CPACharge and SafeSend Partner to Streamline Accounting Firm Payments

CPACharge, a leading online payment solution built for accounting professionals, has announced a strategic partnership with SafeSend, a Thomson Reuters company. This collaboration enhances the payment collection process for tax and accounting firms by integrating CPACharge directly into SafeSend One, SafeSend’s flagship client collaboration platform. The result is a streamlined, secure, and fully embedded payment experience that benefits both firms and clients alike.

Why This Partnership Matters for Accounting Professionals

Collecting payments after delivering tax returns is a known friction point in the accounting industry. Delays, follow-ups, and missed payments cost firms both time and revenue. The integration between CPACharge and SafeSend One is designed to eliminate these barriers by embedding payment collection into the natural workflow of tax document delivery.

Benefits of the CPACharge–SafeSend Integration

1. Embedded Payments Within Tax Workflow

• Clients can pay directly from within SafeSend One when reviewing their tax documents.
• Removes the need for separate invoicing or follow-up systems.
• Creates a more seamless and convenient experience for clients.

2. Faster and More Reliable Collections

• Reduces lag time between tax return delivery and payment.
• Helps firms get paid faster with fewer manual processes.
• Minimizes missed or late payments, improving cash flow.

3. Improved Client Experience

• Offers clients an intuitive, secure way to complete payments during a critical engagement touchpoint.
• Builds trust and satisfaction by simplifying post-return actions.
• Reinforces a modern, tech-forward brand image for firms.

4. Boosts Operational Efficiency for Firms

• Less time spent on billing follow-ups and manual reconciliation.
• Frees up accounting teams to focus on high-value client work.
• Reduces administrative overhead and friction in the payment process.

Leadership Perspectives on the Partnership

“We are excited to partner with SafeSend and simplify how firms do business by enhancing the client experience at every stage.”
— Sean Galligan, EVP of Partnerships, AffiniPay (CPACharge)

“By embedding secure, seamless payment capabilities, we’re removing friction and delivering greater convenience for both firms and their clients.”
— Rahul Chandran, CTO, SafeSend

Looking Ahead: Kaleidoscope Conference

This announcement follows AffiniPay’s launch of Kaleidoscope, a dedicated conference for legal and accounting professionals. The event will take place September 2–4, 2025, in Austin, Texas, offering a space for industry leaders to explore innovations like this CPACharge–SafeSend integration and more.

The partnership between CPACharge and SafeSend represents a powerful advancement in the digital transformation of accounting workflows. By embedding secure payment functionality directly into the client experience, firms can reduce inefficiencies, accelerate collections, and better serve their clients. For tax professionals seeking a smarter, more streamlined way to do business, this integration marks a significant step forward.

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