Latest news with #AffiniPay
Yahoo
4 days ago
- Business
- Yahoo
CPACharge and SafeSend Announce New Partnership to Simplify Payments for Accounting Professionals
Leader In Online Payments For Accounting Professionals Scales With Automation Technology, Modernizing the Client Tax Process AUSTIN, Texas, June 05, 2025--(BUSINESS WIRE)--CPACharge, an online payment solution developed specifically for accounting professionals, has announced a new partnership with SafeSend, part of Thomson Reuters. This new partnership will make it easier for tax and accounting firms to get paid as clients receive their tax returns. This new integration allows firms to embed CPACharge directly into the workflow for SafeSend One, SafeSend's flagship product. "We are excited to partner with SafeSend and simplify how firms do business by enhancing the client experience at every stage," said Sean Galligan, Executive Vice President of Partnerships at AffiniPay, parent company of CPACharge. "SafeSend allows us to remove barriers from the payment process and help firms deliver a faster, more seamless experience for their clients." Many accounting firms face delays and added work after sending out returns, especially when payments are not collected accordingly. By addressing these common pain points, CPACharge and SafeSend One help tax and accounting professionals stay focused on their work, with fewer follow-ups and faster payments. "The integration with CPACharge reflects our ongoing commitment to simplifying workflows for tax and accounting professionals and enhancing the client experience," said Rahul Chandran, Chief Technology Officer at SafeSend. "By embedding secure, seamless payment capabilities, we're removing friction and delivering greater convenience for both firms and their clients." This announcement follows AffiniPay's introduction of its Kaleidoscope conference, a bespoke event curated for legal and accounting professionals. The conference will take place September 2–4, 2025, in Austin, Texas. For more information about CPACharge and SafeSend, please visit here. About CPACharge CPACharge, an AffiniPay solution, is an online payment solution developed specifically for CPA firms, giving professionals a secure way to accept credit, debit and eCheck payments. AffiniPay is headquartered in Austin, Texas and offers a modern payment gateway that integrates with more than 40 software solutions and is trusted by 50,000 firms. CPACharge is the only payment solution offered as a Member Discount Partner by the AICPA and recommended by more than 42 state CPA societies. Visit to learn more. About SafeSend® SafeSend, part of Thomson Reuters, offers award-winning automation technology for tax and accounting firms to provide an unrivaled client experience. SafeSend One™ is a single, secure solution for engagement letters, fillable organizers, source document gathering, file exchange, extensions, tax return assembly, delivery, eSign, and electronic K-1 distribution. Thousands of firms save an average of $12K for every 1K returns delivered via SafeSend One. This end-to-end tax workflow equips firms to serve their clients with a guided and intuitive experience across all touchpoints, including automated reminders, online payment options, tax return summary—and more—all in one place. SafeSend One currently supports CCH Axcess™ Tax and ProSystem fx® Tax, Thomson Reuters UltraTax CS® and GoSystem® Tax RS, and Intuit Lacerte®. Visit to learn more about our technology solutions. View source version on Contacts Media Contact Keely LeonardCPACharge PR Director512-368-8988kleonard@ Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Business Wire
4 days ago
- Business
- Business Wire
CPACharge and SafeSend Announce New Partnership to Simplify Payments for Accounting Professionals
AUSTIN, Texas--(BUSINESS WIRE)-- CPACharge, an online payment solution developed specifically for accounting professionals, has announced a new partnership with SafeSend, part of Thomson Reuters. This new partnership will make it easier for tax and accounting firms to get paid as clients receive their tax returns. This new integration allows firms to embed CPACharge directly into the workflow for SafeSend One, SafeSend's flagship product. 'We are excited to partner with SafeSend and simplify how firms do business by enhancing the client experience at every stage,' said Sean Galligan, Executive Vice President of Partnerships at AffiniPay, parent company of CPACharge. Share 'We are excited to partner with SafeSend and simplify how firms do business by enhancing the client experience at every stage,' said Sean Galligan, Executive Vice President of Partnerships at AffiniPay, parent company of CPACharge. 'SafeSend allows us to remove barriers from the payment process and help firms deliver a faster, more seamless experience for their clients.' Many accounting firms face delays and added work after sending out returns, especially when payments are not collected accordingly. By addressing these common pain points, CPACharge and SafeSend One help tax and accounting professionals stay focused on their work, with fewer follow-ups and faster payments. 'The integration with CPACharge reflects our ongoing commitment to simplifying workflows for tax and accounting professionals and enhancing the client experience,' said Rahul Chandran, Chief Technology Officer at SafeSend. 