Application Review
A ChargeAct manager reviews your application and firm details.
Discovery Call
We reach out to discuss your firm, current setup, and potential savings.
Custom Quote
You receive a transparent rate proposal tailored to your firm.
Start Processing
Once approved, you're set up and ready to accept payments.
Our team is happy to answer any questions about payment processing for CPA firms before you submit your application.
Call +1 (323) 784-0656