---
title: 8am CPACharge Reviews
meta_title: '8am CPACharge Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 109 reviews by the users' company size, role or industry
  to find out how 8am CPACharge works for a business like yours.
aggregate_rating:
  rating_value: 4.7
  review_count: 109
  scale: '5'
date_modified: '2026-07-17'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---

# 8am CPACharge Reviews
**Vendor:** 8am  
**Category:** [Accounting Practice Management Software](https://www.g2.com/categories/accounting-practice-management)  
**Average Rating:** 4.7/5.0  
**Total Reviews:** 109
## About 8am CPACharge
8am CPACharge is trusted by the AICPA, 35+ state CPA societies and more than 150,000 professionals as the best payment solution for CPAs, Enrolled Agents and Accountants—providing a simple, secure way for accounting firms to accept client credit, debit, and eCheck payments from anywhere at anytime. With next-day payments, you can keep cash flow predictable and your firm moving forward without delays.



## 8am CPACharge Pros & Cons
**What users like:**

- Users find the **ease of use** of 8am CPACharge invaluable for seamless cash flow planning and reconciliation. (18 reviews)
- Users find **easy payments** with 8am CPACharge convenient, streamlining payment processing and invoicing effortlessly. (10 reviews)
- Users value the **payment efficiency** of 8am CPACharge, simplifying cash flow planning and transaction reconciliation. (9 reviews)
- Users appreciate the **ease of invoicing** with CPACharge, seamlessly integrating billing and simplifying cash flow management. (7 reviews)
- Users highlight the **quick and helpful customer support** of 8am CPACharge, enhancing their billing experience significantly. (4 reviews)
- Integrations (4 reviews)
- Ease of Implementation (3 reviews)
- Easy Integrations (3 reviews)
- Helpful (3 reviews)
- Setup Ease (3 reviews)

**What users dislike:**

- Users express concerns over **billing issues** due to high transaction fees and unpredictable invoicing from CPACharge. (5 reviews)
- Users mention **payment issues** due to high fees and unpredictable invoicing, leading to frustration with CPACharge. (5 reviews)
- Users find the **high fees** of 8am CPACharge cumbersome, especially with additional passthrough costs and unpredictable invoices. (4 reviews)
- Users note that the **email integration lacks visibility** and is limited, complicating transaction efficiency. (3 reviews)
- Users find the **overall cost of CPACharge to be high** due to unpredictable fees and higher transaction rates. (3 reviews)
- Fee Increase (2 reviews)
- Invoicing Issues (2 reviews)
- Poor Reporting (2 reviews)
- Users find the **frequent changes in company name** confusing, affecting clarity in account management practices. (1 reviews)
- Connection Issues (1 reviews)

## 8am CPACharge Reviews
  ### 1. Fantastic Billing for Accounting Firms

**Rating:** 5.0/5.0 stars

**Reviewed by:** Samantha E. | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 24, 2023

**What do you like best about 8am CPACharge?**

The ease of use and simplicity. It was really easy to implement in my firm and the customer support was great when I asked them for anything I needed. I use CPA Charge daily to check on my billing and see if I need to change anything. They are consistently adding new features and it integrates well with TaxDome which I use for all of my clients.

**What do you dislike about 8am CPACharge?**

I don't have any dislikes, CPACharge will now have my business forever.

**What problems is 8am CPACharge solving and how is that benefiting you?**

Scheduled payments and payment processing in person for any notary transactions.

  ### 2. Great software - super professional and easy to use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sam B. | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 24, 2023

**What do you like best about 8am CPACharge?**

Definitely love how clean everything looks. The last software we used was very clunky. They are always coming out with great new features too. It was very easy to figure out once we set it up.

**What do you dislike about 8am CPACharge?**

Can't honestly say I have any complaints. Sometimes it takes some time for the paid invoices to move over to transactions but thats just a timing issue I think.

**What problems is 8am CPACharge solving and how is that benefiting you?**

Providing legitimacy to our operation. Everything is very professional and easy to use. I love the financing option too for clients.

  ### 3. Efficient & user-friendly

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sarah B. | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 24, 2023

**What do you like best about 8am CPACharge?**

The software is user-friendly and makes invoicing and setting up recurring payments a breeze.  What truly sets CPACharge apart is their responsive and helpful customer support.  Whenever I've had questions, their team has been quick to assist, making the entire experience seamless.  I highly recommend it to anyone in need of a dependable and efficient payment solution.

