[ 8am CPA... Reviews ](https://www.g2.com/products/8am-cpacharge/reviews) [ 8am CPA... Reviews ](https://www.g2.com/products/8am-cpacharge/reviews) # 8am CPACharge Features ##### ## Payment Processing (9) Encryption Built-in security to protect payment information in order to prevent fraud and hacking. Credit Card Processing The ability to process credit card payments and receive approval or denial of funds from the customer's bank. Mobile Payments The ability to process mobile payments from a mobile wallet or other mobile phone payment app. Digital Wallet Integration The ability to process payments from a digital wallet service or other digital payment method. Debit/Credit Card Processing Accept and process credit/debit card transactions Online Payments Accept and process online payment transactions Partial Payments Allow customers to make a partial payment on an invoice and track remaining debt In-Person Payments Transactions that typically involve face-to-face interactions between the payer and the payee Digital Wallet Payments Allows customers to check out with wallet payment methods that digitally store credit and debit cards Show More ##### ## Administration (10) Reporting & Analytics Reports and analytics created from payment data. E-commerce Integration The ability to integrate directly with an e-commerce platform in order to create a seamless checkout experience. Processing Fees Fees associated with processing individual transactions that may be based on a percentage of the purchase or a flat rate. POS Integration The ability to integrate with a POS system in order to allow the processing of credit card or mobile payments in a store setting. Omnichannel Process payments from multiple channels such as ACH, mobile, or e-commerce. Levels 1 & 2 Supports levels 1 and 2 for credit card payment processing. Level 3 Supports level 3 credit card processing which requires additional data for qualification. Payment Gateway Integration Integration with payment gateways to facilitate online transactions ACH Payment Processing Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) Cryptocurrency Processing Accept and process cryptocurrency transactions such as Bitcoin Show More ##### ## Payment Options (2) Multi-Currency Allows users to process payments in multiple currencies. Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Show More ##### ## Security (1) POS Verification Support cardholder verification methods for POS transactions. Show More ##### ## Platform (2) Accounting integration Provide integration with accounting software and ERP systems. E-commerce Integration Provide integration with B2B and B2C e-commerce platforms Show More ##### ## Communication (3) Client Portals Provide portals for customers to communicate with accountants Automation Automate client requests and reminders Consolidation Consolidate communication between accountants and clients Show More ##### ## Collaboration (4) Collaboration Provide repository to collaborate on email, clients, jobs and tasks Tasks Create tasks and sub-tasks with assignee, status and due date Version Control Provide real-time access of files with the most updated versions Approval Process Control Manage the process of evaluating documents or requests submitted for approval Show More ##### ## Billing (4) Time Track the status of each project and calculate billable time Reporting Run reports on billing, time, revenue, credits, etc. Invoices Create invoices for services provided and track payments Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Show More ##### ## Onboarding (4) Document Templates Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Checklists Assing tasks and checklists to new clients New Client Create new client in system once propsal is accepted Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Show More ##### ## Visibility (6) Job Status Know where every job stands, who’s working on what, and what’s being said to clients Metrics Track/uncover metrics to improve firm decisions and efficiency File Organization Share, save, and organize files Audit Trail Provide a detailed audit trail Notifications Receive real-time notifications via email and/or IM about new assignments, updates, and due dates Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Agentic AI - Accounting Practice Management (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Show More ##### ## Additional Functionality (92) Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Expense Tracking Monitor and record expenses such as purchases or charges incurred Generative AI Use AI to generate content in the form of text, images, videos, etc. Online Payments Accept and process online payment transactions Messaging Communicate using messages within the system Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Email Management Manage, store and organize emails within the system or via third-party apps Workflow Management Create, design and manage workflows for repetitive tasks Customizable Reports Alter the layout and content of reports Client Management Manage contact details and communication with clients Document Management Store, manage, and track all electronic documents in a centralized location Time Tracking Measure and track time including hours worked and paid time off (PTO) Staff Management Schedule shifts for staff/employees, track hours worked, and manage staff payroll Timer Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria For Accountants Software specialized for accountants and accounting firms Multi-Currency Manage and handle various international currencies Financial Management Plan, manage, and track the financial activities of an individual or organization For CPA Firms Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals API Application programming interface that allows for integration with other systems/databases Progress Tracking Reporting on how each user, task or process has advanced since its initiation Task Management Create, manage and track all task activities and progression Secure Data Storage Securely stores data to prevent data loss or breaches Electronic Payments Electronically collect payments for goods or services Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Credit Card Processing Accept and process credit card transactions Time & Expense Tracking Log and record hours worked and costs spent to assist in billing and invoicing Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Appointment Management Manage various aspects of appointments including booking, rescheduling, canceling Approval Workflow Route documents and other data through one or more stakeholders for review and approval Billing & Invoicing Create, manage, and send invoices or bills to customers Document Storage Store and organize documents in a centralized system Status Tracking Track the status over time for a request, process, asset, or transaction Configurable Workflow Configure existing workflows to meet your organization's needs Due Date Tracking Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken Project Time Tracking Measure time to