All ideas / Accounting and tax
Billing and payment collection for accounting firms
Billing and payment collection for accounting and tax firms
How much it itches 25 of 40
Will people pay 0 of 35
- Job to be done
- When accounting firms using QuickBooks Online, Sage or TaxDome cannot pass card fees to clients or collect recurring and per-check fees reliably, staff need an integrated billing and payment collection tool, so they can get paid before or on delivery without manual fee math and resent invoices.
- Buyer
- Small tax, bookkeeping and payroll firms
- How often it comes up
- Monthly
- How critical
- Critical
- Evidence layers
- 1 of 9
- What to build
- Billing and payment collection for accounting firms is a workflow tool that must sit inside the firms' existing accounting platforms.
Customer complaints 4
Owners and users describing the problem in their own words: Reddit, low-star reviews, App Store, Ask HN.
TaxDome dropped CPACharge, and its new payment flow requires clients to verify a bank account, blocking manual bank entry and breaking invoice payment automations.
r/taxpros 50 upvotes
Firm wants to collect payment before presenting the return, but is unsure how clients will react.
r/taxpros 35 upvotes
QuickBooks Online will not let the firm pass credit card fees to clients on invoices, so staff must manually calculate fees and resend invoices.
r/taxpros 11 upvotes
Bookkeeping firm lost its long-used software and the replacement Sage A/R features are weak for billing recurring bookkeeping fees and per-check payroll fees.
r/Bookkeeping 4 upvotes
No evidence found yet for: Paid tasks, Success stories, Funds raised, Creator patterns, Product sunsets, Compliance needs, Search trends, Incumbent gaps.