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DynaTax AI

Invoices & firm books

Your practice is a business too.

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Included in: Professional plans

Bill your clients, take payment online, and keep your own firm's books in the same system.

Your practice is a business

Firm income, expenses and reports, in the same system as your clients' books.

Invoice and get paid

Send an invoice, take card payment, and watch it settle.

Time turns into revenue

Approved time becomes invoice lines without leaving the workspace.

How it works

  1. 1

    Set up the firm's books

    Your own chart of accounts and bank connection.

  2. 2

    Bill clients

    From engagements, projects or tracked time.

  3. 3

    Read your own numbers

    The same report set your clients get, pointed at your practice.

Invoices & firm books questions

Step-by-step guide to invoices & firm books

Works with

AI tax research

Ask a complex tax question and get an answer citing the code, regulations and IRS guidance.

Firm management

Members, roles, engagements and a view of who is carrying what across the practice.

Team chat

Internal chat per firm and per client engagement, separate from what the client sees.

Try invoices & firm books free for 14 days

No credit card required. Bring your existing books with you — imports never count against your plan.