**What do you dislike about 8am CPACharge?**

I do wish the monthly reports would be available closer to the first of the month.

**What problems is 8am CPACharge solving and how is that benefiting you?**

Ability to receive payments from clients in a secure environment

  ### 4. Works great

**Rating:** 5.0/5.0 stars

**Reviewed by:** Renae T. | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 24, 2023

**What do you like best about 8am CPACharge?**

Ease of being able to re-use a card or e-check that a client used to pay an invoice securely. Also, the customer support is great and quick to help.

**What do you dislike about 8am CPACharge?**

The client needs to enter the amount of the invoice they wish to pay as sometimes they think they owe zero because the form starts there not realizing they need to enter the amount directly.

**What problems is 8am CPACharge solving and how is that benefiting you?**

The fees are fair and we are able to tie the payment site to our invoices.

  ### 5. Great and easy Application

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ronald Q. | Manager, Accounting, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 24, 2023

**What do you like best about 8am CPACharge?**

Great and easy Application to send invoices and collect payment. We use it frequently to send invoices to all of our clients ! The Vault is easy to set up and scheduling is an ease.

**What do you dislike about 8am CPACharge?**

When generating a quick bill an invoice number automatically generates and I have to go back and edit the quick bill with to match the invoice number

**What problems is 8am CPACharge solving and how is that benefiting you?**

Solves collection payments and sending out invoices

  ### 6. Solid and functional

**Rating:** 5.0/5.0 stars

**Reviewed by:** Deborah G. | Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 24, 2023

**What do you like best about 8am CPACharge?**

I like CPA Charge the best of all payment processors -yes, I would recommend them. They provide clear information and reports and pay out quickly. It's easy to use for either single or recurring transactions through their site. I've needed to call Customer Support just once, and they solved the problem quickly.

**What do you dislike about 8am CPACharge?**

While CPA integrateds with QuickBooks Online, it's not always simple to reconcile. I'd like to find a tutorial to address this. I would also like to see CPA Charge offer their recurring payments function through TaxDome.

**What problems is 8am CPACharge solving and how is that benefiting you?**

CPA Charge allows my tax clients to pay me quickly and easily for their services.

  ### 7. Invoicing Made Easy

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 24, 2023

**What do you like best about 8am CPACharge?**

CPACharge is amazing when it comes to invoicing and shceduling recurring payments for our clients. We are able to keep better track of our invoices coming in and invoices going out. It has made setting up payment plans for our clients easy. It has been easy to implement and train our staff. The customer service and the resources avaulable have been extremely helpful.

**What do you dislike about 8am CPACharge?**

I cant say there is anything that I have found thusfar that I dislike about CPACharge.

**What problems is 8am CPACharge solving and how is that benefiting you?**

Making invoicing easy. It has benefitted us in the fact that we are able to create and process invoices and payments faster.

  ### 8. Best Platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** Zach B. | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 24, 2023

**What do you like best about 8am CPACharge?**

How easy it is for clients to pay, and how we can track our companies performance with just few clicks.

**What do you dislike about 8am CPACharge?**

There is nothing i do not like about CPA Charge.

**What problems is 8am CPACharge solving and how is that benefiting you?**

Clients can pay via the link in our email, or the link attached to the statements. People do not have to call or come to the office to get the payments processed.

  ### 9. My experience so far has been fantastic

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ramona H. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 02, 2024

**What do you like best about 8am CPACharge?**

Effortless payment processing, receiving my funds in record breaking time. Really professional, thorough and helpful customer service.

**What do you dislike about 8am CPACharge?**

Well off-course the percentage charge rate could be lower

**What problems is 8am CPACharge solving and how is that benefiting you?**

My customers have a multiple payment method solution and the platform is perfectly integrated to save time and energy.

  ### 10. User and Firm Friendly but has room to grow

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 24, 2023

**What do you like best about 8am CPACharge?**

I like that we can link the payment portal on our website and in emails. I like the scheduled payments, though I do think there is room to grow with the program. Overall this is a fairly user friendly program. I like the recent update of reporting. We use this platform daily.

