How to Use CPACharge with Receptionists

Crystal Field Updated by Crystal Field

CPACharge is one of several payment providers available to CPAs, but there are some noteworthy benefits to choosing them:

  • No hardware requirements
  • Fraud protection and data encryption
  • In-house expert support
  • No start-up or cancellation fees
  • Affordable pricing
  • Digital signature collection and management
  • Robust payment reports and analytics
  • Easily customizable payment pages to embed on your website
  • Custom client invoices and payment links

As a fellow service provider to CPAs, it's even easier for us to collect payments for you.

Our receptionists can process payments from inbound callers, and also make outbound calls to collect payments by phone. After every call, you'll receive detailed notes via email or text message that summarizes whether a transaction was successfully processed.

If you're an existing CPACharge user, it's easy.
  1. Find the link to your payment page by following these instructions on the CPACharge support center.
  2. Email the link to your payment page, and directions for when you'd like the receptionists to accept payments to

We can accept payments on an ongoing or one-time basis (if you have a list of clients with overdue bills whom you'd like us to reach out to, for example).

Please note: Payment collection is an optional add-on service and will incur an extra fee. View current pricing for this and all other add-on services.

Questions? Contact us!

If you're already a client and need help, please email us at or call us at (650) 727-6484 for assistance.

If you're not yet a client, please schedule a free consultation to get started with our virtual receptionist services or email us at We'll help you select the best plan to match your business’s growth goals and budget.

How did we do?

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