Invoices & Billing

Great work.
Clear invoices.
Easy payments.

Track billable time and create branded invoices for tax preparation, accounting and bookkeeping services. Turn saved time into invoice items, share payment links and keep client balances in view—all inside TAAX.

Try an invoice Start Full Access Trial
Northstar Tax & Accounting icon compass

Invoice #1042

Bill to  Jason Parker

Due September 30, 2026

Tax preparation

1 × $450.00

$450.00

Total due · USD
Illustrative invoice · Sample data
Time → Invoice → Close

Show the work behind the invoice.

Review Jason’s sample time entries, try a timer, then preview the client invoice and close the example deal.

TAAX
Northstar Tax · Billing example

Jason Parker · Filing services

Draft

Browser-only example · No real invoice, payment or deal is created. Payment recording is simulated; no card details are requested. Closing this example does not mean a tax return has been filed.

From creation to getting paid

A simpler way to run your billing.

Make it yours

Create polished invoices with your branding, service details, taxes, and discounts.

Make it easy to pay

Share an invoice payment link or let clients pay through their portal.

Know where things stand

Keep invoices, balances, and payment history together with your client records.

Time tracking → client billing

Track the work.
Bill the time.

Start a timer for a client’s file and let TAAX track the time as you work. Your timer keeps running as you move between pages, so the work stays connected to the right client.

  1. Start with your clientChoose the client, describe the work and set your hourly rate.
  2. Track and savePause when needed, then stop and save the session to your time log.
  3. Turn time into an invoiceSelect saved entries for one client and choose a service. TAAX carries the tracked hours and rate into a draft invoice for you to review.
Try the timer →
CLIENT WORKSPACETime Tracking
● RUNNING · SAMPLE SESSION00:45:00

Jason Parker · Bookkeeping review

$120.00 / hour
PauseStop & save
SAVED TIME LOG
Bookkeeping review45 min
Jason ParkerUnbilled
Draft invoiceFor review

Bookkeeping review

0.75 hours Ă— $120.00$90.00
Illustrative workflow · Sample client, time and rate.
Your brand. Your invoice.

Professional before you press send.

Build a clear, branded invoice and see the client view as you work.

Every detail, in place

  • Brand colors and business details
  • Services, quantities, and rates
  • Taxes, discounts, and due dates

Invoice studio

Live preview

Northstar Tax

Brand theme · Navy & teal

Service details

Tax preparation · $450.00

Bookkeeping · $150.00

Subtotal

$600.00

Discount

−$60.00

Total due

$540.00

Illustrative invoice studio · Sample data
Invoices and Billing overview video
Take a quick look

See invoicing in action.

See how TAAX brings invoices, payment links and client billing together.

icon stars

TAAX Ai

Your workflow automated

Less chasing.
More clarity.

Keep your billing workflow moving with TAAX Ai. Review billing information, summarize outstanding invoices and prepare client follow-ups in the same workspace where you track time and manage invoices.

You stay in control

Let TAAX Ai help with billing summaries and reminder drafts while TAAX carries saved work time into your draft invoice. Review the hours, rates and invoice details, then approve client messages before sending.

TAAX Ai / Billing assistant

You

Draft a friendly reminder for invoice #1042.

Draft ready for your review

Hi Jason, a quick reminder that invoice #1042 for $450 is due September 30. You can view the invoice and payment options below. Thank you!

Illustrative Ai workflow · Review before sending
A shorter path to paid

One link.
An easier payment.

Send a payment link by email or message. Clients can open their invoice and pay through your connected payment provider.

Connected to your workflow

  • Client portal payments
  • Stripe and supported gateways
  • Payment history on the client profile
Northstar Tax

Your invoice is ready.

$450.00

Invoice #1042 · Tax preparation

Payment method

Credit or debit card
Processed by your connected provider

Illustrative payment view · Sample data
The big picture, together

Billing belongs with your clients.

Customer Manager

Open a client profile to see invoices, payment history, and outstanding balances.

See details

Task Manager

Keep billing follow-ups alongside the rest of your team's work.

See details

Client Portal

Give clients a convenient place to view their invoices and make payments.

See details
Good questions. Clear answers.

Invoices & billing FAQs

Yes. Add business details and branding, then preview the invoice before sending it.

Yes. Share an invoice payment link by email or message, or direct clients to their portal.

Connect Stripe or another supported payment gateway available in your TAAX account to accept invoice payments.

Yes. Add service details, quantities, and rates, then apply the relevant taxes and discounts.

Use TAAX Ai to review billing information and prepare reminder drafts. Check the details and approve your message before sending.

Turn completed work into paid invoices.

Bring your invoices, payments, and client records into TAAX Pro.

Start Full Access Trial No credit card required