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Payfunnels

Payment Solution for CPAs / Accounting Firms

PayFunnels lets CPAs streamline collections with branded payment links, automated recurring billing, tax-compliant invoicing, and real-time payment tracking — so you can improve cash flow, reduce admin time, and stay audit-ready with ease.
FAST PAYMENTS. BRANDED CHECKOUT. EASY SETUP.
Payment Solution for Certified Public Accountant
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STOP CHASING LATE PAYMENTS

Payment Processing for Accountants​

PayFunnels gives CPAs a fast, professional way to collect payments with branded payment links, recurring billing for retainers, and secure, seamless transactions—all in one intuitive platform.

How It Works

Watch this 1-minute tutorial to see how CPAs can set up their first payment link, automate billing, and start collecting payments—no tech skills needed.

MEETINGS MADE PAYABLE

Effortless Scheduling w/ Payment Integration

Easily book tax consults and advisory meetings with built-in payments—automate scheduling and collect fees upfront, no back-and-forth required.
STAY ORGANIZED. STAY PROFITABLE.

Organized Workflow & Billing

Simplify your firm’s operations. From tracking payment statuses to managing recurring clients and engagement terms, PayFunnels helps CPAs stay organized and focused on billable work—not admin tasks.
Payment Solution for CPA

From Retainers to Recurring Clients—Get Paid Faster, Every Time.

Experience the PayFunnels difference with a 14-day risk-free trial.

Join thousands of CPAs streamlining their billing workflows, automating recurring invoices, and eliminating late payments — all without a single line of code.

See Why Our Clients Love Us

PayFunnels makes taking payments and subscriptions easy for me and my clients. I am very satisfied. I particularly like its payment page design which is way more user friendly and visually appealing than other platforms I used in the past. Their customer service is great, knowledgeable and responsive. The technical team takes feedback on board. Whether you take payment on the phone, or are a travel agency taking payment from your website, I recommend you try PayFunnels.

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PayFunnels makes payment collection seamless with its user-friendly interface and automation.

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I had a fantastic experience with PayFunnels, especially with their support team. The overall user experience is great-simple, reliable, and user-friendly. Receiving payments with PayFunnels is incredibly easy, making it ideal for any business setup. The support team's communication was outstanding from the start, and they were incredibly quick and proactive when I reached out with specific needs. The software, originally in English, also offers different language translations, including German. I noticed a few translations and features in German were either missing or not entirely accurate, so I requested some adjustments. The team was very responsive and accommodating, making the whole process seamless and efficient. Highly recommend PayFunnels for anyone looking for a dependable payment solution backed by a supportive team!

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PayFunnels customer service is matched by none. Every problem will be figured out promptly. As a first-time business owner, this is the right platform to never worry about your finances again. It truly feels like you have a Finance team at the tip of your fingers. And the price for service is also really fair.

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PayFunnels has been one of the most revolutionary services I have ever used as a small business owner. The support team is legitimately unparalleled and have never let me down in 4+ years of using PayFunnels. If I have a question about a new feature or even need help with a tech issue - they respond expeditiously and ALWAYS figure it out for me. I would recommend any small business that needs custom payment plans for their customers to utilise PayFunnels.

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Love PayFunnels! Being able to create flexible payment plans on the fly to have negotiating leverage is so important in high ticket sales and business. PayFunnels allows me to create adaptive payment plans quickly unlike many payment programs. I love the weekly payments feature that many other companies don't have. The customer service with Sai has been amazing! Often to help my customers I may have to re-work or edit payment plans, and they have been very responsive every single time I needed help editing or revising a current payment plan. Highly recommend PayFunnels if you need invoices you can create and edit FAST for your business or if you are in sales!

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I've been using PayFunnels since day 1 of my business and haven't found anything better. It's super easy to set up and manage Stripe subscriptions and invoices and their support is always very fast and helpful (better than Stripe itself). Highly recommend it.

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PayFunnels have outstanding customer support - I had issues with one client making strange payments and the PayFunnels team resolved the mystery immediately and solved the issue flexibly. Happy customer for years and planning to stay one for years to come despite cheaper alternatives.

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PayFunnels has been an absolute game-changer for my business! It's incredibly simple and easy to use, and their customer service is truly exceptional. No matter the day or time, they always respond within just a few hours. Unlike other companies where support responses can feel generic or unhelpful, PayFunnels goes above and beyond. They not only explain exactly how to resolve any issue but also include detailed screenshots when needed, walking you through the entire process step by step. I wholeheartedly recommend them to anyone looking for a reliable and supportive platform!

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