What you get: Pro workflows
Engagement letter tracking, deposits, and milestone billing built for tax shops.
Product
Invoicing for Tax Professionals
Tenant-aware invoicing with deposits, engagement letters, and recurring schedules for multi-entity firms.
What you get: Role-aware approvals
Reviewer/approver flows with audit trails for staff and partners.
What you get: Collections that work
Automated reminders, surcharges, and ledger sync with professional dashboards.
Who it’s for
- Tax and accounting firms that need multi-tenant invoicing
- Partners who approve milestones before billing
- Operations teams that track deposits and collections