'By embedding secure, seamless payment capabilities, we're removing friction and delivering greater convenience for both firms and their clients.' This announcement follows AffiniPay's introduction of its Kaleidoscope conference, a bespoke event curated for legal and accounting professionals. The conference will take place September 2–4, 2025, in Austin, Texas. For more information about CPACharge and SafeSend, please visit here. About CPACharge CPACharge, an AffiniPay solution, is an online payment solution developed specifically for CPA firms, giving professionals a secure way to accept credit, debit and eCheck payments. AffiniPay is headquartered in Austin, Texas and offers a modern payment gateway that integrates with more than 40 software solutions and is trusted by 50,000 firms. CPACharge is the only payment solution offered as a Member Discount Partner by the AICPA and recommended by more than 42 state CPA societies. Visit to learn more. About SafeSend® SafeSend, part of Thomson Reuters, offers award-winning automation technology for tax and accounting firms to provide an unrivaled client experience. SafeSend One™ is a single, secure solution for engagement letters, fillable organizers, source document gathering, file exchange, extensions, tax return assembly, delivery, eSign, and electronic K-1 distribution. Thousands of firms save an average of $12K for every 1K returns delivered via SafeSend One. This end-to-end tax workflow equips firms to serve their clients with a guided and intuitive experience across all touchpoints, including automated reminders, online payment options, tax return summary—and more—all in one place. SafeSend One currently supports CCH Axcess™ Tax and ProSystem fx® Tax, Thomson Reuters UltraTax CS® and GoSystem® Tax RS, and Intuit Lacerte®. Visit to learn more about our technology solutions.
Business Wire
05-05-2025
- Business
- Business Wire
AffiniPay Appoints Leslie Witt as Chief Product Officer
AUSTIN, Texas--(BUSINESS WIRE)-- AffiniPay, a leader in legal practice management software, integrated payments, and solutions for professionals, is proud to announce the appointment of Leslie Witt, former executive at Headspace and Intuit, as the company's new Chief Product Officer. Witt will be responsible for leading the company's product transformation and strategy for leading solutions LawPay, MyCase, CASEpeer, Docketwise and CPACharge. 'We are incredibly excited to welcome Leslie to the AffiniPay team,' said Dru Armstrong, Chief Executive Officer of AffiniPay. 'She brings a powerhouse combination of product vision and strategic insight that will play a key role in shaping what's next and delivering even greater value to our customers and their clients.' Leslie Witt brings over two decades of experience in leading product teams, delivering customer-centric solutions, and driving operational growth across diverse industries. Most recently, she served as the Chief Product & Design Officer and Consumer Channel Leader at Headspace, where she led teams in creating innovative, user-centered products. Her experience spans product, content, brand, and go-to-market strategies, and her initiatives have impacted tens of millions of users worldwide. Witt has extensive experience in the financial technology space, including advisory roles at FreshBooks, a leading small business invoicing and accounting platform. She previously held senior positions at Intuit, where she led global design, research, and innovation initiatives focused on small business solutions. Witt also founded the 'Design for Money' practice at IDEO, collaborating with major financial institutions, including Visa, Wells Fargo, MetLife, and the Gates Foundation, to drive innovation in the financial sector. 'I'm thrilled to join a company with such a strong reputation for innovation and customer-focused product solutions,' said Leslie Witt, Chief Product Officer of AffiniPay. 'I look forward to collaborating with the talented teams at AffiniPay to amplify our impact and continue to set new standards of excellence while helping our customers achieve greater business success.' This appointment underscores AffiniPay's commitment to providing professionals with innovative technology to drive better business results. This addition follows the appointment of Nathan Waite as Chief Revenue Officer earlier this year. For more information on AffiniPay's leadership team, please visit here. About AffiniPay AffiniPay is a market leader in practice management software and online payments for professionals serving legal, accounting, architectural, engineering, and construction firms. AffiniPay has been recognized as one of Inc. 5000's fastest-growing companies for 12 years in a row. Each of its brands leads the market it serves with solutions purpose-built by industry including LawPay, MyCase, CASEpeer, Docketwise, CPACharge, and AffiniPay for Associations. AffiniPay's solutions are trusted by more than 245,000 legal & accounting professionals with more than 150 strategic partnerships and endorsements, including the American Bar Association and the American Institute of Certified Public Accountants. Visit to learn more.
