For Tax Professionals: Compare Your Payment Processing Software Options

June 19, 2020

For tax professionals and accountants, your payment processing software allows you to be paid for your work on time. A good payment processing software will have quick processing times, and require little to no on-boarding for your clients.

The Rapidly platform offers integrations with various tax filing payment processing softwares, and we want to share our expertise to help you make the right decision for your tax and accounting practice.

Key considerations for your payment processing software include:


  • Annual or Monthly Billing

  • Processing Fees

Payment Options

  • Payment Types: ACH Transfer, Credit Card, Payment Plans

  • Processing Times

Software Features

  • Requires Client Account

  • Collect In Person or Online

  • Rapidly Integration

  • Other Integrations: Email, Website, Invoice, Card Readers

Keep reading for a more in-depth comparison of our top picks for payment processing software: 

Payment Processing Software Comparison Chart

QuickFee Highlights

Quickfee positions themselves as the quick payment solution for professional service providers, including tax professionals and accountants. They offer a no-nonsense approach to their payment services. Their PayNow+ and PayLater options allow you to get paid on time, even if you offer your clients a payment plan.

CPAcharge Highlights

CPAcharge leads the way as a solution specifically tailored to tax and accounting professionals. You can quickly collect signatures and payments in person or online, with a speedy 1-2 business day deposit time. Their payment Refund option is seamless as well, with easy options to void or reverse payments.

Simple Checkout Highlights

Simple Checkout is a comprehensive solution that offers options for business owners and business professionals of all disciplines. Simple Checkout can help you collect payment in person and online, through integration with your website or a card reader.

ACH Highlights

ACH is a user-friendly option that is accessible to both individual and corporate clients. Funds are transferred directly between bank accounts, which can limit the amount of extra processing time or processing fees.

Venmo Highlights

Many individual taxpayers already utilize Venmo for personal transactions. If they have a pre-existing account, there is no on-boarding needed. They can pay with their preferred credit or debit account, and you can quickly transfer over funds and see them sitting in your Venmo account that same day.

With these considerations in mind, the Rapidly team hopes you will pick the best payment processing software for your needs, to simplify your operations and propel your accounting services productivity.

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