Return fees collected first

Tax preparation invoicing software

Tax preparation invoicing software for seasonal preparers and storefront offices. Each return is priced by the forms it needs, the client pays by text link before you transmit, and extensions, amended returns and prior-year filings bill as filings of their own.

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14 days free · No credit card · Built in Florida

Tax preparation invoice example

A family's federal and state returns with itemized deductions and a rental schedule.

Smarfle · Preparer invoice

Invoice

TX-1188

Due before e-file

Sent · awaiting payment

Bill to

Theo and Mira Lindgren

Kissimmee FL 34744

Form 1040, base return

1

$225.00

Schedule A, itemized deductions

1

$85.00

Schedule E, rental property

1

$150.00
Total due$460.00
Texted when the return was readyPay now

Example with sample data

Priced by the forms

The base 1040, each schedule and each state return carry your price. Preparers add the forms a return needed, and the client sees exactly why a rental owner pays more than a W-2 filer.

Services and pricing

Payment before transmission

Text the invoice when the return is ready for review. The client pays by card from the phone, and you transmit once the invoice shows paid.

Payment links

Extensions and amendments separately

An extension in April and the return in September are two filings, each with its own invoice. An amended return for a missed 1099 bills on a filing of its own.

Invoicing

Returns shared securely

The signed copy of the return goes into a private folder on the client's record, shared with them, with downloads through short-lived links rather than email attachments.

Document storage

Tax preparation invoicing features

What it does

  • Per-form pricing1040, schedules, states
  • Pay link before e-fileCard from a text
  • Separate filings per yearExtensions and amendments too
  • Private return copiesShort-lived download links

What it doesn't do

  • Fees from the refundUse a bank product provider
  • Tax software importAdd forms by hand
  • IRS e-fileTransmit from your tax software
  • Seasonal staff payHours tracked, payroll elsewhere

Tax preparation invoicing pricing

Per-form invoices are on every plan; seasonal preparers can be added in January and removed after April.

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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SMS, email, AI, and voice are billed pay-as-you-go. See every plan and usage rate →

Tax preparation invoice questions

Yes. Price returns by form, text the invoice and collect before you transmit.
No. Refund transfers need a bank product provider; Smarfle collects the fee directly.
Yes. Each schedule and state return is a service, added to the filing as needed.
No. Transmit from your tax software once the invoice is paid.
As its own filing with its own invoice, separate from the return that follows.
Yes. Add logins for the season and remove them after the deadline, within your plan's seats.
Yes. Record the cash payment, and the invoice shows paid.
Yes. Share it from the client's document folder, and they download it from their page.

Try tax preparation invoicing free

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

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