TaxDome + CPACharge Software Integration

Connect TaxDome’s practice management suite of tools to CPACharge’s powerful payment solution.

One of the things that I liked in TaxDome is that it was all there. I didn’t have to get 8 different things and integrate them. While others talk about integrations, I want it simple and all in one place. I’d like to get really good at one thing, which is accounting, and have TaxDome for everything else.

Stephanie Papini,

Owner of Stephanie Papini CPA

Secure digital payment processing

CPACharge’s and TaxDome’s advanced security standards ensure your firm’s data and clients’ sensitive information will always be safe and protected.

TaxDome integrates with CPACharge which payment option can offer additional security like fraud protection

Increase your cash flow

The seamless flow of data between TaxDome and CPACharge allows your firm to grow its bottom line — accept online credit card, debit card and eCheck (ACH) payments to get paid faster and stop chasing clients.

Explore Invoices & Payments

CPACharge is one of secure payment systems that helps to get paid faster

Streamline your customer experience

Enable your clients to pay for your services with a few clicks. Your clients will benefit from the convenience of accessing their data online and paying invoices 24/7 in one solution — your white-labeled TaxDome client portal.

Explore Client Portal

TaxDome creates possibility for secure online payment through the client portal

Improve your accounts receivable turnover

Ensure you get paid by locking documents to invoices. This optional feature allows you to never worry about getting paid — the documents will unlock automatically when the linked invoice is paid.

Stripe secure payment and CPACharge enable you to stop chasing your clients and get paid faster

Modern cloud technology

Build productive financial relationships with your clients in a shared digital environment with remote access capabilities — utilize payment options your clients expect and prefer.

With cloud technology, TaxDome and CPACharge ensure payment card data security standards

Comprehensive reporting

Get valuable insights into your firm’s billing processes with flexible reporting tools by TaxDome and the detailed reporting system by CPACharge.

After you implement secure payment methods in TaxDome, the reporting system helps you stay informed about the key billing processes

Get expert support

TaxDome and CPACharge provide 5-star customer support via email, phone and chat.

TaxDome and CPACharge provides you with a secure payment method and dedicated customer support

White-glove Support &
Training Sessions Included

Personalized support and screen-sharing onboarding sessions at no extra cost for all clients and trial users.

Knowledge base
Webinars
Community

Screen-sharing
Premium support*
Free advanced team training*

Available in the Pro plan.

TaxDome is the best project management system with free support and training sessions

Frequently Asked Questions

Can I accept payments on TaxDome?

Definitely. You can create invoices inside TaxDome and accept payments as well. By integrating CPACharge, you can accept payments via credit cards or ACH. TaxDome also integrates with QuickBooks Online. When you create an invoice, it will automatically flow to QuickBooks Online and as soon as it is paid, the invoice will be automatically updated. In addition, your clients will be able to pay through their portal.
Are there additional fees to invoice and receive payments to clients?

No, TaxDome does not charge any fees. You have unlimited contacts, clients, signatures, storage, and bills. Please see our help article for details on vendor processing fees.
Can I process credit cards manually over the phone or in the office?

Yes, you can manually enter credit card details for a transaction.
Can clients make prepayments?

Yes, clients can make prepayments any time via a button on their client portal.

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