Return fees and advisory hours

Accounting invoicing software

Accounting invoicing software for CPA firms and bookkeepers. Returns bill at a fixed fee per form, advisory work fills in from the hours your accountants log, and clients pay from a link before you file, with the statement showing what is still open.

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CPA firm invoice example

A small business owner's return and a planning call, billed on one invoice.

Smarfle · Firm invoice

Invoice

AC-2604

Due before filing

Sent · awaiting payment

Bill to

Lorna Castellanos

Castellanos Design LLC · Winter Park FL 32789

Form 1040 with Schedule C

1

$650.00

State return

1

$125.00

Tax planning call

1.5 hrs

$262.50
Total due$1,037.50
Emailed with the return summaryPay now

Example with sample data

Fixed fees per form

Price a 1040, a Schedule C, an 1120-S and each state return as their own services. The engagement lists the forms, and the invoice prices them the same way for every client.

Services and pricing

Advisory hours from the timesheet

Accountants log time on the engagement as they work. When you invoice it, billable entries arrive as lines at each accountant's hourly rate, so a planning call is never forgotten.

Time tracking

Paid before you file

Send the invoice with the return summary and hold the e-file until it is paid. Business clients may use ACH, and a card on file can be charged with one click.

Payment links

Documents next to the bill

Upload the finished return to the client's private folder and share it, so the client's page holds the return copy beside their invoices and statement.

Document storage

Accounting invoicing features

What it does

  • Fixed fees per tax formYour own price list
  • Billable hours on the invoiceFrom logged time
  • Saved-card chargeOne click from the invoice
  • Shared return copiesPrivate by default

What it doesn't do

  • Tax software integrationPrepare returns as you do now
  • Different rates per clientOne rate per accountant
  • WIP and realization reportsRevenue reports only
  • Engagement letter templatesPut terms in the estimate notes

Accounting invoicing pricing

One practitioner can bill on Solo for $19; Professional covers ten accountants and staff for $199.

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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Most Popular

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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Accounting invoice questions

Yes. Fixed fees, logged hours and payment links work for one practitioner or a firm of ten.
Yes. Each form is a service with your price, and the forms on the engagement fill the invoice.
Yes. Billable time on the engagement arrives as lines when you invoice it.
No. Each person has one hourly rate, so adjust a line by hand when a client has a special rate.
Yes. The client picks the bookkeeping plan after logging in to your portal, then pays for it monthly by card.
Yes. Turn ACH on for business clients, and Stripe's fee on a large invoice stays at $5.
Yes. Upload it to the client's folder and switch sharing on, and it appears on their page.
No. Prepare returns in your tax program and use Smarfle to bill and get paid.

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