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How to add payment link to SafeSend Invoices

Updated this week

With the SafeSend + CPACharge integration, your firm can collect payments for tax prep services more efficiently, directly within your existing workflow. Once connected, clients can securely pay invoices before accessing their tax return, streamlining your billing and reducing manual follow-up.

What You Can Do

  • Send professional invoices via SafeSend

  • Collect secure payments using CPACharge (credit card or ACH)

  • Automatically give clients access to tax documents after payment


How to Set Up the CPACharge Integration

Step 1: Log into SafeSend

Go to your SafeSend login and sign into your account.

Step 2: Go to Settings

From the left-hand menu, select Settings > Vouchers & Invoices.

Step 3: Enable Invoices

In the Invoices section, make sure the toggle is turned on to enable invoices.

Step 4: Select CPACharge

Below the invoice toggle, you’ll see an option to integrate with CPACharge. Select the CPACharge radio button.

Step 5: Authenticate with CPACharge

You’ll be redirected to CPACharge to log in.

After logging in, you’ll receive an access code for authentication—enter this code and confirm your browser when prompted.

Step 6: Authorize the Connection

Once authenticated, you’ll be asked to Authorize the integration for payments. After authorizing, your CPACharge account will be linked.

Step 7: Confirm & Save

Back in SafeSend, click Apply in the top-right corner to save your settings.

You're now connected! Invoices will process through CPACharge, and clients can pay directly in SafeSend before viewing their returns.


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