Invoicing for Accountant / CPA Firm done right
Accountant / CPA Firm billing has its own quirks: retainers, trust accounting, time entries, milestone billing, escrow, hourly vs. flat fee, payment plans for clients who can't pay everything upfront. Generic SaaS invoicing tools rarely cover those — they assume a one-time product sale.
LuperIQ invoicing is opinionated about how accountant / cpa firm firms actually bill. Estimate templates with milestone slots. Time-tracking that rolls into the invoice. Trust-account-aware payment routing. Stripe, ACH, check-by-mail, and payment-plan support all wired in by default.
From estimate to paid
Every invoice starts as an estimate. Send it to the client; they review it on their phone or laptop, accept it, and the system converts it to a live invoice with a payment link. The estimate version is preserved so you have an audit trail of what was originally promised.
If the client wants to pay over time, the payment-plans module (built-in) splits the total into N installments with auto-charge dates. Clients see the schedule. You see what's been collected and what's still outstanding. No spreadsheet.
Built-in compliance: trust accounting and escrow
For accountant / cpa firm firms that hold client funds — settlement money, retainers, escrow — the invoicing layer keeps trust money separate from operating funds. Receipts, reconciliations, and end-of-period reports are exportable in formats your accountant will recognize.
This isn't a replacement for your bookkeeping software, but it makes sure what your client portal shows and what your invoices say match what your trust-account ledger expects. Discrepancies surface immediately rather than at audit time.
How invoicing fits the broader Accountant / CPA Firm cluster
Invoices link back to the client portal so clients can see history, download paid invoices, and re-pay an outstanding one in one click. They link to scheduling because every appointment becomes a billable event. And they link to marketing so review requests fire right after payment, when satisfaction is highest.
Done well, invoicing isn't friction — it's the moment that converts work into trust. Done badly, it's the place clients churn.