Proposals, Invoicing & Stripe Payments

CPA firm billing, invoicing & Stripe payment software

Turn accepted proposals and unbilled project hours into branded invoices in seconds. Track internal write-downs privately, review recurring monthly drafts before they go out, and accept Stripe ACH, credit card, and Cash App Pay with optional processing fee passthrough.

Request a firm invitation Read the FAQ

Direct payouts to your own Stripe account · Zero CPA Relay markup

app.cparelay.com/roland-heart-cpas/invoices

Invoices dashboard in CPA Relay showing Outstanding, Overdue, Open Proposals, and Collected totals

Proposals & staged billing

Quote the engagement once, then bill a deposit, progress draw, or final balance

Pull labor rates and catalog services from your Price Book, attach scope PDFs, or mark uncertain lines as Price TBD. Clients accept online with a typed electronic signature—and if scope changes later, click Revise and prior deposits automatically credit against the revised total.

One-click staged invoicing: Convert an accepted proposal into a deposit, progress, or final invoice—CPA Relay prevents billing more than is left on the deal.
Private Write-downs & Write-ups: Adjust a time line on an invoice and CPA Relay records "Time value $292.50 · Written down $42.50" plus your internal reason note—while showing the client only the final price.
Draft-first recurring schedules: Monthly bookkeeping schedules generate draft invoices for your review so you never blindly bill a client mid-dispute.

app.cparelay.com/proposals/PROP-RH12

Proposal details and staged invoice conversion in CPA Relay

Stripe payouts & fee passthrough

Keep 100% of your fee with automatic Stripe fee passthrough

Connect your firm's Stripe account to take Credit Card, ACH bank transfer, and Cash App Pay (or record paper checks and cash). Turn on fee passthrough in Settings and the client covers the processing fee on top of the invoice.

Exact net-zero fee math: Grosses up the surcharge so you receive the full invoice balance after Stripe's cut (2.9% + $0.30 for card/Cash App Pay, or 0.8% capped at $5 on ACH-only bills).
Client Auto-Pay & reminder schedules: Clients can enable Auto-Pay for recurring retainers, and unpaid invoices follow your automated reminder schedule (default -3, 0, 3, 7, 14 days).
Public payment page & Accounting summary: Includes a general payment link (/pay/your-firm) with Freeform payment matching, client monthly statements, and an Accounting page summarizing invoiced, collected, written-off, sales tax, and processing fee totals.

Explore time tracking & Price Book

Invoice Line · Firm View vs. Client View Firm write-down tracked

S-Corp tax prep & depreciation review Time value $1,350.00 · Written down $150.00 ("First-year courtesy discount")

Billed $1,200.00

Online payment fee passthrough Client pays processing surcharge · Firm nets 100% of balance

Optional setting

Payment reminders (-3, 0, 3, 7, 14 days) Automatically stops the instant payment clears

Active

Related features & comparisons

Billing resources and software alternatives

Companion feature

Time Tracking & Price Book

Log billable time in 6- or 15-minute increments and convert unbilled hours directly to invoices.

Explore time tracking

Comparison

CPA Relay vs. Canopy Tax

Compare one all-inclusive per-seat price against Canopy's add-on modules.

Compare suites

Practitioner Guide

Practice Management for Small CPA Firms

How connected proposals, time tracking, and Stripe billing eliminate unbilled advisory work.

Read evaluation guide

Get paid online without losing 3% to merchant fees

Request an invitation for your practice to connect your Stripe account and test CPA Relay's billing loop.

Request a firm invitation Read our FAQ

Works with your existing Stripe account · Zero CPA Relay transaction cut