Tax Pay CPA Firm

The Challenge

The firm was chasing client payments across Zelle, paper checks and email reminders, with no single view of who owed what.

Generic invoicing tools didn't match how the practice billed.

Our Solution

We built an integrated payments, invoicing and CRM platform with a dashboard that shows the firm exactly which clients have paid, which haven't, and which are slipping.

Zelle activity is monitored alongside online payments in one place.

What We Built

• Online payment processing tailored to the firm's services.
• Automated invoice generation tied to client engagements.
• CRM for client and engagement tracking.
• Dashboard monitoring Zelle and online transactions in one view.

How We Delivered

Discovery

We sat with the team using the current tools and watched where work actually broke down.

Design

Wireframes and clickable prototypes the client could test before a single line of production code.

Build

Iterative releases with weekly reviews so the product stayed honest to real workflows.

Launch & Support

Migration, training and an ongoing improvement loop after go-live.

Results & Value Delivered

Faster collections

Automated reminders cut days off receivable cycles.

One source of truth

Zelle, online and invoice data live in the same dashboard.

Less admin

The firm spends time on accounting work, not bill chasing.

Capabilities Used