completion or hours worked for projects Reminders Timed notification for any upcoming task, deadline, appointment, or activity Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Data Import/Export Import and export data to and from software applications AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Customizable Branding Add customized logos and colors to align with company branding Invoice Processing Creation, processing, verification, and execution of invoices till the payment is made Data Synchronization Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Transaction Monitoring Monitor or audit historical and current transactions to analyze customer account activities Purchasing & Receiving Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity Contactless NFC Near-field communication method to share data and process contactless payments Offline Access Ability of websites, web applications, or mobile applications to function without an active internet connection Electronic Signature Digitally sign online documents PCI Compliance Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS) Credit Card Management Financial system that helps create and manage physical/digital credit cards and track transaction activities Fraud Detection Identify and prevent suspicious activity SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Mobile Access Access software remotely via mobile devices Generative AI Use AI to generate content in the form of text, images, videos, etc. Returns Management Track and facilitate returns of products sold Discount Management Track products that are for sale at a reduced price or part of coupon promotions Reminders Timed notification for any upcoming task, deadline, appointment, or activity Barcode/Ticket Scanning Scan barcodes to ensure accurate pricing and label tracking Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Recurring/Subscription Billing Automated process of charging customers at regular intervals for repeated access or use of a product or service Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Transaction History Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Mobile Card Reader Hardware device connected to smartphones for processing payments Sales Tax Management Calculation of consumption tax imposed on the sale of goods/services Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Receipt Management Upload, track, and submit receipts in a central database Customizable Branding Add customized logos and colors to align with company branding Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Cash Management Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Remote Access/Control Access work applications remotely, for when working away from the office and/or traveling Multi-Location Manage and support multiple locations Sales Trend Analysis Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Gift Card Management Reward loyal customers with gift cards which they can redeem for special offers and loyalty bonus Sales Reports Reports specific to sales analysis for trends and strategies AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Multiple Payment Options Process payments via multiple modes directly through the application Loyalty Program Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases Status Tracking Track the status over time for a request, process, asset, or transaction Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Expense Tracking Monitor and record expenses such as purchases or charges incurred Data Security Protect sensitive data for digital privacy Payment Links Send clickable links via text or email to collect payments from customers API Application programming interface that allows for integration with other systems/databases Payment Fraud Prevention Tools to prevent payment fraud, such as identity authentication, risk analysis, seller protection, etc. Payment Reconciliation Reconcile payments with corresponding invoices or orders for accounting purposes Data Import/Export Import and export data to and from software applications Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Real-Time Data Receive data and information in real time Billing & Invoicing Create, manage, and send invoices or bills to customers Show More ## Top-Rated Alternatives [ ![Stripe Payments](https://images.g2crowd.com/uploads/product/hd_favicon/3af79c77413d7e58d0322c1de5bfdb8e/stripe-stripe-payments.svg "Stripe Payments") Stripe Payments 4.2/5(458) ](https://www.g2.com/products/stripe-stripe-payments/reviews) [ ![Karbon](https://images.g2crowd.com/uploads/product/hd_favicon/a090c44ebe37d6ba29570da4dd3ad970/karbon-2025-03-03.svg "Karbon") Karbon 4.8/5(913) ](https://www.g2.com/products/karbon-2025-03-03/reviews) [ ![Canopy](https://images.g2crowd.com/uploads/product/hd_favicon/a63b936e3c796e0c7e0a8ceeb3a30bd7/canopy-2026-05-12%282%29.svg "Canopy") Canopy 4.6/5(815) ](https://www.g2.com/products/canopy-2026-05-12/reviews) [ View All Alternatives ](https://www.g2.com/products/8am-cpacharge/competitors/alternatives) 8am CPACharge Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_1705b85e1cfa571866791ea4a064a3ab/stripe-stripe-payments%282%29.jpg "Product Avatar Image") Stripe Payments 4.2/5(458) [ Compare Now ](https://www.g2.com/compare/8am-cpacharge-vs-stripe-stripe-payments) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_6b0135578182be9b7a3554a808a64d72/quickbooks-payments.png "Product Avatar Image") QuickBooks Payments 4/5(52) [ Compare Now ](https://www.g2.com/compare/8am-cpacharge-vs-quickbooks-payments) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_d438862d658becefe2b1df5de1374630/square-payments.jpg "Product Avatar Image") Square Payments 4.5/5(176) [ Compare Now ](https://www.g2.com/compare/8am-cpacharge-vs-square-payments) ##### Categories on G2 [Payment Processing](https://www.g2.com/categories/payment-processing)[Accounting Practice Management](https://www.g2.com/categories/accounting-practice-management) ##### Explore More [Which is the best solution for corporate expense tracking](https://www.g2.com/discussions/which-is-the-best-solution-for-corporate-expense-tracking)[What Java Development Kit distributions have the most reliable long-term support and frequent security patch cycles?](https://www.g2.com/discussions/what-java-development-kit-distributions-have-the-most-reliable-long-term-support-and-frequent-security-patch-cycles)[What is the best recruitment platform for specialized job roles?](https://www.g2.com/discussions/what-is-the-best-recruitment-platform-for-specialized-job-roles) [Top scheduling solutions for field service teams](https://www.g2.com/discussions/top-scheduling-solutions-for-field-service-teams)[What's the best mobile marketing platform with audience segmentation that genuinely improves engagement and retention rates?](https://www.g2.com/discussions/what-s-the-best-mobile-marketing-platform-with-audience-segmentation-that-genuinely-improves-engagement-and-retention-rates)[Pros and Cons Details](https://www.g2.com/products/8am-cpacharge/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)