Fresh Proposals + CPACharge Integration
CPAs, Streamline Your Proposal to Payment Workflow
Simplify payment processes and enhance client engagements. Start accepting cards, as well as eCheck (ACH) Payments, be it one time or recurring
Key Benefits for Fresh Proposals Users
Streamlined Payment
Let clients make payments easily and securely directly through the Fresh Proposals document, and eliminate the need for separate payment links.
Set Up Recurring Payment
Accept one-time payments and also set up recurring payments, such as monthly bookkeeping or yearly tax preparation service for clients.
Improved Cash Flow
Improve financial health by collecting payments at the start of the engagement as well as ongoing basis. Reduce account receivables.
DEAL WORKFLOW
Payment Processing Software Integration
CPACharge Integration
Fresh Proposals integration with CPACharge platform enables accounting firms in the US and Canada to their streamline payment processes.
- Fresh Proposals users can now enjoy an integrated, efficient, and secure payment process, facilitating smooth onboarding and payment flow within a single platform.
- Those who often engage in repetitive billing cycles can schedule recurring payments such as monthly bookkeeping or yearly tax preparation services without the need to issue a traditional invoice every time.
- Users of Fresh Proposals will be able to accept various online payments, including credit cards, debit cards, and eChecks (ACH) as well.
- CPAs struggling with high account receivables can improve their financial health by requesting clients to initiate payments at the outset, even before formally starting the engagement.
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Make Fresh Proposals an integral part of your fully connected tech-systems so you can focus on growing your business
Does your team uses business technology stack daily to be more productive and efficient? Fresh Proposals can save productive hours, close deals faster and seamlessly integrate with other system to share client and deals data.
