Case Study: 1-800Accountant achieves flexible, multi-brand billing and Salesforce-integrated analytics with ChargeOver

1-800Accountant - Customer Case Study

1-800Accountant, a multi-brand tax and accounting services provider, faced complex billing needs: many subscriptions, bespoke pricing via a custom Salesforce pricing calculator, multiple brands with different payment gateways, and a requirement to tightly integrate with Salesforce. Their previous system, Zuora, was expensive and inflexible, so they turned to ChargeOver for a more configurable, Salesforce‑connected billing platform.

ChargeOver delivered a tailored implementation—tight Salesforce integration, custom-coded dashboards and data-transfer routines, white‑label invoices/emails, and multi-gateway support (First Data, Authorize.Net, NMI)—allowing reps to build quotes in Salesforce, present ChargeOver quotes, accept online or phone payments, and sync customers, invoices, subscriptions, payments, credits and refunds back to Salesforce. As a result, 1-800Accountant gained new analytics and reporting, clearer revenue visibility, and streamlined quoting, payment and multi-brand billing workflows through ChargeOver.

1-800Accountant

Ryan Teeples

Chief Technology Officer