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Getting paid in TaxDome

Discover the basics of TaxDome and how to set up your TaxDome account from scratch.

🟡 Intermediate, 16 min video

Getting paid for your valuable services should be a simple and straightforward exchange between you and your clients. TaxDome provides you with a suite of efficient tools for tracking billable hours, streamlined invoice management and secure payment processing options. By utilizing the variety of payment methods that your clients expect and prefer you can capture more revenue and increase your accounts receivable turnover. 

In this webinar you’ll learn:

  • How to create and manage invoices 
  • How to integrate with Stripe and CPACharge for more payment options
  • All about QBO integration: send tax amounts to QuickBooks
  • How to incorporate ACH for automated billing workflow
  • How to improve your bottom line by locking documents to invoices
  • How TaxDome’s built-in time tracker keeps track of billable hours

Reading list

Read about advantages of ACH payments on our blog: More>>

More about ACH payments in TaxDome: More>>

Payment processing fees: More>>

Integration with QuickBooks: More>>

QuickBooks sync issues troubleshooting: More>>

Accepting ACH payments: More>>

Creating bill templates: More>>

Moving jobs once the bill is paid: More>>

Locking a document to a bill: More>>

Clients: paying bills from mobile app: More>>

Download TaxDome Client Portal mobile app on iOS an d Android

Clients: paying bills from browser: More>>

Making offline payments: More>>

Revenue and other reports: More>>

Tracking time within TaxDome: More>>

Linking invoices and other items to jobs: More>>

 

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