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Integrations

CPACharge integration for client invoicing

Require clients to pay invoices through CPACharge before reviewing tax returns, with configurable settings, notifications, and optional payment flexibility during processing.
The CPACharge integration lets firms require clients to pay their invoice prior to continuing to the tax return.
This article outlines how to turn on the feature and settings options, as well as a preview of the Client Experience.
With this feature enabled, the firm receives a notification email when an invoice is paid. This notification includes the Client ID and Client Name associated with the return.
note
To use this integration, the firm must have an active CPACharge account. Instructions for setting up this account or editing existing account details are detailed in the following
Enable Integration
 section.
Settings
Enable Integration
  1. Go to
    Settings
     in the left panel of the
    Tax Returns
     dashboard.
    note
    Only system administrators can access this section.
  2. Select
    Vouchers and Invoices
    .
  3. Switch the
    Invoices
     button to on.
  4. Select
    CPACharge Integration
     in
    Invoice Payment Processing Options
    .
  5. Select
    Connect with CPACharge
     in the new pop-up window.
  6. Enter your CPACharge email address and password, then select
    Sign In
    .
  7. Select
    Authorize
    .
  8. Switch the
    Require taxpayer. . .
     button on to have the default setting during processing require taxpayers to pay their invoice before they review and sign their return.
  9. Mark the
    Allow user to send. . .
     checkbox to let users turn off the payment requirement option during processing.
Disable or edit integration
:
  1. Go to
    Settings
     in the left panel of the
    Tax Returns
     dashboard.
    note
    Only system administrators can access this section.
  2. Select
    Vouchers & Invoices
    .
  3. Select the
    gear
     icon next to the
    CPACharge Integration
     option.
  4. Select
    Disconnect
     to turn off invoicing with CPACharge or
    Edit
     to edit your CPACharge account details.
Processing
:
Once enabled, you will have a few options. These options will appear in the invoices tab during processing.
note
An
Invoice Amount
 must be entered during processing to give the taxpayer the option to pay.
Setting
Description
Require taxpayer to pay invoice prior to reviewing their tax return
This will force the taxpayer to pay before they sign the return.
Allow user to send the return without payment required
This lets the user choose whether payment will be required during processing. This option may or may not be available depending on your firm settings.
Taxpayer experience
:
Access the return through the Client Experience.
Go to the
Review
 section.
With Payment Required Enabled
The taxpayer is not able to select
Next
 until the following steps are completed.
  1. Review the Invoice.
  2. Select
    Pay Now
    .
  3. Select a payment
    Method
    .
  4. Enter
    Payment Details
    .
  5. Select
    Pay
    .
  6. Continue the process of reviewing and signing the tax return.
With Payment Required not enabled
:
The Taxpayer has the option to either
Pay Now
 or select
Next
.
Once a selection has been made, the taxpayer can either complete payment details as listed previously or continue the process of reviewing and signing the tax return.

This article applies to:

  • Product: safesend
  • Subject: Integration
  • Audiences: Staff