Fits the BDO stack.
CPACharge and ClientPay slot into the systems BDO already runs. No rip-and-replace, no parallel ledgers.
CCH Axcess
Tax billing
Pay links on engagement letters and invoice notices.
Workday
Finance & AR
Daily settlement files and engagement-level deposits.
Salesforce
Client portal
Embedded ClientPay flow inside BDO's existing portal.
Microsoft 365
Identity & SSO
SAML and Entra ID for partner and admin access.