**What do you dislike about 8am CPACharge?**

I wish CPA Charge would integrate better into CCH and into the AR system better. Scheduled payments would automattically be linked instead of manually updated.

**What problems is 8am CPACharge solving and how is that benefiting you?**

We used Stripe previously and this is a definate upgrade. Our clients like this payment platform better.

  ### 11. The Best Credit Card Processing Solutions for Accountants

**Rating:** 5.0/5.0 stars

**Reviewed by:** John A. | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 24, 2023

**What do you like best about 8am CPACharge?**

Quick & easy implementation -- Its numerous features make it easy to enter all types of transactions, and integrating a "payments" page to your website is a must so the client can pay anytime.

**What do you dislike about 8am CPACharge?**

None. This is my go-to solution for payment processing.

**What problems is 8am CPACharge solving and how is that benefiting you?**

It is a one-top shop for all my payment processing.

  ### 12. Highly recommended

**Rating:** 5.0/5.0 stars

**Reviewed by:** Krystal R. | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 26, 2023

**What do you like best about 8am CPACharge?**

CPACharge is easy to setup and easy to use.  It also has all the features we need to get paid!

**What do you dislike about 8am CPACharge?**

I haven't found anything to dislike.  The product is great.

**What problems is 8am CPACharge solving and how is that benefiting you?**

CPACharge lets us easily email invoices and receive payments.  It also gives us the ability to set recurring charges for clients.

  ### 13. Great Payment Resource for CPA Firms

**Rating:** 4.0/5.0 stars

**Reviewed by:** Ben D. | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 24, 2023

**What do you like best about 8am CPACharge?**

CPACharge makes t easy to send an invoice or payment request directly to a client in real time. It has become a valuable asset to my firm.

**What do you dislike about 8am CPACharge?**

Nothing of note. It would be nice if they offered the option of auto-remind for clients who have not paid.

**What problems is 8am CPACharge solving and how is that benefiting you?**

A/P aging and payment tracking

  ### 14. Accountant

**Rating:** 5.0/5.0 stars

**Reviewed by:** Mary W. | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 26, 2023

**What do you like best about 8am CPACharge?**

CPA Charge is very easy to use. I really like that I'm able to set up automatic scheduled payments.

**What do you dislike about 8am CPACharge?**

I haven't found anything yet that I don't like about it - so far. I've been using it for about a year now.

**What problems is 8am CPACharge solving and how is that benefiting you?**

I don't have any issues right now.

  ### 15. CPA Charge Experience

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 13, 2021

**What do you like best about 8am CPACharge?**

The ease of use.  The Fees seem relatively reasonable. It is super easy to use and send client invoices! We Love CPA charge!

**What do you dislike about 8am CPACharge?**

Other than the fact that it takes a couple days to recieve funding from CPA charge. The software is actually very easy and almost painless to use and transfer into our business accounts! Paypal does usually send funds faster but with CPA charge it can do so much more and it has great customer service!

**What problems is 8am CPACharge solving and how is that benefiting you?**

There have not been any so far.

  ### 16. Great service - Commitment to improvement

**Rating:** 5.0/5.0 stars

**Reviewed by:** Douglas L. | Partner, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 24, 2023

**What do you like best about 8am CPACharge?**

CPA Charge continues to make it easier for the user experience.  The deposits are made timely and efficiently.

**What do you dislike about 8am CPACharge?**

There are some improvements that could be made to the app to make it easier to use.

**What problems is 8am CPACharge solving and how is that benefiting you?**

Ease of use for clients to process payments online.

  ### 17. Low fees, high performance!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Fred N. | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 24, 2023

**What do you like best about 8am CPACharge?**

It's user-friendly and cost-effective. It has almost all the features our accounting firm needs.

**What do you dislike about 8am CPACharge?**

Nothing precisely, but it would be nice if I could choose the cards from the card vault to set scheduled payments.

**What problems is 8am CPACharge solving and how is that benefiting you?**

Processing payments with ease and lower costs.

  ### 18. CPA Charge is Efficient

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 26, 2023

**What do you like best about 8am CPACharge?**

CPA Charge is an efficient way to send out invoices. I like the resend option when the client has taken a while to respond.

