Invoices against the client you already have
No re-typing entities or engagement details into separate software. The client record is the billing record.
Invoicing
Bill from the same record you work from
Most practices manage clients in one system and bill them in another, then reconcile the two by hand at month end. AudiTax raises invoices against the client record your team already works in, and tracks what has been paid.
Retainers that bill themselves
Recurring invoices go out on their own schedule, so monthly and quarterly retainers stop depending on someone remembering to raise them.
Payments tracked against the invoice
Each payment is recorded against the invoice it settles, so what a client owes is visible as you go rather than reconstructed at month end.
Frequently asked questions
- Does AudiTax handle recurring retainers?
- Yes. Recurring invoices are generated on a schedule by the platform.
- Can we see what each client owes?
- Yes payments are tracked against invoices, so outstanding amounts are visible per client.
- Is this a replacement for accounting software?
- No. AudiTax bills your clients for your firm's own services. It is not a general ledger or a bookkeeping package.
- Where do invoices live?
- On the client record, alongside the work they bill for.