Help Save America’s Small Businesses—VOTE! Learn more

Now that your CPA firm’s “busy” season is over (hopefully) and you’ve served your clients’ best interests, it’s time to start thinking about how you can best serve your CPA firm.

As a CPA firm, your clients trust you to have all the numbers added up, so it’s your responsibility to make sure you’re providing them with the exact key financial services they need and nothing they don’t. Similarly, your CPA firm should work with a credit card processing company that does the same.

No matter how your clients want to process payments – in-person, through mail, phone, invoice, or online – we’ll have a solution to suit yours and their needs.

Here are four solutions that will best serve your CPA firm’s credit card processing needs:

Virtual Terminals For CPA Firms

Virtual terminals will allow your clients to process credit card transactions on any internet capable device. A variety of functions can be utilized by a virtual terminal, from recurring payments, collecting and storing customer data, added security, and fraud prevention. For more information, click here.

Data Security For CPA Firms

Data breaches can bring your entire operation to a halt in an instant. That’s why it’s so important to choose a processor that makes sure all your transactions are secure and defended from hackers. Though PCI compliance isn’t totally necessary, if security is important to you, we can help your business become PCI compliant. For more information on PCI compliance, click here.

Customized Payment Forms For CPA Firms

We can offer a custom payment form which will allow you to accept credit card payments from your clients. Your members can enter in their payment information such as account numbers, routing numbers, or whatever else they may need in order to pay bills, invoices, or other recurring payments. For more information, click here.

Quickbooks Integration For CPA Firms

We know Quickbooks is the lifeblood of an accounting firm, that’s why we can help your business and equipment seamlessly integrate with the platform.


Whether you’re new to processing or looking to switch to a valued payment processing partner, sign up with us today! We’d be honored to earn your business.

