Stripe & CPA Charge (Basic): Accept Credit Card & ACH Payments

pro

This page applies to TaxDome Pro! pricing plan only. You can upgrade anytime.

To accept credit card or ACH payments on your TaxDome account, you’ll need to select a secure processing service (Stripe, CPACharge, or both), then connect to it by providing your business information, some identification, and linking it to your bank account. To find out more about payment-processing fees, visit this page.

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Connecting With Stripe

To connect your TaxDome account with Stripe, follow these steps:

1. Go to Settings, select Integrations, then click Connect with Stripe in the Payments subtab.

2. If you already have a Stripe account, enter your email and click Continue. If you don’t have a Stripe account yet, you’ll need to register to enable payment processing on TaxDome. 

3. Enter your password and hit Log in

4. Verify your login by retrieving the 6-digit verification code sent to your phone.

5. Select the Stripe account you'd like to connect with TaxDome and then click Connect button.

Your TaxDome account will then be connected with Stripe and payment processing enabled.

Connecting With CPACharge

To connect your TaxDome account with CPACharge, follow these steps:

1. Go to Settings, select Integrations, then click CONNECT WITH CPACHARGE.

2. Enter your CPACharge credentials, then click SIGN IN

3. Enter the validation code sent to your email, then click Confirm my browser.


4. If prompted, authorize TaxDome to access your account by clicking the Authorize button. 

Your TaxDome account will then be connected with CPACharge and payment processing enabled. 

Disconnecting From a Credit Card Processing Service

You can disconnect from Stripe or CPACharge at any point. For example, you may want to try a new credit card service provider. To do so, go to Settings from the left sidebar menu, select Integrations in the menu bar, then click the DISCONNECT button below the name of the provider you want to disable.

Selecting a Default Provider

This section was moved. See here.

How to Add CPACharge eCheck (ACH) Payment Processing

This section was moved. See here.

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