The part of accounting no one loves talking about: getting paid
Let’s be real—most accountants didn’t get into this business because they love invoicing. You did it for the strategy, the numbers, the satisfaction of solving problems. But somewhere between onboarding new clients and filing returns, you end up spending hours doing… collections. And honestly? It’s exhausting.
We’ve all had those moments—chasing payments, resending invoices, writing awkward “just checking in” emails that feel more like begging than billing.
That’s why billing software for accountants shouldn’t just be a tool—it should be a quiet, reliable assistant that handles payments behind the scenes while you get back to actual accounting. That’s exactly what TaxDome is built to do.
Why invoicing is harder than it should be
In a perfect world, invoicing is simple. You do the work, send the bill, get paid. But for most firms, it’s anything but. Maybe your invoices are in QuickBooks, your reminders are in your email inbox, and payment status lives in a color-coded spreadsheet that only one person knows how to use. When a client needs a copy of an old invoice or asks why they haven’t received one, it often becomes a digital scavenger hunt.
The follow-up game isn’t much better. In busy periods, you forget to send reminders—or worse, forget to send the invoice altogether. And because there’s no system guiding when or how to follow up, late payments pile up and cash flow becomes unpredictable. It’s not that you’re disorganized—it’s that the tools don’t talk to each other.
How TaxDome flips the billing script
Rather than bolting on invoicing as an afterthought, TaxDome builds it into the way you already work. You can create branded invoice templates that match your firm’s tone and visual identity, and then connect those templates to specific milestones in your workflows. For example, as soon as a job reaches a certain stage—like “Prep Complete” or “Ready for Review”—the system knows to automatically send an invoice. No manual steps. No mental load.
Everything lives inside the client portal. Clients log in to the same place they already use for messaging, documents, and signatures, and now they’ll see their invoice, too. They can pay right from there, using a credit card or ACH—whichever works best for them. And since TaxDome integrates with Stripe and CPACharge, the setup is fast and secure.
The real bonus? You get notified as soon as payments come in, and the system takes care of late reminders. No more chasing. No more “just checking” emails. Just clarity and calm.
Visibility that keeps you in control
TaxDome doesn’t stop at sending invoices—it gives you full visibility into where every dollar stands. From a single screen, you can see all active, paid, and overdue invoices. It’s not a cluttered table of data—it’s an intuitive dashboard that helps you make decisions quickly.
Let’s say a client made a partial payment—you’ll see that reflected immediately. Their payment status is synced to their profile, and your team can see whether or not to continue work based on real-time updates. That alone eliminates countless back-and-forth emails asking, “Did they pay yet?”
And for compliance or client reporting, every transaction is logged and easy to access. You’re not digging through folders or bouncing between apps. It’s just there, ready when you need it.
It’s better for clients, too
Smooth billing isn’t just a win for your firm—it improves the client experience, too. Clients appreciate clarity. When everything is in one place and they can pay with a couple of clicks, you reduce confusion and delay.
There’s no need to email back and forth asking how to pay. There’s no waiting for paper checks. And because they’re already familiar with your portal from previous tasks, billing doesn’t feel like a separate process. It just feels like part of working with your firm.
How to roll this out without overwhelming your team
The best way to start is to set up your invoice templates with your services and branding. Make it feel like an extension of your website or email tone—professional, polished, and clear. Then, link your Stripe or CPACharge account so you can start accepting payments right away.
Once that’s ready, add invoice triggers to your existing job workflows. For example, you might decide that an invoice should go out automatically when the job reaches “Client Review.” You set it once, and it runs on autopilot from there.
Finally, activate automatic payment reminders. It’s a small step with a big payoff—clients stay informed, and your team no longer has to follow up manually. It’s one of those changes you make once and feel the impact for months.
Final thoughts: make payments part of the process, not a separate project
Most firms don’t struggle with billing because they lack discipline. They struggle because their tools don’t support them. TaxDome fixes that by treating billing like a first-class citizen—fully integrated, fully automated, and fully reliable.
When you stop treating payments like a to-do and start treating them like a flow, everything else gets easier. Your team spends less time on admin. Your clients get a better experience. And your cash flow becomes far more predictable.
And honestly—if you could let your invoicing run itself in the background, why wouldn’t you?
