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.