Invoicing and Payment Software for Accountants

Tax service providers must be meticulous about money details for their clients, but tracking and billing clients for services can be strained with every other aspect of your business.

With TaxGlobal, that’s not an issue. Run your accounting practice efficiently, send invoices directly, and track their statuses from an easy-to-use dashboard. 

Know more

Streamline invoicing with payment
solutions for accountants

  • Use our dashboard for a top-
    down view of all pending invoices 

    TaxGlobal has separate dashboards for accounting professionals and customers, allowing service seekers and service providers to view the statuses of all invoices. The clean dashboard layout lets tax professionals easily stay on top of all pending invoices, making sure nothing gets lost in the fray.

  • Use the TaxGlobal
    invoice builder

    TaxGlobal allows you to create personalized invoices using a designated template. Your default preferences will be maintained, and you can update information on the template by filling in details and using the dropdown menus. After sending the invoice, it will instantly save in the client portal for your records.

  • Bill clients directly through
    PMs and email

    Sending invoices with TaxGlobal is simple. Once a service is completed, you can easily create an invoice and send it directly through private messages or emails. Your clients can correspond with you and access their invoices, ensuring timely payments.

  • Securely connect your bank
    account to receive payments

    No worries about using another platform for receiving payment from invoices! With TaxGlobal, you can enter your bank account information, all completely secure due to Stripe integration, and receive all payments directly!

  • Check out our CRM features to view deal value at a glance

    The money doesn’t stop there. Understanding where a customer is in the marketing funnel, what kind of services they’re looking for, and their deal values is essential to building connections with clients. Accounting professionals can rely on TaxGlobal as a sophisticated CRM that gives them a comprehensive view of the customer journey at a glance.

See what people have to say about TaxGlobal

Accountants, tax professionals, and customers alike have high praise for the speed and efficiency of TaxGlobal.
  • *****
    The beauty of TaxGlobal lies in its ability to consolidate everything onto a single platform. Previously, I relied on multiple systems, tools, and services to run my practice. Now, I can manage it all through TaxGlobal. From marketing and generating leads to communicating with clients and providing services, TaxGlobal makes everything seamless.
    Kinjal Buch, CPA
  • *****
    As a new firm owner, who has just got into the business of providing tax and accounting services, my number one problem has been getting good leads, which has been solved very efficiently by signing up on TaxGlobal’s platform, as most users on the platform are looking for service providers like me. Also, Taby has become my go-to research tool for all my tax and accounting research.
    Kevin P, CPA
  • *****
    Finding and retaining top talent has always been a major challenge for me. TaxGlobal's extended team made it easy and efficient to find top-tier talent. The best part is their flexible engagement models, which allow me to scale my operations based on my seasonal business needs.
    Brian Jackson, CPA

How the invoicing and payment
software for CPAs works

  • Step 1

    See your work
    with clients

    With TaxGlobal, finding new clients to work with is effortless. Easily search through conversations and services when calculating costs for the client.
  • Step 2

    Create a personalized invoice

    Using the TaxGlobal invoice builder, you can upload an invoice template or create something new, then fill it in with the client’s details like services rendered and itemized costs. There’s certain information that can easily be updated with dropdowns, too—anything to make your life easier!
  • Step 3

    Share invoice
    with clients

    Once an invoice is created, it can be shared with the client through a direct message or email, including any other emails involved in the transaction. When they receive it, clients will be able to view all pending invoices on their own dashboard. Invoicing clients directly has never been easier.
  • Step 4

    Track the status
    of each invoice

    Using your invoicing dashboard, you’ll have a bird’s eye view of all the invoices you’ve sent out: the amount, the invoice number, the name of the recipient, the status, and the due date. At any time, you can edit an invoice with new information, and statuses can be updated manually as well.
  • Step 5

    Get payments right
    to your wallet

    So long as you’ve entered a bank account destination, any payments you receive will be directed right to you—no fees, no obstacles. TaxGlobal wants to ensure your business runs smoothly, and that means getting the money you earned as fast as possible!

Benefits of TaxGlobal’s
payment solution

  • Never miss a payment
    from a client

    Any tax service provider knows how tricky it can be to keep tabs on invoices, though this could mean missing out on valuable resources. The invoice dashboard’s main purpose is to ensure that you know all the invoices you’ve sent out, the amount, and their current status.

  • Making paying invoices easier
    for everyone 

    Clients may have a difficult time keeping track of payments, too. You’ll benefit from the fact that they have their own dashboard, and they have multiple payment options to route to you: card, bank account, or Google Pay. Plus, invoicing can take a matter of minutes when you’re in direct contact with the client.

  • Grow your business, invoice more

    Another big aspect of TaxGlobal is matching individuals and businesses with experienced CPAs, and that means you might see a huge influx of clients. That means more payments to your door and a dashboard to easily track them. Nothing better than that, right?

FAQs about TaxGlobal time
invoicing and payments

  • Why is time tracking important for accountants?

    This resource is mostly for tax professionals who charge an hourly rate to bill correctly. Time tracking software also helps firms better understand their employee workloads—clarifying how they can better allocate resources and responsibilities on a project-by-project basis.

  • How much should I charge for accounting services?

    Accounting fees vary across services and clients, but Forbes suggests that rates can range from $37 to $400 an hour. What you charge is up to you, and TaxGlobal allows you to specify how much particular services are in your invoices.

  • How do you bill for accounting services on TaxGlobal?

    TaxGlobal allows accounting professionals to send invoices and billing documents directly to their clients’ emails or private messages within TaxGlobal. Service providers can use the dashboard to view the status of client billing.

  • Is TaxGlobal billing software secure?

    The team at TaxGlobal understands that all financial documents—including invoices and payment documents—contain confidential information. That’s why we employ bank-level security for customers’ files and hosts on AWS servers, ensuring that all transactions remain protected.

  • Does billing through TaxGlobal require a subscription?

    Accessing the quick, streamlined billing capabilities of TaxGlobal does require a subscription. However, there are subscription plans to meet the needs of various business owners.

  • How do I get started with the TaxGlobal time tracking and billing solution?

    Visit the TaxGlobal website to sign up for the right subscription plan for your business. If you have any questions, you may reach the TaxGlobal team at info@taxglobal.com.

Check out the other features of our
full-service platform

Register for TaxGlobal
today — because time is money

Using TaxGlobal as invoicing and payment software for accountants will save service providers time and effort while making sure the money keeps coming.

With TaxGlobal, tax professionals have the peace of mind of securely viewing and sending invoices and billing documents through a single platform—saving their teams time and labor. Never miss out on a payment from your clients with TaxGlobal!
Register now