**What do you dislike about 8am CPACharge?**

With the new Invoices feature, it is more difficult for me to find past invoices I have sent.

**What problems is 8am CPACharge solving and how is that benefiting you?**

CPA Charge helps us take payments from our online clients. It is easier for the client and for me if they use it vs. calling the office and giving a credit card number over the phone.

  ### 19. Easy way for clients pay in person or online

**Rating:** 5.0/5.0 stars

**Reviewed by:** Karla W. | ADMIN, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 24, 2023

**What do you like best about 8am CPACharge?**

I am cable to charge clients that are in office, on the phone or send a link to pay.

**What do you dislike about 8am CPACharge?**

There is not anything I dont like about it.

**What problems is 8am CPACharge solving and how is that benefiting you?**

convenvenients

  ### 20. Love CPA Charge

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jennifer R. | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 24, 2023

**What do you like best about 8am CPACharge?**

The reporting and the ease of use for our clients

**What do you dislike about 8am CPACharge?**

That you cannot turn off fees with their invoicing feature

**What problems is 8am CPACharge solving and how is that benefiting you?**

timely payment of bills

  ### 21. Operations Coordinator

**Rating:** 4.5/5.0 stars

**Reviewed by:** Andra C. | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 24, 2023

**What do you like best about 8am CPACharge?**

Easy to use when setting up reoccuring monthly charges

**What do you dislike about 8am CPACharge?**

Not always easy to change monthly charge

**What problems is 8am CPACharge solving and how is that benefiting you?**

Getting more clients to pay online

  ### 22. Cheap pricing; poor, inaccurate service

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 24, 2023

**What do you like best about 8am CPACharge?**

Fees charged are low and I'm only billed once per month after the fact, which makes reconciling my bank account easier

**What do you dislike about 8am CPACharge?**

Customer service is lacking.  The solutions provided are inaccurate. I have had to spend hours correcting things, which makes the low fees not worth it.

**What problems is 8am CPACharge solving and how is that benefiting you?**

It solves the problem of automating recurring payments from client, which saves time.

  ### 23. CPA Charge is the BEST!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kandi J. | Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 03, 2023

**What do you like best about 8am CPACharge?**

I really like CPA Charge because it makes my monthly receivables easy to perform and look forward to each month!

**What do you dislike about 8am CPACharge?**

I haven't found a downside :)  The format is exactly what I am looking for.

**What problems is 8am CPACharge solving and how is that benefiting you?**

I was tired of QBO charging me high fees to process payments, and Melio took forever to get to my bank.  CPA Charge solves both.

  ### 24. Great Experience!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Marc M. | CPA, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 26, 2023

**What do you like best about 8am CPACharge?**

CPA Charge makes it easy to set clients up on autobilling. Very straightforward and simple platform to use. It syncs to my client portal app seamlessly. It's also assuring to know it is a secure and compliant payment processing platform.

**What do you dislike about 8am CPACharge?**

The deposit time could be a little quicker.

**What problems is 8am CPACharge solving and how is that benefiting you?**

Payment processing and monthly auto-billing.

  ### 25. Reasons CPA is helpful.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 24, 2023

**What do you like best about 8am CPACharge?**

CPACharge is easy to use and is constantly improving. The customer service is good and quick.

**What do you dislike about 8am CPACharge?**

There are times when you are looking over a charge and it goes away when your mouse is off it.

**What problems is 8am CPACharge solving and how is that benefiting you?**

We use it to take payments online and in the business office.

  ### 26. Makes accepting payments easy

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 24, 2023

**What do you like best about 8am CPACharge?**

I like being able to add a QR code to invoices or to send a link with an invoice.

**What do you dislike about 8am CPACharge?**

The fees can be quite high.  Sometimes the reports don't line  up with bank statements.

**What problems is 8am CPACharge solving and how is that benefiting you?**

It is helping us collect payments in a timely manner.

  ### 27. Great merchant services provider for CPA firms.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 24, 2023

**What do you like best about 8am CPACharge?**

Upsides of CPACharge: 
Reasonable fees
Useful analytics dashboard
Ability to invoice and set up recurring payment directly in CPACharge
Integrates with TaxDome

**What do you dislike about 8am CPACharge?**

Would be nice to be able to customize the date ranges on the dashboard analytics

**What problems is 8am CPACharge solving and how is that benefiting you?**

Payment processing, including recurring payments.

