Billing & firm operations

Intro to invoicing, payments, proposals, time tracking, and reporting in TaxDome.

TaxDome Payments explained

Accept card and ACH payments directly in TaxDome—no third-party redirects, no monthly fees, and full sync with QuickBooks and your pipelines

Learn TaxDome's main invoicing features including setup, billing, automation, and time tracking.

Learn how credit works in TaxDome, including how clients get credit and use it to pay invoices.

Overview of the services feature in TaxDome: what services are, how they fit into the billing workflow, and where they can be used.

Issue invoices, accept payments online, keep track of payment records, bill time and more.

Automate billing for ongoing services with scheduled payments and centralized management.

Learn how proposals help pitch services, define terms, automate payments, and simplify client onboarding.

Log hours, set rates, manage budgets, bill clients, and analyze team performance.

Explore tools for generating and analyzing reports to track firm performance.