Seamlessly accept payments online by connecting your TaxDome account to Stripe and CPACharge.
With TaxDome I got rid of DocuSign, PayPal, and Wave Accounting, my old practice management app. TaxDome isn’t just a CRM — it’s a portal, it’s signatures, it’s billing — everything is all in one place.
CPACharge and Stripe payment integrations offer you a more convenient way to charge clients virtually via credit card or ACH payments. All transactions are handled within your firm’s client portal on TaxDome: clients easily settle invoices and receive automated reminders if they forget to do so.Explore Client Portal
Set preferred payment methods for your clients: credit card, ACH or both.
Get paid in your white-labeled TaxDome portal and payment details will sync directly to QuickBooks Online.
By linking your TaxDome account with CPACharge and Stripe, you can increase your cash flow — just enable the option to lock documents to invoices. Your clients will be able to download or print documents only when payment is settled.
Personalized support and screen-sharing onboarding sessions at no extra cost for all clients and trial users.
Available in the Pro plan.