Yahoo
11-03-2025
- Business
- Yahoo
AffiniPay Launches 2025 Legal Industry Report: Embracing Technology, Financial Wellness, and the Future of Legal Work
Leading Austin-Based Fintech Company Explores How Technology Is Reshaping The Legal Industry AUSTIN, Texas, March 11, 2025--(BUSINESS WIRE)--AffiniPay, a leader in legal practice management software, integrated payments, and embedded fintech solutions for professionals, has announced the release of its 2025 Legal Industry Report, offering insights into the rapid evolution and innovation within the legal industry. This year's report highlights key trends around the adoption of emerging technologies, including Generative AI, the growing importance of financial wellness, and the evolving dynamics of remote and hybrid legal work post-pandemic. The report shares results of AffiniPay's annual survey of over 2,800 legal professionals and is authored by AffiniPay's own Niki Black, who, after a decade practicing law, now bridges technology and legal practice at AffiniPay, sharing industry insights internally and educating lawyers on tech-driven efficiencies. The report explores legal professionals' experiences with AI adoption, ethical and practical challenges of new technology, efficiency-boosting tools, remote work trends, and the impact of online billing on profitability and productivity. The findings offer a clear snapshot of the industry's current technology landscape and the trends shaping its future, including: AI Adoption in Law Firms is at an Inflection Point – While individual generative AI usage among individual legal professionals is increasing (31% in 2024 vs. 27% in 2023), firm-wide adoption of legal-specific generative AI tools has been slower, with many still in the exploratory phase. However, 29% of firms not yet using AI plan to adopt it by the fall of 2025. Focus on Driving Profitability and Efficiency – Firms using automated time tracking, billing, and online payments are seeing significant benefits, with 59% collecting significantly more fees through online payments and 36% saving 1–5 hours per month using payroll and accounting software. Generative AI's Business Impact Beyond Legal Work – AI is being leveraged beyond legal research, with 54% using it for drafting correspondence, 47% for brainstorming, and 46% for general research. AI is also enhancing financial decision-making and workflow automation. Remote Work is the Norm, But Security Concerns Persist – 76% of legal organizations have adopted cloud-based remote working tools, but firms remain concerned about cybersecurity (61%) and data privacy (65%), highlighting the balance between flexibility and risk. The most commonly adopted tools included video conferencing (79%), e-signature (78%), and e-filing (76%). "It's always inspiring to see how legal professionals are adopting technology and leveraging it to enhance their practice," said Niki Black, Principal Legal Insight Strategist at AffiniPay. "This year's report offers a powerful glimpse into the legal industry's future, and I'm thrilled to share the valuable data and market trends we've uncovered." Generative AI tools are transforming everyday legal tasks and changing law firms' operations. The report highlights how legal professionals embrace online solutions to streamline workflows, improve productivity, and reduce manual workloads, allowing them to spend more time on legal practice. AffiniPay continues to lead innovation in the space, recently announcing AffiniPay IQ bringing AI capabilities to MyCase and Docketwise. MyCase Document Summaries helps firms save time by generating concise summaries of key document points, while MyCase Text Editing improves clarity by suggesting rewording and refining tone. Docketwise IQ Text Editing enhances written communications, offering AI-driven options for adjusting style, tone, or organizing notes. Looking ahead, LawPay and CASEpeer IQ are set to launch later this year, further expanding AffiniPay's AI-powered tools designed to support operational growth in law firms. This news follows AffiniPay announcing its inaugural conference, Kaleidoscope, on September 2-4, 2025, in Austin, Texas. Those wishing to attend Kaleidoscope 2025 can express interest in reserving their seat today. For more information, please visit here. About AffiniPay AffiniPay is a market leader in practice management software and online payments for professionals serving legal, accounting, architectural, engineering, and construction firms. AffiniPay has been recognized as one of Inc. 5000's fastest-growing companies for 13 years in a row. Each of its brands leads the market it serves with solutions purpose-built by industry, including LawPay, MyCase, CASEpeer, Docketwise, CPACharge, and AffiniPay for Associations. AffiniPay's solutions are trusted by more than 245,000 legal & accounting professionals with more than 150 strategic partnerships and endorsements, including the American Bar Association and the American Institute of Certified Public Accountants. Visit to learn more. About LawPay LawPay is the industry leader in legal payments with the broadest range of payment options such as Pay Later, eCheck, and surcharging. LawPay provides a cost-effective solution for more than 55,000 law firms around the U.S. and Canada. LawPay is recommended by all 50 state bars, 60+ local and specialty bars, and the ABA as a vetted and approved payment solution for the legal industry. LawPay is also the ALA's Exclusive VIP Partner for Payment Processing. Learn more at About MyCase MyCase, an AffiniPay company, is complete legal practice management software designed for the modern law firm. MyCase covers the entire client lifecycle with Lead Management, Case Management, Billing