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TaxDome + CPACharge software integration

Connect TaxDome’s practice management software to CPACharge’s powerful payment solution.

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TaxDome + CPACharge software integration
Stephanie Papini,

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,

CPA

Get paid seamlessly

Secure and mobile-friendly way to get paid faster

Increase your cash flow with the mobile, remote access capabilities by TaxDome and CPACharge. You get an end-to-end management control of your invoicing process integrated with your practice management workflow.

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.

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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.

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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.

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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.

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Secure payments
Client files
Streamline your customer experience
Receivable turnover

An integrated solution to meet the needs of tax professionals

Modern cloud technology

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.

Modern cloud technology
Comprehensive reporting

Comprehensive reporting

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

Comprehensive reporting
Get expert support

Get expert support

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

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Top-notch client service

Implementation & team training included

Personalized support and assistance to ensure your firm’s success. Learning a new software can be intimidating, which is why our team will create a customized plan based on your firm size, services, and goals with full access to:

  • The knowledge base
  • TaxDome Academy
  • Webinars
  • TaxDome community
  • Screen-sharing
  • Premium support
  • Free advanced team training
Implementation & team training included

Your concerns, answered

Frequently asked questions

Can I create invoices within TaxDome and accept payments?

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.

Frequently asked questions

 

 

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