  ### 28. Easy to use and navigate

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 24, 2023

**What do you like best about 8am CPACharge?**

Being able to search for specific transactions, setting up recurring payments for clients

**What do you dislike about 8am CPACharge?**

Nothing, the simplicity makes it easy to navigate and show others how to use quickly and efficiently

**What problems is 8am CPACharge solving and how is that benefiting you?**

It helps us keep on top of applying client payments daily

  ### 29. Easy and Convenient

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 03, 2021

**What do you like best about 8am CPACharge?**

I like the quick bills, and the new invoice feature. Also, like that I can resend invoices.

**What do you dislike about 8am CPACharge?**

I have absolutely no issues with using CPA Charge.

**What problems is 8am CPACharge solving and how is that benefiting you?**

Receving quick payments and reassuring our clients that their payment methods are secure.

  ### 30. Good Invoicing, but not for Billing.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Lisa B. | Owner, Principal, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 17, 2022

**What do you like best about 8am CPACharge?**

The invoicing and ability to give my clients the choice of how to make their payments are great.  I can also attach a PDF invoice to the CPA Charge invoice. The fees are reasonable and competitive, too.

**What do you dislike about 8am CPACharge?**

I am a 100% internet business.  I do video conferences for my meetings.  Once a proposal is signed, I can easily send an invoice w/ CPA Charge. (Which is good.) BUT I do ongoing services as well, and my Clients pay ongoing fees quarterly or monthly.  You CANNOT schedule a billing with the ability of the client to choose the best payment method at the time.  You can get their card number information and "store" it for scheduled charges.  But this doesn't allow flexibility for clients to use a different payment method for each payment. (Besides the fact that I don't want to get their numbers.) Like the invoicing option, you should be able to schedule to send a bill for payment as well, instead of having to ad hoc it.  There is also no way, when you see outstanding transactions, to send a reminder.  There is only a transaction page that gives info on when invoices have been paid.  These things need to be considered by CPA Charge.

**What problems is 8am CPACharge solving and how is that benefiting you?**

Transaction fees for a payment processor is always part of the equation.  CPA Charge is quite reasonable and definitely a bargain compared to the competition.

  ### 31. ELECTRONIC PAYMENTS AND CREDIT CARD CHARGES

**Rating:** 4.0/5.0 stars

**Reviewed by:** MARGARET M. | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 26, 2023

**What do you like best about 8am CPACharge?**

ABILITY TO ACCEPT ELECTRONIC PAYMENTS AND CREDIT CARD CHARGES.

**What do you dislike about 8am CPACharge?**

COMPLICATED CREDIT CARD CHARGES. HAVE TO TYPE IN NAME WITH CLIENT WAITING.

**What problems is 8am CPACharge solving and how is that benefiting you?**

ABLE TO ACCEPT CREDIT CARD PAYMENTS AND ELECTRONIC PAYMENTS.

  ### 32. I like how simple CPACharge is to setup and use.

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 24, 2023

**What do you like best about 8am CPACharge?**

Automated billing for recurring monthly charges.

**What do you dislike about 8am CPACharge?**

I am not fond of the increased fees that are coming out.

**What problems is 8am CPACharge solving and how is that benefiting you?**

Not having to manually process recurring charges.

  ### 33. Faster Transactions

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 24, 2023

**What do you like best about 8am CPACharge?**

Payments are settled quicker then other platforms.

**What do you dislike about 8am CPACharge?**

Error messages are bleak. Would like more difined error messages.

**What problems is 8am CPACharge solving and how is that benefiting you?**

Quick payment processing.

  ### 34. Easy to work with

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tanya K. | Tax Specialist, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 24, 2023

**What do you like best about 8am CPACharge?**

Schedule payments for future. Easy monitoring all transaction

**What do you dislike about 8am CPACharge?**

Choose future payment date in next 30 days

**What problems is 8am CPACharge solving and how is that benefiting you?**

non-payments

  ### 35. Easiest invoicint and payment processing on the planet!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Greg L. | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 21, 2023

**What do you like best about 8am CPACharge?**

I can do quick invoices for my clients just by entering their email address, their invoice amount, a description, an invoice amount, and click submit - and we're done!

