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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

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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. Utilizing a variety of payment methods your clients expect and prefer helps capture more revenue and increase your account 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
  • 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
  • TaxDome’s built-in time tracker to keep track of billable hours

New to TaxDome?

Reading type?

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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