Portfolio Genius Integrations

Finally, there’s a professional, affordable payment solution made specifically for the accounting industry, with all the reporting tools you need for fast, easy reconciliation. Assure clients that you’re partnered with a PCI level 1 compliant, industry-leading solution, keeping their data secure. Plus, we help your firm maintain compliance too. Your clients expect a lot from you. Rely on an intuitive solution to deliver personalized, client-centric service. Streamline processes and automate time-consuming tasks so you can focus on what matters most: being great for your clients and building a successful firm. CPACharge has the features and functionality that matter most to accounting professionals like you. From multiple easy ways to get paid to reporting and reconciliation features, and top-notch data security, we’ve got you covered. With invoicing, you can easily create itemized invoices using a user-friendly time entry system without any additional software programs.