Accountant Payment Processing

AgentZap + CPACharge

Get paid faster. AI handles client calls, books appointments, and collects payments through CPACharge - all in one seamless conversation.

AgentZap
Sync
CPACharge
150K+
Firms Use CPACharge
24/7
Payment Collection
PCI
Compliant Security
40%
Faster Payments

Streamline Payment Collection

AI-powered payment processing for accounting professionals

Payment Links

AI sends secure CPACharge payment links via SMS during or after calls.

PCI Compliant

Enterprise-grade security for all payment transactions.

Deposit Collection

Collect retainers and deposits when booking new client appointments.

Invoice Reminders

AI handles payment reminder calls for outstanding invoices.

Appointment Booking

Book consultations and collect payment in the same call.

24/7 Client Service

Professional answering for accounting firms around the clock.

How It Works

Seamless payment collection in every call

1

Client Calls

New or existing client calls your firm.

2

AI Assists

AgentZap handles inquiry or schedules service.

3

Payment Link

Secure CPACharge link sent via SMS.

4

Get Paid

Payment processed and confirmed.

Popular Use Cases

See how accounting firms use AgentZap + CPACharge

CPA Firms

Collect tax prep fees and consultation deposits.

Bookkeeping Services

Monthly retainer collection on autopilot.

Tax Preparers

Seasonal payment processing at scale.

Financial Advisors

Consultation fees and planning deposits.

Ready to Streamline Client Payments?

AI-powered payment collection with CPACharge integration