**What do you dislike about 8am CPACharge?**

Not a thing! I wish I could just sit at my desk and think the invoice and have them process it, but short of that I'm really good!

**What problems is 8am CPACharge solving and how is that benefiting you?**

Invoicing clients and tracking payment through Quick Bills.

  ### 36. very easy to use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Veronique M. | Practitioner, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 26, 2023

**What do you like best about 8am CPACharge?**

It is a wonderful way to store confidential cc information without exposing the number.  We can set up reoccurring charges for auto payments easily as well as used stored cc to pay annual tax bills

**What do you dislike about 8am CPACharge?**

It currently does not link well with QBO

**What problems is 8am CPACharge solving and how is that benefiting you?**

it provides a way to allow clients to share their payment information without having to give it to our employees

  ### 37. A very effective way of getting paid.  Low fees, no monthly minimum charge.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Paul S. | Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 01, 2023

**What do you like best about 8am CPACharge?**

The obvious upside is that some clients prefer to pay by credit card.  CPA Charge fees are comparatively low.  We have nad no problems - everything works.  They are also security conscious.

**What do you dislike about 8am CPACharge?**

The main downside is that it isn't free or instantaneous.

**What problems is 8am CPACharge solving and how is that benefiting you?**

It provides a way of accommodating clients who want to pay by credit card.

  ### 38. Good service to use for merchant services

**Rating:** 4.5/5.0 stars

**Reviewed by:** David L. | Managing Member, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 26, 2023

**What do you like best about 8am CPACharge?**

Well-designed platform.  The clients find it easy to pay.

**What do you dislike about 8am CPACharge?**

The charges are steep, but otherwise, it is working well for us.

**What problems is 8am CPACharge solving and how is that benefiting you?**

collections of billing

  ### 39. Easy, convenient, and cheap!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Shawn G. | CPA, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 29, 2022

**What do you like best about 8am CPACharge?**

Its easy to understand and the fees are low for the eCheck feature and it works well with taxdome.

**What do you dislike about 8am CPACharge?**

No full invoicing feature and the fees for cards ends up being higher than other processors

**What problems is 8am CPACharge solving and how is that benefiting you?**

Low fee eChecks and easy recurring payments for CPA's

  ### 40. Easy to use

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 07, 2022

**What do you like best about 8am CPACharge?**

Simple setup, easy to use, versatile functionality

**What do you dislike about 8am CPACharge?**

Doesn't fully integrate with other applications, but that may just be that I haven't investigated it fully.

**What problems is 8am CPACharge solving and how is that benefiting you?**

Easy to get paid by clients who want to pay online.  Less expensive than other options I've looked into and used in the past.

  ### 41. Simple and Effective Payment Processor

**Rating:** 4.5/5.0 stars

**Reviewed by:** Dan W. | Director of Operations and Administration, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 13, 2021

**What do you like best about 8am CPACharge?**

CPACharge is a simple and cost-effective payment processor. We primarily use it for clients on monthly retainer, and it's easy to input their bank information and set up a recurring transaction. While there are ways to send it to clients, we only utilize it internally when we have been authorized to debit accounts directly.

**What do you dislike about 8am CPACharge?**

It is less effective for larger payments, as there is a $5000 limit on e-check transactions without prior approval. It would also save a lot of time if clients' information could be saved without creating a recurring transaction; for example, if we charge a client frequently in different amounts, we have to re-enter their bank account information manually each time. If you send a link to a client to input their own information, you cannot remove the option to pay by credit card, which incurs additional fees.

**Recommendations to others considering 8am CPACharge:**

If you are simply looking for a way to process payments internally, this is a simple and cost-effective option.

**What problems is 8am CPACharge solving and how is that benefiting you?**

The greatest pro is how inexpensive it is to process charges, since there is a flat fee but no percentage.

  ### 42. Easy to use and everything you need! A real asset to our firm!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Michael C. | President, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 13, 2021

**What do you like best about 8am CPACharge?**

The ease of use, recurring invoices and the updates for expiring cards keep me in the drivers seat! I enjoy being able to build out my cashflow based on recurring transactions I know will be coming in over the next few days! Updating client payments and timing is a great option as opposed to having to build out a whole new payment workflow. The fees are manageable and more beneficial than any other option we looked at!

