Year-round clients and fee plans
Tax preparation billing software
Tax preparation billing software for offices that want income outside April. Year-round planning and estimated payment reminders are a monthly subscription clients start from your portal, a large return fee can be split into installments, and balances left after the season are reminded for you.
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.”
Get the tax preparation app
Year-round planning plans
Self-employed clients pay a monthly fee for quarterly estimate reminders, a midyear check-in and priority in March. They enroll through your portal, and every monthly payment comes with an emailed receipt.
Recurring plansInstallments on a big return
A $1,200 return with rental properties and a business can be split into three invoices with their own due dates, paid from a link or charged to a saved card.
InvoicingAfter the season ends
Extensions filed in October and returns released before payment leave balances. Overdue invoices are nudged by email and text while you rest.
Automatic emailsCards saved at intake
Send the card link with your intake documents. When the return is ready and the invoice goes out, that card pays it overnight.
PaymentsBalances from last season
Before you accept a client's documents next January, check whether last year's invoice is still sitting in the oldest aging column.
ReportsTax preparation billing software at a glance
What it does
- Year-round planning subscriptionsJoined in the portal
- Installment invoicesOwn due dates
- Off-season remindersEmail and text
- Saved cards from intakeCharged when sent
What it doesn't do
- Fees from refundsUse a bank product provider
- Seasonal pricing tablesUpdate service prices
- Preparer commission trackingRevenue by preparer in reports
- QuickBooks syncCSV export
Tax preparation billing pricing
Planning subscriptions, installments and off-season follow-ups are included in all plans, and Starter covers five preparers.
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 preparers ask about return fee billing
Is there billing software for tax preparers?
Can clients pay for tax planning monthly?
Can I split a large return fee?
Can fees come out of the refund?
Can I save a card at intake?
Are old balances followed up?
Can I see revenue per preparer?
Can a client check their balance?
More tax preparation software
Billing for related firms
Try tax preparation billing software free
14 days with every feature on your real tax preparation work. No credit card.