TaxDome and CPACharge software Integration

CPACharge is a payment solution designed for professionals, enabling secure credit card and ACH transactions. Integrating CPACharge with TaxDome allows firms to accept payments directly through the TaxDome platform, streamlining billing and payment processes.

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.

Absolutely. You can connect both payment processors to TaxDome. Choose one as the default provider, but have the flexibility to switch between them as needed.

No, TaxDome does not charge any fees. You have unlimited contacts, clients, signatures, storage, and bills. 

However, for all new CPACharge accounts created via TaxDome, the $10/month fee is waived.

Yes. Both TaxDome and CPACharge prioritize security. CPACharge is PCI Level 1 compliant, and TaxDome employs industry-standard security measures, including SOC 2 Type II certification.

Yes, you can manually enter credit card details for a transaction.

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