CPACharge support ending: FAQ

This FAQ explains what will change for firms currently using CPACharge after support ends on May 10, 2026.

Frequently asked questions:

• When does CPACharge support in TaxDome end?
• If I disconnect a payment provider, will my historical invoices and payments be visible in TaxDome?
• If I disconnect a payment provider, what happens to unpaid invoices?
• If I disconnect a payment provider, how can I issue a refund for a previous payment?
• Do my clients need to do anything?
• Can saved payment methods be transferred to a new provider?
• What happens if I don’t connect to a payment provider?
• Can I keep using CPACharge outside TaxDome?
• Is there any impact on QuickBooks Online sync?
• Which payment providers can I connect to?

1. When does CPACharge support in TaxDome end?

The CPACharge integration in TaxDome is supported through May 10, 2026. After that date, the integration will no longer be available.

2. If I disconnect a payment provider, will my historical invoices and payments be visible in TaxDome?

Yes—existing invoices and payments will remain visible in TaxDome.

3. If I disconnect a payment provider, what happens to unpaid invoices?

Once you connect a new payment provider, clients will be able to pay them. Once connected, existing invoices will automatically route through it.

If you do not connect a payment provider, clients will see the invoices but will not be able to pay them and will receive a message to contact your firm.

Similarly, if there are recurring invoices, they will continue to be created, but clients will not be able to pay them until a new payment provider is connected.

4. If I disconnect a payment provider, how can I issue a refund for a previous payment?

If you need to refund a charge from a disconnected payment provider, you can do so directly through their dedicated portal. Those refunds will not be reflected in TaxDome.

5. Do my clients need to do anything?

No action is required from your clients.

6. Can saved payment methods be transferred to a new provider?

Payment methods saved in CPACharge are stored in the CPACharge portal and cannot be transferred to TaxDome.

Once a new payment provider is connected, you can manually enter payment details (bank account or credit card) and charge payments to saved payment methods on file.

7. What happens if I don’t connect to a payment provider?

Until a payment provider is connected, clients will not be able to make online payments. You can still issue invoices and record offline payments.

8. Can I keep using CPACharge outside TaxDome?

Yes. You can maintain your CPACharge account outside of TaxDome. TaxDome will not provide integration, payment sync, or refund functionality for those payments after the integration support ends after May 10.

9. Is there any impact on QuickBooks Online sync?

No. The QuickBooks Online integration is not affected by your payment provider.

10. Which payment providers can I connect to?

The available providers depend on your location and current setup:

• If you don’t have any other active providers and your firm is in the US, you can connect to TaxDome Payments
• If you don’t have any other active providers and your firm is in Canada, you can connect Stripe
• If you have an existing Stripe connection, you can set Stripe as your default payment provider