AgentZap + CPACharge
A client calls about their tax return, and your team is busy. AgentZap answers, books the consultation, and sends a CPACharge payment link before the call ends.
simplify 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
Payment collection built into every call
Client Calls
New or existing client calls your firm.
AI Assists
AgentZap handles inquiry or schedules service.
Payment Link
Secure CPACharge link sent via SMS.
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 simplify Client Payments?
AI-powered payment collection with CPACharge integration