and Invoicing, and Robust Reporting. It includes market-leading features such as integrated Payments, 2-way text messaging, and the MyCase Client Portal to centralize client communication and share files securely. In 2022, MyCase was acquired by AffiniPay, the parent company of LawPay, the market-leading legal payments platform. The AffiniPay family of brands includes MyCase, CASEpeer, Docketwise, and LawPay. Learn more at About CASEpeer CASEpeer, an AffiniPay company, is the leading practice management solution built for personal injury law firms. Designed with input from leading plaintiffs' attorneys, CASEpeer offers industry-leading best practices and support. Since 2016, the company has focused on providing plaintiff law firms with visibility across operations, from case management and calendaring to employee performance, pipelines, and profitability. In 2022, CASEpeer was acquired by AffiniPay, the parent company of LawPay, the market-leading payments platform. The AffiniPay family of brands includes CASEpeer, MyCase, Soluno, Docketwise, LawPay, and Woodpecker. To learn more about CASEpeer, visit About Docketwise Docketwise, an AffiniPay company, is the #1 rated all-in-one immigration software and case management for immigration lawyers. It modernizes immigration practice with multilingual intakes that dynamically generate complete immigration applications based on answers to simple questions. In addition, Docketwise provides a comprehensive suite of case management features, including invoicing, calendaring, secure messaging, task management, case tracking, CRM, and more. Docketwise is trusted by thousands of immigration lawyers and practitioners across the United States. In 2022, Docketwise was acquired by AffiniPay, the parent company of LawPay, the market-leading payments platform. The AffiniPay family of brands includes Docketwise, MyCase, Soluno, CASEpeer, LawPay, and Woodpecker. Learn more at View source version on Contacts Media Contact Keely LeonardAffiniPay PR Director512-368-8988kleonard@ Sign in to access your portfolio
Yahoo
26-02-2025
- Business
- Yahoo
AffiniPay Announces Kaleidoscope: The Premiere Conference for Legal and Accounting Tech Professionals
Austin-Based Fintech Company Hosts Exclusive Event Benefitting Legal and Accounting Professionals AUSTIN, Texas, February 26, 2025--(BUSINESS WIRE)--AffiniPay, a leader in legal practice management, integrated payments, and embedded fintech solutions, announced today its inaugural Kaleidoscope conference, a bespoke event curated for legal and accounting professionals. Kaleidoscope, an exclusive two-day event, is packed with valuable insights and a variety of educational content. Attendees will enhance their expertise with live product demos and educational sessions on AffiniPay's technology stack, including LawPay, MyCase, CASEpeer, Docketwise, and CPACharge, while exploring the latest industry innovations. Kaleidoscope will also provide unique networking opportunities with AffiniPay executives, legal tech personalities, and like-minded professionals, creating a collaborative environment for sharing best practices and driving innovation in the industry. Kaleidoscope will feature: Keynote & General Sessions: Attendees will hear from AffiniPay's executive leadership team on how the company is driving change and setting the pace for the future of legal and accounting technology. These sessions will provide insights into the trends that matter most and how AffiniPay is building solutions tailored to meet the evolving needs of professionals. Breakout Sessions: Attendees can participate in 20+ specialized, interactive sessions tailored to their unique needs. From expert insights in practice management to navigating the future of embedded payments, these in-depth sessions will explore the issues that matter most to their practice. Panels & Podcasts: Interactive podcasts hosted by top media personalities from the legal and accounting industries as they explore key challenges, emerging trends, and new opportunities to connect and innovate. Networking Opportunities: Attendees will have the opportunity to connect with top-tier professionals in the legal and accounting sectors. They can exchange ideas, discuss innovations, and discover opportunities for collaboration that can propel their practice forward. "At AffiniPay, we're committed to innovation and working closely with our customers," said Dru Armstrong, Chief Executive Officer of AffiniPay. "Kaleidoscope reflects that commitment, providing a platform for us to share our latest advancements and collaborate on the future of legal and accounting technology." The conference will take place on September 2-4, 2025, in Austin, Texas. Those wishing to attend Kaleidoscope 2025 can express interest in reserving their seat today. For more information, please visit here. About AffiniPay AffiniPay is a market leader in practice management software and online payments for professionals serving legal, accounting, architectural, engineering, and construction firms. AffiniPay has been recognized as one of Inc. 5000's fastest-growing companies for 12 years in a row. Each of its brands leads the market it serves with solutions purpose-built by industry including LawPay, MyCase, CASEpeer, Docketwise, CPACharge, and AffiniPay for Associations. AffiniPay's solutions are trusted by more than 245,000 legal & accounting professionals with more than 150 strategic partnerships and endorsements, including the American Bar Association and the American Institute of Certified Public Accountants. Visit to learn more. View source version on Contacts Media Contact Keely LeonardAffiniPay PR Director512-368-8988kleonard@ Sign in to access your portfolio
