Professional reviewing invoices and payments dashboard

Billing · payments · e-sign

Invoices out. Signatures back.
Same afternoon.

The return is done, the letter is written — and both sit for two weeks because invoicing is a Friday chore and signatures live in three inboxes. We configure TaxDome billing and e-signature so the money and the 8879s arrive while the file is still warm.

◆Invoices auto-sent on job completion
◆Card & ACH payments from the portal
◆8879s and letters signed in minutes
◆Payment plans that collect themselves

Book a billing audit See packages

The collection gap

Slow billing is not a paperwork problem. It is a revenue problem.

Our audits of tax-firm billing find the same pattern: returns delivered instantly, invoices sent days later, payment links buried in emails, balance-due clients "following up next week." The median firm carries 23% of season revenue past 60 days.

TaxDome closes the loop inside the file: job completes, invoice generates and sends, the client pays by card in the portal, and the signed 8879 lands before the return transmits. We build that loop around your fee structure — flat, hourly, hybrid or value-priced.

The suite

Billing and signatures, configured end to end

This is the part of TaxDome most firms switch on halfway. We switch it on completely: invoice templates, payment rails, plans and signature flows built around how you actually price.

Invoicing

Auto invoices

Job completion triggers an invoice on your template — fixed fee or time-based — sent from your domain with the deliverable attached.

Payments

Card & ACH in portal

Clients pay in the portal or the mobile app; funds track to the client ledger. Refundable retainers handled cleanly.

Plans

Payment plans

Balance-due amounts split into automatic monthly charges. Collections become a setting, not a September project.

E-sign

Signature flows

Engagement letters, 8879s, POAs — sequential or parallel signing, audit trail, automatic archival to the client file.

Sync

Accounting sync

Revenue syncs to QuickBooks Online; your bookkeeper stops reconciling a portal by hand.

Dunning

Polite follow-ups

Overdue reminders in your voice, on your schedule, stopping the moment payment lands.

Packages

Four ways to fix the money loop

Package	Includes
Everyone startsBilling AuditWe review your current invoices, fee structure and DSO (days sales outstanding). You leave with three specific fixes, whether or not you hire us.	Your real numbers reviewed, three written fixes	Free40 min
Solo & smallBilling StarterInvoice templates, auto-send on completion, card & ACH payments, one reminder cadence, one training.	Invoice templates, auto-send, card & ACH payments	$420one-time
2-8 preparersPayments SuiteEverything in Starter plus payment plans, QuickBooks sync, retainers, dunning voice and two training sessions.	+ plans, QuickBooks sync, dunning, retainers	$1,280one-time
9+ preparersSignature & Collections CompleteAll payments work plus full e-signature flows (8879, letters, POAs), collections policy design and 45-day post-launch support.	+ full e-sign flows, collections policy, support	$2,600one-time

TaxDome subscription billed separately. Payment-processing fees are set by your merchant provider; we model them in the audit so there are no surprises.

From the books

The first pilot invoice

The loop, closed.

Five real invoices went out on day one of the pilot. This one came back paid in nine minutes.

The studio

Four people, money and signatures only

Alicia Bennett Founder

Ex-payments product manager; has configured billing for 150+ professional-services firms. Believes the best accounts-receivable department is a setting.

Yusuf Kaya Template designer

Invoices and letters that look like your brand, not like software defaults — down to the payment-button copy.

Grace Liu Payments engineer

Connects the rails: merchant accounts, ACH, card fees, QuickBooks sync, reconciliation rules and plan automation.

Owen Reyes Signature specialist

Builds e-signature flows that satisfy IRS e-file form requirements and your reviewer — sequence, audit trail, archival.

How it works

From first call to go-live

Audit

Forty minutes on your real numbers: fee types, invoice timing, DSO. Three specific fixes in writing, free.

Design

Invoice and letter templates, the payment copy, reminder cadence in your voice — approved by you before anything sends.

Build

Rails connected, plans configured, signature flows tested. We run a pilot batch of five real invoices end to end.

Launch & tune

First two weeks of live billing monitored; dunning tuned against real payment behavior.

Client stories

Firms that made the switch

"DSO from 51 days to 26 in the first season on the suite. The invoice arrives with the return, the 8879 arrives before I transmit. It feels rude how well it works."

Helen Zhou · CPA, 4 staff — Jersey City, NJ

"Balance-due clients used to be my fall project. Payment plans collect themselves now — $31,000 of last season's balances came in on schedule without one phone call."

Marcus Reed · EA, solo — Brooklyn, NY

"Owen rebuilt our 8879 flow: sequential signing, audit trail, auto-archival. My reviewer approved it in one read and my E&O carrier asked what changed. Nothing changed — everything just works now."

Patricia Nwosu · CPA firm, 11 preparers — Manhattan, NY

Before you book

Frequently asked questions

Yes — fixed-fee, hybrid and milestone invoices all configure cleanly. The audit maps your fee structure first; the system follows it, not the reverse.

Set by your merchant provider (card typically ~2.9%, ACH under 1%). We model your real volume in the audit so the math is yours, not a brochure's.

Yes — record the payment against the invoice and the ledger follows. The portal nudges card first, but no client is forced.

TaxDome e-signatures include an audit trail and satisfy IRS e-file signature requirements for forms including the 8879. Owen's flows are reviewed against your state's rules as well.

Starter is live in about 4 days; most firms see DSO change within the first invoicing cycle after launch.

No — independent consulting firm. Your TaxDome subscription and merchant account stay in your name. Our disclaimer says exactly that.

Book the audit

Forty minutes, your real numbers

Tell us your fee model and rough client count. We bring the DSO math to the call — the fixes follow.

Phone (212) 555-0161
Hours Mon-Fri 9am-7pm ET

Email [email protected]

Invoices out. Signatures back.Same afternoon.