additional features that our previous online merchants didn't provide.

I personally found implementation of the software to be a very short learning curve. Initial access and signing in was very easy.

We use this software every day and I frequently throughout the day log in to check for client invoices that have been paid, and if paid by check I can just click the "paid" option and everyone can see what has an hasn't been paid and which clients needs to have a reminder sent.

And it can be intergrated with quickbooks Review collected by and hosted on G2.com.

Since a recent update, they change around a particular option that was orginally accessed from the menu on the left side of the screen and is now a sub-menu item. One of the calls I made as noted in the "What do you like box". Review collected by and hosted on G2.com.

Easy integration with my face to face office, my QuickBooks account and my website and our customer relations manager.

Cost effective method for accepting payments from clients both online and in person

It is very adaptable as we change how we do business. The fact that it integrates with so many tools makes it a valuable addition to our technology stack in the firm.

I appreciate how they deposit the full amount charge to the client and bill me the fees later. That makes reconciliation much easier. Many of the competitors give you a net deposit instead which is challenging to break down. Review collected by and hosted on G2.com.

I wish they had a hardware terminal to use instead of just the website. We have swipers that connect to the computer via USB, but a dedicated hardware terminal would look more professional.

Plus there is no way to take chip cards or NFC based payments which is becoming more and more common than it was before. Even if the terminal was still connected to the computer, being able to do more than just swipe the card would really help. Given the extra security chip cards or NFC based payments provide, I would think they would want to find ways for us to be able to use them and reduce fraud and chargebacks, but I have not been able to figure out a way to make that happen Review collected by and hosted on G2.com.

CPACharge has changed my life!! They allow me to set up recurring payments from clients that I can set and forget. It really helps me not stress out about whether or not I'll get paid. Their website is super easy to use, and there are a TON of reporting options. I know my clients' info is secure and safe. I also love that they offer Affirm, as that is a very popular payment option with my tax clients. I've only had to contact Customer Support once, and they were extremely helpful! Review collected by and hosted on G2.com.

My one and only complaint is that you cannot directly set up a recurring payment from the Card Vault after your client inputs their card information. You have to charge the card manually once, THEN you can set up a Schedule for recurring automatic payments. This is inconvenient because I have existing clients that want to switch to Auto-Pay that put in their card info, and I have to set a reminder to charge them the next month so I can set up their recurring payments. Review collected by and hosted on G2.com.

It has made collecting payments from our clients so much easier. Them having the ability to follow the link to our payment site and us not having to be in office to take their payment has made a world of a difference. Switching over to this processor was one of the easiest switches we ever made. They had a short walk through with me and if I ever have any questions, I know they are super easy to get in contact with. Review collected by and hosted on G2.com.

Honestly, I haven't had any down sides to it. Review collected by and hosted on G2.com.

I love it because it is convenient to use in the office and on the go. It is small enough to not take up a lot of space either. The online platform and application on mobile devices are easy to use and follow. Our firm appreciates this so much when it comes to tax season as well as off-season. All around great company. If any issues ever arise, customer service is at its best when assisting with our needs. We also use this a lot in our office. There are many features as well as integrations within the tax software that we use. Review collected by and hosted on G2.com.

I don't have anything negative to say. Everything is wonderful. Review collected by and hosted on G2.com.

The best part of the CPACharge is being able to set up a schedule for clients for recurring payments that are monthly, quarterly or annually, so they don't have to remember to pay. Also, with being able to link the payments as a pay now on an invoice within our portal system and it being recorded into our system. Review collected by and hosted on G2.com.

The only enhancement would be that when a client does pay through the software portal, the pay now would be removed as an option to indicate payment made. I don't believe that this is a CPACharge issue, more the other software issue. Review collected by and hosted on G2.com.

CPA Charge allows me to bill clients with a link to immediate payment through credit card or bank ACH. It is a great way to bill and get paid quickly. I can also quickly review who has paid and send out reminder bills. It really speeds up the billing and payment process. Their customer support is great. When a payment does not process correctly they can always tell me why. I contact my customer and they correct the payment error. When I transitioned to my home/office I took on my billings. I had no trouble implementing the system and setting up billing for my clients. I use this program for all of my billings. Review collected by and hosted on G2.com.

My biggest negative was the time it took to process payments from bank accounts. But CPA Charge has changed that feature and payments now process the same as credit cards with two day credits to my bank account. Review collected by and hosted on G2.com.

CPAcharge is very user friendly and was easy to figure out when I first started. Their tracking solutions are very reliable when trying to find out history on charges. I also like that their customer service is top notch, they go out of their way to make sure you are questions are fully answered. Review collected by and hosted on G2.com.

Least helpful is that it is too expensive to add the feature for putting charges of $10,000 or more though. If we were easily able to charge up to $30,000 with EFT that would be ideal. Also we wish this was connected to a proposal or engagement letter process. We are having trouble keeping up with all that we have to do for our business and are looking for a payment processor that is connected to our engagement letter process. Review collected by and hosted on G2.com.