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.

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CPA firm billing in Smarfle with monthly client subscriptions, open tax season invoices and aging totals
Retainer payments and tax season balances in one view.

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 plans

Tax 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 emails

Moving 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 portal

Business 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%.

Payments

A statement for every 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.

Reports

Accounting billing 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.

Solo

Sole operators getting started

$19/mo
  • 1 user
  • Up to 500 clients
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Starter

Small teams adding tools and growth

$99/mo
  • Up to 5 users (1 owner + 4 techs)
  • Up to 2,000 clients
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Professional

Growing service businesses

$199/mo
  • Up to 10 users
  • Up to 5,000 clients
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Business

Multi-location operations

$349/mo
  • Up to 30 users
  • Up to 10,000 clients
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SMS, email, AI, and voice are billed pay-as-you-go. See every plan and usage rate →

Accounting billing questions

Yes. Monthly packages run as subscriptions, and project and tax invoices are tracked with reminders.
Yes. Once they pick a package online, it bills their card every month.
Not automatically. Offer package tiers and move clients between them.
Yes. A return invoice left unpaid past its due date triggers automatic nudges.
Yes. Upgrades happen in their portal account after a prorated preview.
Yes. Turn bank transfers on per client; Stripe's fee is 0.8% up to $5.
No. Reports cover revenue and payments, not work in progress.
Yes. Their statement lists every invoice and payment for the year.

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14 days with every feature on your real accounting work. No credit card.

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