Billing Software Built for
Accountants

Invoices That Include Everything an Accounting Firm Needs

Every invoice captures engagement-specific details alongside your service line items — service type, billing period, entity type, and returns filed all on one clean PDF your clients can file for their own records.

• Engagement type and billing period captured per invoice
• Entity type (LLC, S-Corp, sole proprietor) documented
• Tax year and returns filed included on every invoice
• Retainer, hourly, and flat-fee billing as separate line items
• Automatically included in your PDF invoice

Accounting Schema — Ready to Use

The built-in accounting schema includes fields for service type, tax year, entity type, billing period, and returns filed. Select it on any invoice and those fields appear automatically — giving your clients a clear record of the engagement.

Build Your Own Schema

Run a tax-focused boutique, a forensic accounting practice, or a nonprofit bookkeeping service? Add custom fields for engagement letter numbers, preparer credentials, filing extensions, or any detail your practice documents — your schema, your invoice.

Customize Every Invoice

Choose your PDF theme, toggle which business details appear, set a default tax rate, and pre-select your preferred schema so every invoice starts perfectly.

Client Address Book

Store business name, contact, phone, email, and address once. Pull it up on any new invoice instantly.

Invoice History

Every invoice ever created is stored and searchable. Go back and reference any job, any client, any date.

Payment Status Tracking

Mark invoices as Draft, Pending, Paid, or Overdue. See at a glance what you're waiting on and what's been collected.

PDF Download

Every invoice generates a clean, print-ready PDF. Email it, print it, or save it to your records.

Real Numbers for Your Accounting Practice

When tax season rolls around — or you just want to know how the business is doing — the Reports section has you covered.

• Revenue summaries by date range
• Filter by client or invoice status
• See total billed, collected, and outstanding
• Export data for your accountant or bookkeeper
• Spot your most valuable clients at a glance

Bring Your Staff Accountants and Billing Coordinators In

Running a multi-partner firm with staff accountants and a billing coordinator? Invite your team so they can create and manage invoices under your firm's account — all tied to your client engagements and your revenue data.

• Invite employees by email — they sign in with their own account
• Employees access your client list and invoice history
• All invoices created by employees appear under your account
• Employee access is limited to clients and invoicing only
• Revoke access at any time from your Settings

Capture service type, billing period, entity type, tax year, and returns filed without squeezing critical details into a notes field.

Bill monthly retainers, quarterly filings, and one-time engagements as separate line items — with clear descriptions your clients can reconcile against their own records.

Your invoices look clean and authoritative — with your firm name, contact details, and all engagement information on one well-organized document.

Create invoices from client meetings, update payment status from your phone during tax season, and review annual revenue from anywhere you work.

Start free with your first client. Invite staff accountants as you grow. Add custom schemas for new service lines as your practice expands.

Every client, every engagement, every invoice is stored and searchable — so you can pull up prior period invoices or resend a PDF at tax time in seconds.