Invoicing & payments
Invoicing and payments for CPA firms
CPArelay is invoicing software for CPA firms that connects billing to the work itself — log time, invoice unbilled hours, set up recurring billing, send reminders, and collect payment without leaving the workspace where the engagement lives.
Free trial · no credit card required
Credit card, ACH, Cash App Pay, offline payment notices, and client auto-pay for recurring invoices.
Invoicing
Create invoices without losing context
Bill for fixed work, deposits, progress, final balances, recurring services, or unbilled time. Invoice status and balance due live in the same workspace as the client work — so nothing finished sits unbilled and nothing overdue hides.
- Standard, deposit, progress, and final invoices.
- Send proposals clients can accept online — alongside signed engagement letters — then convert them into invoices.
- See pending, paid, and overdue status across the firm.
- Client statements answer "what do I owe?" before anyone calls.
Time tracking
Billable time tracking for CPA firms
Time tracking software for a CPA firm should end at an invoice, not a spreadsheet. Log time against a project, see unbilled hours build up, and turn them into an invoice when the work is ready to bill. Time entries stay firm-only — clients see the invoice, not your internal tracking.
- Log time quickly against the client or project.
- See unbilled hours per engagement at a glance.
- Invoice unbilled time in a couple of clicks.
- Firm-only: internal time never shows in the client portal.
Recurring billing & collection
Make getting paid part of the workflow
For monthly bookkeeping, payroll support, and advisory retainers, recurring billing software for CPA firms should run quietly in the background. Set the schedule, let clients enable auto-pay, and use reminders — not awkward phone calls — as payment collection software for the invoices that slip.
- Recurring invoices for monthly and annual services.
- Client auto-pay for repeat work.
- Payment reminders sent from the same place you see the overdue invoice.
- Accept credit card, ACH, and Cash App Pay; record offline payments too.
Billing that knows the work
Connected to the rest of the engagement
Billing works better when it lives next to the work. Invoices, payments, and time stay connected to the projects, documents, and sign-offs they came from.
Clients pay from the portal
Clients view outstanding invoices, statements, and payment options in their own portal — and pay without calling the office.
Client portalBill the engagement
Every invoice ties back to a project with its stage, checklist, and history — so you know exactly what you are billing for.
Engagement managementFrom signed to billed
Accepted proposals and signed engagement letters lead straight into invoicing, so billing starts from the agreed work.
Signatures & approvalsStop letting revenue slip through the cracks
Track time, invoice the work, and collect payment from the same workspace where the engagement happens.
Free trial · no credit card required