Tax Preparation Billing Software
Tax-season project fees + monthly retainer for advisory + quarterly check-in billing. Tax-prep needs all three with recurring auto-charge.
7 days free · No credit card · Built in Florida
$8,420
47
Acme Office Park
Monthly maintenance
$485
Riverside Apartments
Quarterly service
$1,200
Downtown Plaza
Monthly recurring
$320
West End Hotel
Bi-weekly contract
$680
Real Smarfle UI · Live data from your tax preparation CRM
Why generic billing software fails tax preparation owners
Generic billing tools weren’t built for tax preparation. Smarfle was.
Generic billing software
What everyone else gives you
- Tax-season project fees collected 30 days after filing
- Monthly advisory retainer billing manual = late in busy weeks
- Quarterly check-in fees forgotten = lost retainer revenue
Smarfle for Tax Preparation
Built for your actual workflow
- Same-day invoice + saved-card auto-charge on filing completion
- Monthly recurring auto-charge against saved card eliminates the chase
- Quarterly recurring auto-charge handles check-in fees on cadence
How tax preparation billing works in Smarfle
From the first touch to the closed loop. No missing pieces.
- 1
Customer signs up for recurring service
Via portal subscribe button or office-generated first invoice. Card saves to Stripe Customer.
- 2
Auto-charge runs on schedule
Daily cron processes recurring invoices, charges saved cards off-session. tax preparation owner sleeps; revenue lands.
- 3
Failed cards trigger retries + emails
Stripe auto-retries 3-4 times. If all fail, customer gets an email link to update their card. No manual chase.
- 4
Customer gets receipt + invoice instantly
Each successful charge fires a receipt email + creates a Paid invoice in Smarfle. Aging report stays clean.
- 5
Owner sees monthly recurring revenue
Subscription dashboard shows what's coming next 30 days. Cashflow forecasting actually possible.
Where tax preparation billing breaks down
The friction every tax preparation owner recognizes.
Tax-season fees collected late
Filed return Friday, invoice waits, payment 30 days. Same-day invoice + saved card auto-charge fixes it.
Monthly advisory retainers billed manually
Manual monthly invoicing slips. Recurring auto-charge eliminates the chase.
Quarterly check-in fees inconsistent
Quarterly tax planning fees billed manually = some quarters forgotten. Recurring quarterly auto-charge fixes it.
Cut AR by 80% on recurring revenue
Auto-charge saved cards for recurring service contracts. Failed payments auto-retry + email customer. The chasing-payments task disappears.
<24h
AR cycle (recurring)
70%+
Failed payments recovered
5-8h/wk
Hours saved chasing
Based on typical tax preparation operations. Your numbers may vary.
Features powering tax preparation billing
Each one a deep-dive in its own right.
Recurring billing on auto-pilot
Set up monthly, quarterly, or annual service plans. Customer signs up once, Smarfle bills the same card every cycle, no manual invoicing required.
Learn moreSave card on file
Stripe Customer + saved payment method per client. After their first payment, future charges run off-session. No link to click, no card to re-enter.
Learn moreAuto-charge saved cards
Daily cron auto-charges saved cards for recurring invoices. Owner gets confirmation email when payment lands; client gets a receipt. Failed cards trigger an email asking the client to update.
Learn moreStripe Connect (your account, not ours)
Money goes straight to your bank via Stripe Connect Express. We charge 0.5% platform fee on top of Stripe's 2.9% + 30¢. ACH for invoices over $1k drops to 0.8% (cap $5).
Learn moreTax Preparation Billing Software CRM questions
Other tax preparation tools
Smarfle ships billing software alongside the rest of your CRM.
Billing Software for other industries
Same billing engine, tuned for each vertical.
Try Tax Preparation Billing Software free
7 days to test the full platform with your real tax preparation workflow. No credit card.
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