Get paid: proposals, engagement letters, invoices

Getting paid: using proposals, engagement letters, and billing functionality in TaxDome

Chasing clients for payment can be time-consuming. TaxDome’s built-in e-invoicing eliminates the hassle of chasing payments and makes it convenient for both you and your clients.

In this webinar, we’ll cover how to:

• Create one-time and recurring invoices
• Help your team track their billable hours
• Create and send proposals and engagement letters
• Connect your firm to payment providers: Stripe and CPACharge
• Sync TaxDome with QuickBooks

Check out our handout, which briefly covers all the key points: download the handout.

This webinar is a part of our ongoing webinar series, where you can get expert tips for automating your accounting, bookkeeping, and tax workflows: TaxDome webinars.

Want to learn more? Take the Academy course on payments, invoicing, and other related features in TaxDome: take the course.

Getting paid: using proposals, engagement letters, and billing functionality in TaxDome

Chasing clients for payment can be time-consuming. TaxDome’s built-in e-invoicing eliminates the hassle of chasing payments and makes it convenient for both you and your clients.

In this webinar, we’ll cover how to:

• Create one-time and recurring invoices
• Help your team track their billable hours
• Create and send proposals and engagement letters
• Connect your firm to payment providers: Stripe and CPACharge
• Sync TaxDome with QuickBooks

Check out our handout, which briefly covers all the key points: download the handout.

This webinar is a part of our ongoing webinar series, where you can get expert tips for automating your accounting, bookkeeping, and tax workflows: TaxDome webinars.

Want to learn more? Take the Academy course on payments, invoicing, and other related features in TaxDome: take the course.