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
Invoicing explained
Learn TaxDome's main invoicing features including setup, billing, automation, and time tracking.
QuickBooks integration for billing explained
Overview of TaxDome's QuickBooks Online integration for billing: how data syncs, what's supported, and key limitations.
Client's credit explained
Learn how credit works in TaxDome, including how clients get credit and use it to pay invoices.
Services explained
Overview of the services feature in TaxDome: what services are, how they fit into the billing workflow, and where they can be used.
One-time invoices explained
A one-time invoice is a manually created bill for a single, non-recurring service, with support for online payments, discounts, and automatic reminders.
Recurring invoices explained
A recurring invoice automatically generates and sends one-time invoices to a client on a set schedule, so you can bill repeat clients without manual work.
Proposals explained
A proposal lets you present your services, define terms, and collect payment authorization from a client, all in a single document they review and sign.
Time entries explained
A time entry records hours worked on a job or task at a set rate, so you can bill clients accurately, plan team capacity, and evaluate performance.
Reporting explained
Explore tools for generating and analyzing reports to track firm performance.