Seamless Invoicing for Tax Pros
- Operate completely within the system
- Brand and customize your invoices
- Record and apply payments against invoices
- Integrate with CPACharge© to process credit card payments
Manage Your Accounts
Streamlined Billing and Receiving
Electronic invoices and statements. Record payments and track balances.
Create client invoices. Quickly populate with over 20 default line item charges or customize your own.
Payment, deposit reports, and key business insights are all on the dashboard. Using CPACharge©, you receive notifications via email when a payment is received. Get a detailed aging report to help you stay on track.
Invoicing and Payments FAQs
Client invoicing is included with your subscription. You’ll even have over 20 item templates to choose from, or you can add your own.
IRS Solutions has partnered with CPACharge© to offer you the ability to take payments directly from your clients using their credit card or an eCheck.
Yes, you have access to payment, deposit reports, and detailed aging.
Yes, you can manually enter checks, cash, etc. and post the payment to the appropriate invoice.
IRS Solutions will allow you to input the retainer and then later apply it to appropriate invoice.
If you are using CPACharge© , you’ll be notified both in the application as well as an email if you wish.