All ideas / Accounting and tax
Billing and payment collection for accounting firms
Accounting firms need billing that passes card fees and collects payments reliably.
Why it can work
- Software cannot pass card fees to clients on invoices.
- Staff calculate recurring and per-check fees manually and resend invoices.
- Firms want payment before returns are presented to clients.
Watch out
- Clients may react badly to paying before receiving returns.
- Platform changes can break existing invoice payment automations.
First moveMap every fee rule firms currently calculate by hand.
How it scores
Stars come from the evidence below; each row links to it. How the Itch Rank works
How much it itches 25 of 40
Will people pay 0 of 35
The job to be done
Collect client payments and pass card fees
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.
How often posters face it
- Monthly2
- Every job1
- Yearly1
Pain proof
4 complaints from 2 communities
TaxDome dropped CPACharge, and its new payment flow requires clients to verify a bank account, blocking manual bank entry and breaking invoice payment automations.
Firm wants to collect payment before presenting the return, but is unsure how clients will react.
QuickBooks Online will not let the firm pass credit card fees to clients on invoices, so staff must manually calculate fees and resend invoices.
Show all
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.
If you started today
A first version, from what posters ask for
First version
Sources
Not found yet: Paid tasks, Success stories, Funds raised, Creator patterns, Product sunsets, Compliance needs, Search trends, Incumbent gaps. A missing layer scores zero in the Itch Rank.