Payments
Stripe, PayPal, and QuickBooks Payments connect live for invoicing and payment status. TPP never touches raw card data.
Stripe and PayPal both publish public, self-serve OAuth/Checkout APIs, which is why they're marked Available today. QuickBooks Payments rides the same Intuit OAuth connection as QuickBooks Online. CPACharge, by contrast, doesn't offer open self-serve API access — a real practice-management/payments partnership would be required first, so it's honestly labeled as requiring vendor approval rather than claimed as ready.
How it works
Step 1
An invoice is generated from a client's engagement and sent through the client portal.
Payments integrations
Payments
Send payment requests and get paid faster.
Payments
Send payment requests and get paid faster.
Payments
Send payment requests and get paid faster.
Payments
Send payment requests and get paid faster.
Explore other categories
TPP isn't a replacement for Drake, ProSeries, Lacerte, UltraTax CS, TaxWise, or ATX — it's the client-facing layer that sits alongside whichever one your firm already uses.
Learn more →Connect Gmail, Google Workspace, or Microsoft Outlook so the emails that matter don't get lost in someone's personal inbox.
Learn more →Google Calendar, Microsoft Outlook Calendar, Microsoft 365, and Calendly all connect live — with Zoom, Teams, and Google Meet links generated automatically.
Learn more →30-day free trial. Full access to every feature during your trial, subject to the applicable trial terms.