THE REAL COST
Most firms are still processing client payments the old way.
Here's how that's costing you — and your clients.
Traditional Processors / Manual Checks
Slow, expensive, outdated
ChargeAct
Built for professional service firms
When clients owe you for tax prep, advisory work, or monthly bookkeeping — don't risk slow payments. Give them flexible options to pay on time, every time.
See How Much Your Firm Could SaveTHE FEE MATH
The fee math adds up fast on every client invoice.
Here's an example of what a difference in processing could mean for your firm with ChargeAct pricing.
Rates are subject to merchant history and prices vary between businesses. Actual savings vary. For illustrative purposes only.
INVOICING
Send an invoice. Get paid the same day.
Create and send professional invoices digitally from anywhere. Clients pay instantly by card, ACH, or bank transfer — no chasing checks or waiting for mail.
Create
Build a branded invoice in seconds from your dashboard or mobile.
Send
Email or text a payment link directly to your client.
Collect
Client pays instantly. Funds hit your account next business day.
THE CHARGEACT ADVANTAGE
Streamline your firm, save money, and get paid faster.
Five ways ChargeAct helps CPA firms run leaner operations, reduce costs, and give clients the payment flexibility they expect.
More Ways to Get Paid
Accept cards, ACH, digital wallets, and bank transfers — giving clients the flexibility to pay however they prefer. More payment options means fewer outstanding invoices and faster collections.
Streamlined Invoicing & Billing
Create and send professional invoices from anywhere in seconds. Clients approve and pay in one seamless flow — eliminating back-and-forth, cutting admin time, and getting money in your account faster.
Save Time Every Month
Automated reminders, recurring billing for retainer clients, and one-click payments eliminate the manual tasks that eat into your day. Spend less time chasing payments and more time on billable work.
Lower Processing Costs
Competitive interchange-plus rates designed for professional service firms mean you keep more of every dollar you earn. No hidden fees, no tiered pricing games.
QuickBooks & Accounting Integration
All payment data syncs seamlessly with QuickBooks, Xero, and other accounting platforms — keeping your books accurate without manual reconciliation.
PAYMENT METHODS
Every card. Every payment type.
Accept anything your clients want to pay with — in person, online, or on the go.
Credit & Debit Cards
All major credit & debit cards accepted
Apple Pay
Tap-to-pay on iPhone & Mac
Google Pay
Android & contactless payments
ACH / Bank Transfer
Direct bank-to-bank payments
Invoicing
Send & collect digital invoices
Recurring Billing
Automated retainer & subscription billing