Time, Billing & Payments
Track time, create invoices, see balances, and give clients a clear, simple way to pay.
Billing shouldn't be disconnected from the work that generated it. TPP keeps time, invoices, and payment status tied to the same client record as the return, so your firm always knows what's outstanding and why.
Outstanding
$4,850
Invoices
5
Paid
$1,630
Overdue
$2,400
How it works
Log time or set a fixed fee against a client's engagement.
Generate an invoice directly from the work recorded — no separate spreadsheet.
Clients view what they owe and pay through the portal where payment is enabled.
Outstanding, paid, and overdue balances roll up by client and firm-wide.
Key capabilities
A real tax-practice scenario
Imagine it's two weeks after filing and a handful of invoices are still unpaid.
Your firm-wide billing view shows exactly which clients are overdue. You send a reminder directly from their record — the same place their return and documents already live.
Before TPP
After TPP
How TPP brings it together
= One connected tax practice.
You may also like
See deadlines, workload, returns in progress, outstanding documents, and bottlenecks — before they become problems.
Learn more →One reliable record for every client — contacts, entities, tax years, services, documents, tasks, and history, connected instead of scattered.
Learn more →One simple, secure home where clients upload documents, complete tasks, sign, message your firm, and check their return status.
Learn more →Explore the connected workspace
30-day free trial. Full access to every feature during your trial, subject to the applicable trial terms.