Monthly clients and tax season balances
Accounting billing software
Accounting billing software for CPA firms with clients on retainer. Monthly bookkeeping and advisory packages are subscriptions clients start from your portal, tax season invoices that linger into May are reminded for you, and every client's statement shows what has been paid this year.
A short tour of the screens this page describes. It is filmed with our demo pest control company, and every trade runs on the same screens.
- From $19/month
- 14-day free trial
- Same-day US support
“We run every customer conversation through Smarfle. Texts, emails and reminders are in one place, our customers love paying with Apple Pay, and when we are busy or closed the text bot answers new leads for us.”
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Bookkeeping packages every month
Sell bookkeeping at three monthly price points by transaction volume. A client picks theirs after logging in to your portal, billing repeats on that date every month, and every charge is logged as an invoice the client gets a receipt for.
Recurring plansTax season stragglers
Returns finished in March are invoiced with a due date. Clients who have not paid by May get reminders by email and text, so partners are not making collection calls during extension season.
Automatic emailsMoving clients between packages
When a client's business grows, they move up to the larger package themselves, with the prorated amount shown before they confirm.
Client portalBusiness clients by ACH
Turn on bank transfers for business clients with larger engagements, and Stripe's fee stays at $5 a payment instead of 2.9%.
PaymentsCPA billing statements per client
Each client's statement lists retainer payments and one-off invoices with a running balance, and the aging columns show who still owes from last season.
ReportsCPA billing software features
What it does
- Monthly bookkeeping subscriptionsStarted in the portal
- Package changes with prorationClient confirms
- Tax season remindersEmail and text
- Client statementsRetainers and invoices
What it doesn't do
- Billing by transaction countUse package tiers
- WIP and realizationRevenue reports only
- Practice management integrationSeparate systems
- QuickBooks syncCSV export
Accounting billing pricing
Client subscriptions, reminders and statements are on every plan; Professional fits a firm of ten.
Starter
Small teams adding tools and growth
$99/mo
- Up to 5 users (1 owner + 4 techs)
- Up to 2,000 clients
Most Popular
Professional
Growing service businesses
$199/mo
- Up to 10 users
- Up to 5,000 clients
SMS, email, AI, and voice are billed pay-as-you-go. See every plan and usage rate →
What accounting firms ask about billing
Is there billing software for accounting firms?
Can bookkeeping clients pay automatically each month?
Can I bill by number of transactions?
Are unpaid tax returns followed up?
Can a client upgrade their package?
Can business clients pay by ACH?
Does it report WIP or realization?
Can clients see their payment history?
More accounting software
Billing for related firms
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