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Time & billing

Get paid on time with streamlined invoicing and client billing built into your workflow. Track billable hours and increase the productivity of your team. Create invoices in the same easy to use system.

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Time & billing

Grow with TaxDome

Get paid seamlessly

Thousands of firms prefer TaxDome over other software to improve the efficiency of their invoice-to-cash cycle and to get paid faster.

Process payments securely

Accept credit and debit cards (including Google Pay on your Android device), BACS, SEPA and ACH/echeck payments through TaxDome, with fully integrated secure payment processing. Your clients can pay you anytime, anywhere – via Stripe or CPACharge.

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Set up recurring invoices and payments

Put your billing process on autopilot: automatically invoice and charge customers on a set schedule. Get paid faster for your recurring projects (bookkeeping, payroll, accounting) to keep your revenue stream flowing.

 

97% of accountants and CPAs either already use recurring invoices or are planning to incorporate them into their practice (based on a TaxDome survey of 300+ participants)

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Integrated time & billing

Track time effortlessly for precise invoices and payroll. Create invoices from time entries with custom hourly rates per team member, per service. Finally, link time entries to Jobs to track profitability.

 Track work in progress (WIP) to see unbilled work for each client and create invoices in a few clicks.

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Customize invoice design for your brand

Promote your brand with the ability to fully customize your invoices and showcase your firm’s professionalism. Avoid client confusion and get paid faster with more control over the information you want clients to see, and preview your invoice PDFs for accuracy, exactly as your clients will see them — so you’ll always hit send with confidence.

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Process payments securely
Set up recurring invoices and payments
Integrated time & billing
Customize invoice design for your brand
Tranika Warner,

For invoices, I do use TaxDome reminders if invoices are unpaid. I also integrated my QuickBooks, so it’s all automatically synced. Huge time saver! It’s really easy to categorize the payments. We are also using the function that allows you to lock documents to bills: I can lock documents to ensure I get paid!

Tranika Warner,

Founder of TMW Financial Solutions
Matt Metras,

The ability to sign and pay directly in the TaxDome client portal has been very well received by my clients.

Matt Metras,

Founder of MDM Financial Services
Shawn Dowds,

We plan on adding licenses for our team members as we continue to integrate our processes and get our team on board fully. We are excited about the time tracker and invoices.

Shawn Dowds,

Founder of Meridian Accounting

Showcase your value

Effective invoice proposals

Create and customize proposals that are built-into your practice management system and invoicing process. Seal the deals in half the time and effort: a client accepts the proposal, e-signs in and makes a payment — in just a few clicks, all on the same screen. Start every new working relationship with confidence and security.

Effective invoice proposals

Pay on the go

Provide a seamless mobile experience for your clients

TaxDome’s client mobile app provides a full-scale streamlined payment process for you and your clients. Push notifications pop up for clients once invoices are ready to be paid.

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Provide a seamless mobile experience for your clients

Earn more with an all-in-one approach to your payments

TaxDome helps you get paid without delays and having to chase your clients. Increase cash flow by leaving repetitive work behind. Stand out from the competition with branded invoices. Reduce manual reconciliation while ensuring that you get timely payment for your work. Generate custom reports to understand your revenue and firm performance.

Custom automations

Custom automations

Robust invoicing based on your firm’s needs

Lock docs to invoices

Lock docs to invoices

Clients can view files only when you got paid

Analyze billing data

Analyze billing data

Analyze data and track your growth

Branded invoices

Branded invoices

Send custom-branded printable PDF invoices

Implementation and Training "We have you covered"

Personalized support and assistance to ensure your firm’s success, as an add-on service. Learning new software can be intimidating, which is why our team will create a customized plan based on your firm size, services, and goals with full access to:

  • The knowledge base
  • TaxDome Academy
  • Webinars
  • TaxDome community
  • Premium support
  • Free group onboarding
  • Paid advanced team training
Implementation and Training

Your concerns, answered

Frequently asked questions

How do I start invoicing clients and collecting payments through TaxDome?

Connect your Stripe or CPACharge account, or both, to TaxDome to start accepting credit card, debit card, and eCheck (ACH) payments digitally. BACS and SEPA options also available.

Can I integrate my QuickBooks Online account?

Definitely. Connecting your TaxDome account with QuickBooks Online lets the systems automatically sync your invoices and payments from TaxDome directly into your QuickBooks account.

Is it safe to process payments through TaxDome?

Yes, we employ a number of industry standards to keep your and your clients’ data protected and secure.

Can a married couple have mutual access to an account?

Yes, every account can have more than one person with their own login and access.

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