**What do you dislike about 8am CPACharge?**

Low integration options for firm management workflow. I would absolutely love to see an integration with Financial Cents! The software is really great as is so there is not a lot to complain about!

**What problems is 8am CPACharge solving and how is that benefiting you?**

Monthly cashflow freedom knowing I don't have to keep charging clients, it is all set on a recurring structure so the clients know what to expect and all branded so they know where the money is going!

  ### 43. Lacks integrations

**Rating:** 1.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 15, 2021

**What do you like best about 8am CPACharge?**

Reasonable price.  Great support.  Able to use the link with the "Pay Now" button in Xero (this is not a unique feature, and is available with pretty much every payment platform).

**What do you dislike about 8am CPACharge?**

No integrations w/ Xero or QBO making the backend A/R reconciliation painful, inefficient, waste of time.  Separate reporting and payment of fees for cards vs. ACH cause much confusion and inefficiency.  Lacks A/P functionality. 
 Outdated backend technology.  There are much better, cheaper, better-integrated payment methods out there.

**Recommendations to others considering 8am CPACharge:**

Check out Plooto

**What problems is 8am CPACharge solving and how is that benefiting you?**

I keep our CPACharge account to take the occasional card payment (once every 2 or 3 months). Usually, I require all clients to pay via ACH and use a platform that integrates with Xero (for A/R and A/P) and costs much less.  I'm saving money now that I'm using CPA Charge less.

**Official Response from Sarah Schneider:**

> Thank you for providing feedback on your experience with CPACharge, particularly around the integrations. We are always looking to improve our the CPACharge experience to work with the 3rd-party tools that accountants need to run their business. Please contact our Support team (support@cpacharge.com) if we can be of further assistance.

  ### 44. CPA CHARGE Made life blissful for the last 2 years

**Rating:** 5.0/5.0 stars

**Reviewed by:** Todd G. | O, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 03, 2021

**What do you like best about 8am CPACharge?**

The ability to be able to take credit/debit cards or e-checks over the phone in the COVID world was great.  We have transitioned from taking payment at the end of the process to taking all payments before we prepare the tax return.  We have also transitioned most of the accounting and payroll clients to auto payments on a certain day of the month.  So no more chasing clients for payment

**What do you dislike about 8am CPACharge?**

The price for an echeck at $2 processing is a little high.

**Recommendations to others considering 8am CPACharge:**

Review the fees.  Also roll out completely as your payment option, make sure you place it on your invoices, customers will pay online.

**What problems is 8am CPACharge solving and how is that benefiting you?**

Getting prepayments easily.

  ### 45. Professional & Easy

**Rating:** 4.0/5.0 stars

**Reviewed by:** Stephanie W. | Office Administrator, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 20, 2021

**What do you like best about 8am CPACharge?**

The receipts that are printed for clients are very professional.  I also like to be able to send clients a payment link.

**What do you dislike about 8am CPACharge?**

It is time-consuming to enter the client's information including name, address, city, state, zip.  It would be nice to exclude the address and/or just enter the zip.

**Recommendations to others considering 8am CPACharge:**

We made the switch from using Square, if you're looking to do the same then take a good look at CPA Charge, it will likely meet your needs!

**What problems is 8am CPACharge solving and how is that benefiting you?**

Sending the payment link has eliminated excess mailings/postage.

  ### 46. Love it!!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Atiya S. B. | Director Of Accounting and Tax Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 15, 2021

**What do you like best about 8am CPACharge?**

The ease of CPACharge has made it so easy to collect payments and deposits from clients!

**What do you dislike about 8am CPACharge?**

I have not found anything that I do not like about CPACharge

**Recommendations to others considering 8am CPACharge:**

I recommend CPACharge to others!

**What problems is 8am CPACharge solving and how is that benefiting you?**

I am able to instantly charge my clients as I am closing them on the sales call. They get a receipt right away and we can start working on their engagement. I was always waiting for the client to make the next move, but now I take care of moving them through my process.

  ### 47. Very Easy To Use and Great Support

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 26, 2021

**What do you like best about 8am CPACharge?**

The customer support was awesome.  The customer rep was able to tailor the charges to our business model.  Their software perfectly integrated our practice management software as well.  The fees are competitive with other big processors.

