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Description
StitchInvoice is a comprehensive invoicing and client-document solution tailored for independent professionals and freelancers who directly invoice their clients, rather than for bookkeeping tasks. It manages the entire client interaction process, including quotes, estimates, proposals, contracts, invoices, receipts, and credit notes, all featuring a live preview and generating clean PDFs.
Payments made through cards operate on your own linked Stripe account, ensuring that charges are processed directly by your account, meaning only Stripe's standard processing fees apply, without any intermediaries affecting your earnings.
The Requirements Memory feature allows you to establish the billing preferences for each client—such as billing email, purchase order format, terms, and currency—ensuring that these settings are automatically applied to subsequent invoices. Additionally, the Payability Check function identifies common issues that might delay invoice processing before you send it out. For those on the Pro Autopilot plan, automated reminder sequences are triggered both prior to and following the due date, ceasing once payment is received, while recurring invoices facilitate the management of retainer agreements.
It's important to note that StitchInvoice is not designed to function as accounting software, as it does not include features such as a chart of accounts, inventory management, or tax filing capabilities, making it a focused tool for invoicing rather than comprehensive financial management.
Description
TaxWorkFlow is an economical and all-encompassing management software tailored for tax and accounting practices, designed to enhance both the profitability and efficiency of your workflow while optimizing firm operations, including both internal communications and interactions with clients. This innovative solution allows your team members to collaborate remotely without sacrificing productivity, ensuring everyone remains informed and engaged. With TaxWorkFlow, you can effortlessly manage client contacts, documents, emails, notes, tasks, projects, and billing information, granting you an instant overview of each client's status, outstanding tasks, challenges, and historical data, all accessible from any location. Additionally, the client portal feature facilitates smoother document exchanges, enabling you to maintain your business operations seamlessly from anywhere, eliminating the necessity for in-person meetings with your staff or clients. Ultimately, TaxWorkFlow empowers your firm to work smarter, not harder, ensuring that you stay ahead in a competitive landscape.
API Access
Has API
API Access
Has API
Integrations
Stripe
Pricing Details
$19/month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
StitchInvoice
Founded
2025
Country
United Kingdom
Website
stitchinvoice.com
Vendor Details
Company Name
TaxWorkFlow
Country
United States
Website
thetaxworkflow.com
Product Features
Billing and Invoicing
Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator
Product Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management