Tax preparation invoicing software
You deliver returns in April and chase the fees in May, which is the worst possible month to be asking. Smarfle raises the invoice at delivery from the client file with a payment link on it, so the fee is collected while the return is still fresh.
7 days free · No credit card · Built in Florida
Invoice
INV-00142
Issued recently
Bill to
Sarah Johnson
123 Oak Street, Orlando FL 32801
Labor. 2.5 hours @ $95/hr
Parts. Replacement components
Service call · diagnostic
Real Smarfle UI · Live data from your tax preparation CRM
Why generic invoicing software fails tax preparation owners
Generic invoicing tools weren’t built for tax preparation. Smarfle was.
Generic invoicing software
What everyone else gives you
- Season fees billed days after the filing goes out, so the cash lands a month behind the work
- Filing costs paid for the client disappear inside your preparation fee
- Audit defense added mid-preparation and forgotten by the time the fee is set
Smarfle for tax preparation
Built for your actual workflow
- The charge is raised as the return is handed over, carrying its own way to be settled
- Third-party filing charges sit as their own lines, separate from your fee
- Extra work added when it is agreed appears on the final document without being remembered
How tax preparation invoicing works in Smarfle
From the first touch to the closed loop. No missing pieces.
- 1
Work logged on the client file
What was prepared and how long it took sit on the record as season runs, not reconstructed in May when nobody remembers.
- 2
Add-on work recorded when it is agreed
Audit defense, amended returns and advisory conversations attach to the file at the point they happen, so they reach the invoice.
- 3
Invoice raised at delivery
The fee goes out when the return is handed over, which is the moment the client values it most and the moment they are easiest to reach.
- 4
Filing and third-party costs itemized
Charges you paid on their behalf appear as their own lines, so your fee is not carrying somebody else's cost.
- 5
Paid while the return is fresh
The client pays from the email during the week they are thinking about tax, rather than the month after they have stopped.
- 6
Fee history kept for next season
Last year's fee and what it covered are on the record, so this year's conversation starts from fact rather than recollection.
Where tax preparation invoicing breaks down
The friction every tax preparation owner recognizes.
The season delivers and the billing follows
Returns go out in April and the fees get raised in May. It is the worst month of the year to be asking, and by then the work is already a memory to the client.
Add-on work is agreed and forgotten
Audit defense, an amended return, an advisory call in March. All agreed in passing during the busiest weeks, and all reaching the fee only if somebody wrote them down at the time.
Filing costs paid out are absorbed
Charges settled on a client's behalf feel too small to separate. Inside a single fee they read as your price rising, and they quietly reduce what you actually kept.
420 returns, six weeks of billing
Four hundred and twenty returns a season, each billed somewhere between two and six weeks after it was handed over, is why the paperwork runs six weeks past the season itself. Every one of those weeks moves the charge further from the moment the client valued the work. Raised as the return is handed over, the two travel together and the six weeks disappear.
420
Returns a season
14-45
Days to invoice after
6
Weeks billing after season
Based on typical tax preparation operations. Your numbers may vary.
Features powering tax preparation invoicing
Each one a deep-dive in its own right.
Returns and letters on the file
A signed engagement letter and the filed return stay with the client they belong to, so a request for a prior year ends in a search rather than an archive dive.
Learn moreDeadlines as fields you define
Entity type, year end and filing status sit as named fields, so the working list for a season lives in the system rather than in a spreadsheet beside it.
Learn moreDocument chasing starts early
A message fires on the date you choose, so the request for missing records lands in February rather than the week before a deadline.
Learn moreYour firm on the paperwork
What a client keeps for their records carries your name, which is worth more in a business where the product is trust than in most.
Learn moreTax preparation invoicing software questions
Moving your tax preparation invoicing software off another tool?
Most tax preparation businesses arrive at Smarfle from one of the tools below. See a side-by-side comparison.
Other tax preparation tools
Smarfle ships invoicing software alongside the rest of your CRM.
Invoicing software for other industries
Same invoicing engine, tuned for each vertical.
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