Now Integrates with CPACharge


At, we're relentless when it comes to adding new integrations and software partners, and online payment providers are no exception. Our receptionists frequently collect payments on behalf of our clients, using their preferred payment system. These can be for:

  • Consultations
  • Client appointments
  • Project completions
  • Recurring payments and retainers
  • Overdue bills
  • ... and much more

Now, we're excited to share that our receptionists can accept credit, debit, and ACH payments from your financial planning firm's clients over the phone through CPACharge, a leading payment solution for CPAs known for its ease of use, security, and reasonable cost.

Why Use CPACharge?

CPACharge is one of several payment providers available to CPAs, but their 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, our partnering with CPACharge means it's even easier for you to collect more of your earnings.

Both and CPACharge are driven by a desire to help CPAs run more profitable and professional businesses. achieves this by handling calls that would otherwise interrupt productivity (or be missed and go to voicemail), whereas CPACharge enables CPAs to accept credit, debit, and ACH payments easily and securely. CPAs leveraging both and CPACharge have everything they need to reliably capture and process payments. 

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.

Learn more about's partnership with CPACharge.

How to Use CPACharge with Receptionists

If you're an existing CPACharge user, just email the link to your payment page to, along with your directions for accepting payments.

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.

Need Help? Contact Us.

Need more guidance on the best way to get set up? Contact us and we'll help you get your and CPACharge accounts integrated. We're available Monday through Friday, 5am – 6pm PT, via phone at (650) 727-6484 or via email at

Payment Collection
Virtual Receptionists
Outreach Campaigns
Written by Maddy Martin

Maddy Martin is's SVP of Growth. Over the last 15 years, Maddy has built her expertise and reputation in small-business communications, lead conversion, email marketing, partnerships, and SEO.

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