**What do you dislike about 8am CPACharge?**

There are no reminder features for outstanding balances.  Setup cannot be done on your own and requires customer support.  There are no re-entry features for the customer to re-enter bank or credit card accounts which sometimes lead to failed charges.  Failed charge fees are significant.  If you can send credit card scanners rather than a plastic block as a welcome package, that would be great too.

**What problems is 8am CPACharge solving and how is that benefiting you?**

Currently, we inquired about the re-entry feature.  If that issue is fixed, that would be great.

  ### 48. Best credit card servicing I have seen and used in the last 10 years

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 20, 2021

**What do you like best about 8am CPACharge?**

The ability for our clients to pay their bills online anytime! There is also an ease on the backend to easily keep our records straight.

**What do you dislike about 8am CPACharge?**

I wish the mobile terminal was easier to use and required less typing. Since there is so much typing, it isn't easy on a mobile device. We have found it easier just to process the payments at a computer.

**Recommendations to others considering 8am CPACharge:**

You won't regret using CPA charge as your merchant!

**What problems is 8am CPACharge solving and how is that benefiting you?**

Giving customers the ability to pay anytime, anywhere has made payment collecting much easier than with other merchants. The ability to set up reoccurring payments has also been helpful for our monthly clients.

  ### 49. Exceeded Expectations!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Mark W. | Managing Partner, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 03, 2021

**What do you like best about 8am CPACharge?**

The entire platform is very user-friendly and easy to use both on the firm side and that of our clients.  Additionally, the fees are transparent, extremelly competitive, and customer service has been incredible.

**What do you dislike about 8am CPACharge?**

I'm not too fond of the need to use two separate landing pages for EFT and credit card to charge the 3% processing fee to credit card users.

**What problems is 8am CPACharge solving and how is that benefiting you?**

Clients have increasingly asked to pay by credit card and now they have the opportunity.  Again, our collections times have improved considerably.

  ### 50. Easy to use for CPAs and reliable source of revenue

**Rating:** 4.0/5.0 stars

**Reviewed by:** Mark R. | Controller, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 08, 2021

**What do you like best about 8am CPACharge?**

The system is fairly straightforward for both end-users and for administrators to set up. You can integrate other accounting systems with the payment system so that invoices include the CPACharge link to make it easy for a user to pay and for you to collect. The platform is relatively simple but works well, and customer service is always available to answer questions. The solution is lower-cost than many providers.

**What do you dislike about 8am CPACharge?**

Payments can sometimes take up to 5 days to be deposited into your account after being made.

**What problems is 8am CPACharge solving and how is that benefiting you?**

Getting paid by clients using a cloud system is convenient. We are able to receive income from clients across the country fairly quickly and efficiently.


## 8am CPACharge Discussions
  - [What is CPACharge used for?](https://www.g2.com/discussions/what-is-cpacharge-used-for) - 1 comment

- [View 8am CPACharge pricing details and edition comparison](https://www.g2.com/products/8am-cpacharge/reviews?page=2&section=pricing&secure%5Bexpires_at%5D=2026-07-20+09%3A09%3A33+-0500&secure%5Bsession_id%5D=a5c3d859-983c-4837-84ed-7610482d38c8&secure%5Btoken%5D=29b418622220ea43fd0412b012735e4204370efa7f9681c0ebd594f8e27c4462&format=llm_user)
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## 8am CPACharge Features
**Payment Processing**
- Encryption
- Credit Card Processing
- Mobile Payments
- Digital Wallet Integration

**Communication**
- Client Portals
- Automation
- Consolidation

**Administration**
- Reporting & Analytics
- E-commerce Integration
- Processing Fees
- POS Integration
- Omnichannel
- Levels 1 & 2
- Level 3

**Collaboration**
- Collaboration
- Tasks
- Version Control

**Payment Options**
- Multi-Currency
- Online payment portal

**Billing**
- Time
- Reporting
- Invoices

**Security**
- POS Verification

**Onboarding**
- Templates
- Checklists
- New Client

**Platform**
- Accounting integration
- E-commerce Integration

**Visibility**
- Job Status
- Metrics
- File Organization
- Audit Trail
- Notifications
- Integrations

**Agentic AI  - Accounting Practice Management**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration

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