Time and billing software for accountants and CPA firms.

Look for approved time with rates by role, fixed fees and retainers on one client invoice, review before send, client payment and reminders, and a clean hand-off to the firm's ledger. Invoicera covers those on Grow and above. Practice management, tax preparation and document collection need other tools.

Yes. Invoicera includes simple time capture on Grow and above, and time recorded in Harvest or Toggl can become invoice lines. A manager approves billable hours before billing. The iPhone and Android apps also log project time and create invoices from timesheets.

This page is for firms billing their own clients. If you advise clients on their billing and want to discuss a referral or advisory relationship, start on the partner page. No programme tier, commission or certification is promised unless agreed in writing.

Use this path when an accounting or CPA firm bills its own clients from approved time, fixed fees or retainers and more than one person prepares or reviews the invoices. Start with the actual source record, people and exception rather than a polished demonstration. The right fit should keep the amount, authority, current state and next action understandable when a normal input changes or a required detail is missing. Confirm the applicable plan and configuration before treating the example as your operating design.

Invoicera does not provide practice management, workpapers, tax preparation, document collection or bookkeeping, and it does not keep client ledgers. It bills the firm's own clients. A page title does not extend the documented product scope or decide a legal, tax, financial or contractual conclusion. Keep the responsible delivery, payment, books and professional-review processes in their established systems, and verify any material assumption before it changes an invoice, customer balance or published commitment.

Test one client with a monthly retainer, approved hours at two role rates, one fixed fee and one write-down that needs a partner's approval. Use a controlled billing record without real customer data and include one changed term, missing reference, partial amount or delayed decision. Ask a second reviewer to identify the current owner and next action without verbal guidance. Record any required integration, permission and plan limit as a pass-or-fail condition rather than assuming it from a general feature label.

Time can stay in Harvest or Toggl, while invoices and payments sync one way to the firm's QuickBooks Online or Xero, which remains the book of record. Name the object, direction, trigger, failure owner and authoritative system before implementation. A familiar vendor logo or exported file does not prove that every field or state is supported. Reconcile one small controlled batch first, retain the source evidence and keep ambiguous records open until a responsible reviewer resolves them.

Use current official product information, a controlled workflow review and attributable customer evidence where available. Do not substitute invented outcomes, generic badges or an unverified screenshot for proof. Record the evaluation date, assumptions, required plan, limitations and decision owner so another reviewer can reproduce why the product path was accepted.