CPA Charge Integration (Advanced): Customize the Payment Form

pro

This page applies to TaxDome Pro! pricing plan only. You can upgrade anytime.

CPA Charge lets you customize the way you want your clients to make payments by selecting your accepted card types, setting up required payment fields, and more. When your clients pay via TaxDome, they see the fields that you have selected in your CPA Charge account. You can change them anytime. Here’s how:

1. Log in to your CPA Charge account, click on your name at the top right, then select Settings.

2. Under the Deposit Accounts section on the right-click the Edit button next to your account.

3. Select the additional fields you’d like the client to fill out when they make a payment, then click the Save Changes button.

The fields you have selected will now be displayed when a client makes a payment via TaxDome and when you process their credit card or enter bank account details.

tip

Note! You need to connect with your CPACharge account to receive payments via TaxDome.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us