Invoicing and Payment

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

Payments

Electronic invoices and statements. Record payments and track balances.

Invoicing

Create client invoices. Quickly populate with over 20 default line item charges or customize your own.

Reporting

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

Can I use IRS Solutions to create and send invoices?

Client invoicing is included with your subscription. You’ll even have over 20 item templates to choose from, or you can add your own.

Can my clients make online payments to my invoice?

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.

Can I get Accounts Receivable reports?

Yes, you have access to payment, deposit reports, and detailed aging.

Can I enter payments if I'm not using CPACharge©?

Yes, you can manually enter checks, cash, etc. and post the payment to the appropriate invoice.

What if I get a retainer prior to creating an invoice?

IRS Solutions will allow you to input the retainer and then later apply it to appropriate invoice.

Will I be notified when I receive a payment?

If you are using CPACharge© , you’ll be notified both in the application as well as an email if you wish.

What Do Tax Pros Say About IRS Solutions^®?

Tax resolution specialists, CPAs, Enrolled Agents, accounting professionals, attorneys
and even ex-IRS agents all praise IRS Solutions.

"The software has saved me hours upon hours of work that I would have been doing manually."

Kenneth Waters, EA

The Crystal Group Tax & Business Services

Try IRS Solutions^® 100% Risk-Free

Membership in IRS Solutions comes with a money-back guarantee. Try the full platform for 60 days – everything we offer, not a pared-down trial version. We are so sure that you’re going to love it that we’ll give you a full refund if you don’t, no questions asked.

Let us show you how IRS Solutions can transform your tax practice.