Run BDO USA. Reclaim the day.
PCI-Level-1 client billing for tax, assurance, and advisory across BDO's 70+ offices and 8,500 professionals.
Why now
A 70-office firm needs one billing backbone.
BDO USA already runs the audit. Each office is also running its own retainer cadence, AR aging schedule, and PCI footprint. CPACharge and ClientPay collapse those into one platform: same-day retainer settlement, partner-level rollups, and a single audit boundary the BDO IT team does not have to maintain.
The platform
Four pillars, one backbone.
PCI Level 1
Card data never touches BDO infrastructure. Tokenized intake, audit-ready logs, and a single compliance footprint across every office.
Integrated payments
Pay links inside engagement letters and invoices, plus an embedded ClientPay flow for the BDO portal. No portal swap, no client retraining.
Partner reporting
Office, practice, and engagement-level rollups. Finance and ops get a single source of truth on receipts, retainers, and aging.
Retainer automation
Same-day settlement on engagement retainers and recurring billing for advisory work. Partners stop chasing, start staffing.