TaxDome Payments explained

TaxDome Payments is an integrated payment solution built into TaxDome, powered by Stripe. It lets you accept card and ACH payments directly in the platform—no third-party redirects, no manual reconciliation, and full sync with QuickBooks and your pipelines.

Coming soon!

TaxDome Payments is available to all US firms that haven’t connected Stripe, while those with Stripe will be migrated in a later phase. We are gradually rolling out the feature to all users.

TaxDome Payments at a glance

TaxDome Payments lets you:

• Lock documents until payment is received
• QuickBooks sync without manual adjustments
• Pass processing costs to clients with a technology fee
• Pay on behalf of a client
• Automate invoice sending and job progression

Lock documents until payment is received

You can lock documents to invoices , ensuring clients can only access files after payment is received.

For bank debit payments, you can control when a locked document becomes available: either once the bank confirms the transfer or immediately after the client initiates the payment.

QuickBooks sync without manual adjustments

All transactions and fees sync reliably to QuickBooks without manual adjustments. Transaction fees are automatically recorded as expenses .

Pass processing costs to clients with a technology fee

You can charge clients a 3% payment technology fee when they pay by credit card, helping offset processing costs. You can also exempt specific clients from the fee, either from your firm settings or directly from a client’s profile.

Pay on behalf of a client

If a client is unable to complete payment themselves, you can pay on their behalf using a saved payment method, by entering new card details, by logging in to the client’s bank account, or by entering bank account details manually. Card and bank details entered this way are saved to the client’s account for future use. You can also pay multiple invoices at once from the client’s profile.

Note

When you enter bank account details manually on a client’s behalf, microdeposit verification is skipped and payment can be initiated immediately.

Automate invoice sending and job progression

To reduce manual follow-up, you can automate invoice sending via pipeline automations : an invoice is automatically sent when a job reaches a specific stage, and the job moves forward once the client pays in full.

Transaction fees

There are no monthly fees and no hidden costs. You only pay per transaction:

• Cards & wallets: 2.9% + $0.30 per transaction
• American Express & international cards: Additional 1% per transaction
• ACH debit: 1% per transaction (maximum $10)

TaxDome Payments uses a net settlement model: processing fees are deducted from each payout rather than billed separately. Your Stripe dashboard provides detailed reports showing the gross amount, processing fee, and net amount for each transaction.

How TaxDome Payments works

In general, the TaxDome Payments workflow is:

1. Set up TaxDome Payments — connect your bank account and configure your payout settings.
2. Select payment methods — choose which payment types to accept: cards, ACH, or both.
3. Issue invoices — send one-time or recurring invoices to clients.
4. Clients pay — clients pay directly in the portal, via the mobile app, or through a secure link.
5. Receive payouts — funds are deposited to your bank account after processing fees are deducted.

Client view

When you issue an invoice, the client receives a notification and can pay directly in their client portal, via the TaxDome mobile app , or through a secure link without logging in .

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