[gravityform id="37" title="false" description="false" ajax="true"]
<div class='gf_browser_unknown gform_wrapper' id='gform_wrapper_37' ><div id='gf_37' class='gform_anchor' tabindex='-1'></div><form method='post' enctype='multipart/form-data' target='gform_ajax_frame_37' id='gform_37' action='/blog/cpa-firm-need-4-things/#gf_37'> <div class='gform_body'><ul id='gform_fields_37' class='gform_fields top_label form_sublabel_below description_below'><li id='field_37_1' class='gfield gf_left_half gfield_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible' ><label class='gfield_label' for='input_37_1' >First Name<span class='gfield_required'>*</span></label><div class='ginput_container ginput_container_text'><input name='input_1' id='input_37_1' type='text' value='' class='medium' placeholder='First Name*' aria-required="true" aria-invalid="false" /></div></li><li id='field_37_2' class='gfield gf_right_half gfield_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible' ><label class='gfield_label' for='input_37_2' >Last Name<span class='gfield_required'>*</span></label><div class='ginput_container ginput_container_text'><input name='input_2' id='input_37_2' type='text' value='' class='medium' placeholder='Last Name*' aria-required="true" aria-invalid="false" /></div></li><li id='field_37_3' class='gfield gfield_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible' ><label class='gfield_label' for='input_37_3' >Email<span class='gfield_required'>*</span></label><div class='ginput_container ginput_container_email'> <input name='input_3' id='input_37_3' type='email' value='' class='medium' placeholder='Email*' aria-required="true" aria-invalid="false" /> </div></li><li id='field_37_9' class='gfield field_sublabel_below field_description_below hidden_label gfield_visibility_visible' ><label class='gfield_label' for='input_37_9' >Phone</label><div class='ginput_container ginput_container_phone'><input name='input_9' id='input_37_9' type='tel' value='' class='medium' placeholder='Phone Number' aria-invalid="false" /></div></li><li id='field_37_4' class='gfield gfield_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible' ><label class='gfield_label' for='input_37_4' >Business Name<span class='gfield_required'>*</span></label><div class='ginput_container ginput_container_text'><input name='input_4' id='input_37_4' type='text' value='' class='medium' placeholder='Business Name*' aria-required="true" aria-invalid="false" /></div></li><li id='field_37_7' class='gfield gform_hidden field_sublabel_below field_description_below gfield_visibility_visible' ><input name='input_7' id='input_37_7' type='hidden' class='gform_hidden' aria-invalid="false" value='Gravity Website' /></li><li id='field_37_8' class='gfield gform_hidden field_sublabel_below field_description_below gfield_visibility_visible' ><input name='input_8' id='input_37_8' type='hidden' class='gform_hidden' aria-invalid="false" value='' /></li><li id='field_37_13' class='gfield gform_hidden field_sublabel_below field_description_below gfield_visibility_visible' ><input name='input_13' id='input_37_13' type='hidden' class='gform_hidden' aria-invalid="false" value='' /></li><li id='field_37_12' class='gfield gform_hidden field_sublabel_below field_description_below gfield_visibility_visible' ><input name='input_12' id='input_37_12' type='hidden' class='gform_hidden' aria-invalid="false" value='' /></li><li id='field_37_11' class='gfield gform_hidden field_sublabel_below field_description_below gfield_visibility_visible' ><input name='input_11' id='input_37_11' type='hidden' class='gform_hidden' aria-invalid="false" value='' /></li><li id='field_37_10' class='gfield gform_hidden field_sublabel_below field_description_below gfield_visibility_visible' ><input name='input_10' id='input_37_10' type='hidden' class='gform_hidden' aria-invalid="false" value='' /></li><li id='field_37_14' class='gfield mixpanel-id field_sublabel_below field_description_below gfield_visibility_hidden' ><label class='gfield_label' for='input_37_14' >Mixpanel ID</label><div class='ginput_container ginput_container_text'><input name='input_14' id='input_37_14' type='text' value='' class='medium' aria-invalid="false" /></div></li><li id='field_37_15' class='gfield gf-post-slug field_sublabel_below field_description_below gfield_visibility_hidden' ><label class='gfield_label' for='input_37_15' >Post Slug (js)</label><div class='ginput_container ginput_container_text'><input name='input_15' id='input_37_15' type='text' value='' class='medium' aria-invalid="false" /></div></li> </ul></div> <div class='gform_footer top_label'> <input type='submit' id='gform_submit_button_37' class='gform_button button' value='Submit' onclick='if(window["gf_submitting_37"]){return false;} if( !jQuery("#gform_37")[0].checkValidity || jQuery("#gform_37")[0].checkValidity()){window["gf_submitting_37"]=true;} ' onkeypress='if( event.keyCode == 13 ){ if(window["gf_submitting_37"]){return false;} if( !jQuery("#gform_37")[0].checkValidity || jQuery("#gform_37")[0].checkValidity()){window["gf_submitting_37"]=true;} jQuery("#gform_37").trigger("submit",[true]); }' /> <input type='hidden' name='gform_ajax' value='form_id=37&amp;title=&amp;description=&amp;tabindex=0' /> <input type='hidden' class='gform_hidden' name='is_submit_37' value='1' /> <input type='hidden' class='gform_hidden' name='gform_submit' value='37' /> <input type='hidden' class='gform_hidden' name='gform_unique_id' value='' /> <input type='hidden' class='gform_hidden' name='state_37' value='WyJbXSIsIjFkZWJiYTQzOTc0NWE5NmY1ODc3NTgwMWVlMTJhNGM1Il0=' /> <input type='hidden' class='gform_hidden' name='gform_target_page_number_37' id='gform_target_page_number_37' value='0' /> <input type='hidden' class='gform_hidden' name='gform_source_page_number_37' id='gform_source_page_number_37' value='1' /> <input type='hidden' name='gform_field_values' value='' /> </div> </form> </div> <iframe style='display:none;width:0px;height:0px;' src='about:blank' name='gform_ajax_frame_37' id='gform_ajax_frame_37' title='This iframe contains the logic required to handle Ajax powered Gravity Forms.'></iframe> <script type='text/javascript'>jQuery(document).ready(function($){gformInitSpinner( 37, 'https://gravitypayments.com/wp-content/plugins/gravityforms/images/spinner.gif' );jQuery('#gform_ajax_frame_37').on('load',function(){var contents = jQuery(this).contents().find('*').html();var is_postback = contents.indexOf('GF_AJAX_POSTBACK') >= 0;if(!is_postback){return;}var form_content = jQuery(this).contents().find('#gform_wrapper_37');var is_confirmation = jQuery(this).contents().find('#gform_confirmation_wrapper_37').length > 0;var is_redirect = contents.indexOf('gformRedirect(){') >= 0;var is_form = form_content.length > 0 && ! is_redirect && ! is_confirmation;var mt = parseInt(jQuery('html').css('margin-top'), 10) + parseInt(jQuery('body').css('margin-top'), 10) + 100;if(is_form){jQuery('#gform_wrapper_37').html(form_content.html());if(form_content.hasClass('gform_validation_error')){jQuery('#gform_wrapper_37').addClass('gform_validation_error');} else {jQuery('#gform_wrapper_37').removeClass('gform_validation_error');}setTimeout( function() { /* delay the scroll by 50 milliseconds to fix a bug in chrome */ jQuery(document).scrollTop(jQuery('#gform_wrapper_37').offset().top - mt); }, 50 );if(window['gformInitDatepicker']) {gformInitDatepicker();}if(window['gformInitPriceFields']) {gformInitPriceFields();}var current_page = jQuery('#gform_source_page_number_37').val();gformInitSpinner( 37, 'https://gravitypayments.com/wp-content/plugins/gravityforms/images/spinner.gif' );jQuery(document).trigger('gform_page_loaded', [37, current_page]);window['gf_submitting_37'] = false;}else if(!is_redirect){var confirmation_content = jQuery(this).contents().find('.GF_AJAX_POSTBACK').html();if(!confirmation_content){confirmation_content = contents;}setTimeout(function(){jQuery('#gform_wrapper_37').replaceWith(confirmation_content);jQuery(document).scrollTop(jQuery('#gf_37').offset().top - mt);jQuery(document).trigger('gform_confirmation_loaded', [37]);window['gf_submitting_37'] = false;}, 50);}else{jQuery('#gform_37').append(contents);if(window['gformRedirect']) {gformRedirect();}}jQuery(document).trigger('gform_post_render', [37, current_page]);} );} );</script><script type='text/javascript'> jQuery(document).bind('gform_post_render', function(event, formId, currentPage){if(formId == 37) {if(typeof Placeholders != 'undefined'){ Placeholders.enable(); }jQuery('#input_37_9').mask('(999) 999-9999').bind('keypress', function(e){if(e.which == 13){jQuery(this).blur();} } );} } );jQuery(document).bind('gform_post_conditional_logic', function(event, formId, fields, isInit){} );</script><script type='text/javascript'> jQuery(document).ready(function(){jQuery(document).trigger('gform_post_render', [37, 1]) } ); </script>