Client Portal
One place for clients to send everything, and it arrives already read and filed.
Solo practitioners / Invoicing & Billing
Send the invoice at delivery
Solo firms lose real money to late invoices and forgotten extras. With billing living next to the client’s work, the invoice goes out when the return does. The client pays online without mailing you anything.
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Invoices live with the client’s work
Clients pay online in the portal
Sent and paid tracked in one list
How billing keeps up
Create, send, and track each invoice.
Invoice where the work is
The client’s returns, books, and documents are already in front of you. The invoice is created right there, nothing forgotten.
It goes out with the return
Send at delivery, while the value is fresh. The client sees it in the same portal where their documents live.
They pay online
Card or bank payment straight from the invoice. Paid, sent, and outstanding are one list, with no separate tool to reconcile.
Invoicing questions
Online, from the invoice in their portal, or however they pay you today, with the invoice marked paid when it lands.
