CPACharge
CPACharge Reviews
& Product DetailsWhat is CPACharge?
CPACharge offers a tailored online payment solution designed for the Accounting Industry. With a focus on professional, affordable payments, it provides tools for easy reconciliation, it boasts competitive pricing, transparent fees, and more than a decade of payment experience. It’s an approved member benefit of numerous state CPA societies.
One notable feature is automated transaction uploading to QuickBooks Online, streamlining deposit reconciliation. CPACharge ensures security with PCI Level 1 compliance and offers expert support.
The platform caters to accounting needs with features like multiple payment methods, comprehensive reporting, and data security. An innovative feature, ClientCredit, lets clients pay in small increments over time while you receive the full invoiced amount upfront.
With customizable payment pages and scheduled payments, it enables credit, debit, and eCheck transactions through various channels. Detailed payment reports and a custom dashboard aid reconciliation. CPACharge prioritizes data security, providing guidance for PCI compliance.
In summary, CPACharge streamlines payments, reporting, and security for accounting professionals, making it a valuable tool in the industry.
Best For
- StartUps
- Freelancers
- Small Business
- Medium Business
- Large Enterprise
- Non-profit Organization
- Personal
- Cloud, SaaS, Web-Based
- Mobile - Android
- Mobile - iPhone
- Mobile - iPad
- Desktop - Mac
- Desktop - Windows
- Desktop - Linux
- Desktop - Chromebook
- On-Premise - Windows
- On-Premise - Linux
-
Company Name
AffiniPay
-
Located In
2005
-
Website
affinipay.com
Starting from:
Custom
Pricing Model: Subscription
- Free Trial
- Free Version
Pricing Details:
This tool doesn't have a public shown pricing plan, for more info, get in touch with their sales team.
- Account Reconciliation
- Accounts Payable
- Workflow Management
- Scheduling
- Smart and Automated Systems
- Self Service Portal
- Activity Dashboard
Additional Features
- Reconciliation Tools
- State CPA Benefit
- QuickBooks Integration
- PCI Compliance
- Expert Support
- Multiple Methods
- Comprehensive Reporting
- Data Security
- Custom Payment Pages
- Scheduled Payments
- ClientCredit Feature
- Quick Bill
- Custom Dashboard
-
Specialized for CPAs
CPACharge is designed specifically for the accounting industry, ensuring that its features are tailored to meet the unique needs of CPA firms.
-
Integration with QuickBooks
Users appreciate the automated transaction uploading to QuickBooks Online, which simplifies the reconciliation of deposits, a crucial feature for financial professionals.
-
Flexible Payment Options
The platform supports various payment methods, including credit, debit, and eCheck transactions, which can be handled through multiple channels such as online, mobile apps, and customized payment pages.
-
Data Security and Compliance
CPACharge ensures high levels of security with PCI Level 1 compliance and provides tools and guidance for maintaining these standards.
-
ClientCredit Feature
This innovative feature allows clients to pay in installments while the CPA receives the full invoiced amount upfront, which can improve cash flow for the firm.
-
Pricing Transparency
Some users might find the pricing structure a bit unclear since detailed rates and potential additional costs are not always upfront. Users are advised to contact sales for detailed pricing information.
-
Learning Curve
New users may need some time to fully integrate and utilize all the features effectively due to the comprehensive nature of the software.
-
Mobile Experience
While there is mobile app support, improvements could be made to enhance user experience and feature accessibility on mobile devices.
-
Customer Support
Although the support is generally praised, the responsiveness and availability of customer service can be inconsistent, with some users noting delays in assistance.
-
Customization Limits
Users have mentioned that while many aspects of the software are customizable, there could be more flexibility in customizing reports and payment pages to better fit specific firm requirements.
Disclaimer
Here at Tekpon's Global Buzz, we blend AI smarts with a human touch to offer a snapshot of user reviews from the web. While we carefully craft these summaries, please remember they reflect diverse user views and experiences, not Tekpon’s own opinions.
-
QuickBooks Online
Accounting Software
Tell us your opinion about CPACharge and help others.
