Bluefin and CPA Site Solutions

Get Online Bill Payment for your Clients

Online credit card and debit card acceptance for CPA Site Solutions customers

CPA Site Solutions and Bluefin have partnered to provide CPA Site Solutions customers a robust, convenient and secure way to make online payments – right within the CPA Site Solutions software.

What you get with Bluefin

  • Online bill payment within your CPA Site Solutions setup: Process credit card payments, issue refunds, and report on transactions all within your website.
  • QuickBooks integration for accounting management: Bluefin’s payment platform is integrated with QuickBooks / Xero, giving you the option to seamlessly reconcile your online payments with your accounting management system.
  • Simple, seamless pricing: Bluefin’s PriceSimple program provides an easy-to-understand and transparent pricing structure, with some of the lowest fees in the industry. Bluefin will also conduct a free review of your current processing rates.
  • The highest level of payment security: Bluefin is a PCI-DSS Compliant Level 1 service provider and backs all of their payment products with encryption and tokenization to protect transactions.

Bundled Pricing

Choose from our PriceSimple pricing or we will provide a free statement analysis to meet or beat your current rates.

2.90% + $0.35 for Keyed & eCommerce

  • Bundled pricing includes:
  • PCI Management
  • Statement & monthly fees
  • Gateway fees
  • Interchange & Assessments, Card Brand Fees

Bluefin leads payment processing with the most robust and secure variety of payments for merchants of all sizes. And as a participating organization of the PCI Standards Security Council, you can rest assured that every product you use from Bluefin has been built with the highest level of security in mind.

QuickBooks Integration

Get all-in-one payment processing and bookkeeping with Bluefin, Synder and CPA Site Solutions

Automated bookkeeping

Automatically record all sales and fees into QuickBooks and get an error-free Profit and Loss report and balance sheet. Synder’s data sync engine brings in amounts, items, customers, classes, locations, shipping, discounts and more.

Customized workflow

Customize your synchronization process, automatically apply taxes to your payments based on location or shipping info, auto-categorize your income, and get smart invoice due date reminders sent to your customers.

One-click reconciliation

Synder helps you reconcile all your Bluefin sales and fees in one click and close an accounting period with 100% accuracy.

Historical data import

PayConex clients can easily synchronize historical sales from Bluefin with QuickBooks in bulk and with no-time limit.

Instant Sync

Your sales are recorded in QuickBooks within 30 minutes after you received the payment in Bluefin.

Transactional Support

Synder supports all Bluefin transaction types including charges, refunds, procssing fees, open invoices, adjustments and more.

Get Integrated Payments

Contact Us

Have a Question?

Contact Merchant Sales

Tel: 800-675-6573, ext. 1