Invoicing Software for Accounting Firms

Advisory and other hourly work. Billed's time tracking page says: "Create an hourly rate project, set its hourly rate, and Billed tracks the charge for each task as you log it. From the project dashboard you can invoice one task or several at once." Set up a project for the client's advisory work and log each call or review as a task.

Fixed-fee work. Save each fixed-fee service you offer, such as a return you prepare, with its price. Billed's features page says you can "Save products and services in Billed App and pull these products quickly in your invoices."

Monthly bookkeeping. For a fee you bill every month, Billed's invoice software page says you set up a recurring profile once: "Choose the billing frequency (daily, weekly, monthly or yearly) and how many invoices to send, or keep sending until you stop." Its FAQ adds: "You can choose to send them automatically or save them as drafts to check first."

These are sample figures. A firm does three kinds of work for one small-business client in March.

Advisory: an hourly rate project at 175.00 an hour. A staff member logs 2 hours reviewing an entity change and 1.5 hours on a planning call. That's 350.00 plus 262.50, or 612.50 for 3.5 hours, and the firm invoices both tasks from the project dashboard.

Tax return: one invoice with a line for the return at 1,200.00, from a saved service, and a line for a 50.00 state filing fee the firm paid for the client. The invoice total is 1,250.00, and the engagement letter is attached to it.

Bookkeeping: the client's monthly recurring invoice for 450.00.

Across the three invoices, the client is billed 2,312.50 for March. The sample leaves out sales tax; whether a service or a reimbursed fee is taxable depends on where you work, so check with your state.

In the US, the Bureau of Labor Statistics (page last modified October 29, 2026) says of accountants and auditors: "Overtime hours are typical at certain periods of the year, such as for quarterly audits or during tax season." Those are the weeks when hours are easiest to lose.

Billed's time tracking page says "Billed breaks your time down by day and by week, so a missing entry is easy to spot before you bill."

For a team, the same page says: "Invite teammates, accountants and contractors to your Billed account and grant them permissions, so the whole team tracks its time in one place."

Billed's invoice software page says you can "Add files to your invoices and estimates." Attach the engagement letter to the first invoice for the work, so the agreed scope travels with the bill.

When you pay a fee for a client, such as a state filing fee, add it to their invoice as its own line, named for what it is, so it's separate from your fee. Billed's help center says: "Click 'Add a Line Item' and fill this section to charge against new items and services." Billed's expense tracking page says: "Attach the receipt when you record the expense, and it stays with that entry in your Billed account."

When a client asks for work outside the engagement, send an estimate first. Billed's features page says "your clients can approve or reject your estimates online" and that you can "Convert your estimate to invoice with a single click after getting approval from your client."

This page doesn't cover engagement letter terms, fee rules or professional standards for accountants. Check the rules that apply to your firm with your state board and professional body.

Billed's invoice software page says: "Connect Stripe and each invoice gets a pay button for card payments, or connect PayPal to add a PayPal option." It also says: "When a client pays by check or cash, record it as an offline payment so all your income is in one place." and "After a client pays, you can send them a payment receipt."

Billed's help center says you turn on payment reminders on the invoice, and "You can set a schedule of payment reminders before and after the invoice's due date." It also says "You can send up to three reminders." Billed's invoice software page says "Invoice reports show which invoices are paid, partially paid or past due."