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May 2024

CPA Charge Integration: Collect Client Payments Seamlessly in Qount

Accept one-time or recurring payments via CPACharge. Qount applies payments, updates invoices, and syncs with QBO or Xero.

CPA charge

 

What it does for your firm

Collecting payments from clients is seamless with Qount’s integration with CPACharge, the trusted payment solution for accounting professionals.

 

Why it matters:

Qount + CPACharge delivers a complete billing and payments solution — from invoice creation to secure payment processing to accurate accounting entries. Here’s how your firm benefits from using this integration:

  • Professional & Modern Experience – Provide clients with a seamless, branded online payment experience.
  • Improved Cash Flow – Collect payments faster with minimal manual follow-up.
  • Reduced Admin Work – Automated posting and reconciliation reduce  errors and eliminate double entry.
  • Trusted Security – Powered by CPACharge, offering accountant-focused, PCI-compliant protection.

How it works

  • Invoice & Schedule in Qount – Firms create invoices, set up recurring fees, or build payment schedules directly in Qount.
  • Client-Friendly Payments – Clients view invoices in the Qount client portal or via secure email links, then pay online using CPACharge.
  • Secure Processing – All payments are processed through your firm’s CPACharge account, ensuring PCI-compliant security and industry trust.
  • Automatic Updates – Once a payment is made, Qount instantly updates the invoice status, applies the payment to the right client, and pushes records into your accounting system (QBO or Xero).
  • Recurring + One-Time Payments – Support both recurring billing for ongoing services and one-time invoices for project-based work.

 

Making client payments effortless since: 05/25/2024

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