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.
Invoice
AC-2604
Due before filing
Bill to
Lorna Castellanos
Castellanos Design LLC · Winter Park FL 32789
Form 1040 with Schedule C
1
State return
1
Tax planning call
1.5 hrs
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 pricingAdvisory 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 trackingPaid 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 linksDocuments 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 storageAccounting invoice software 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.
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 CPA firms ask about invoicing
Is there CPA invoicing software for small firms?
Can I bill per tax form?
Can advisory hours be billed from the timesheet?
Can I bill different clients different hourly rates?
Can monthly bookkeeping bill itself?
Can clients pay by ACH?
Can I share the finished return?
Does it connect to my tax software?
More accounting software
Invoicing for related firms
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