CPACharge + ClientPay: four pillars.
01
PCI Level 1
Card data never touches BDO infrastructure. Audit-clean by default.
02
Integrated payments
Pay links inside engagement letters, invoices, and the client portal.
03
Partner reporting
Office, practice, and engagement-level rollups for finance and ops.
04
Retainer automation
Same-day retainer settlement and recurring billing for advisory work.