Taxza invoicing lets tax and accounting firms raise professional, multi-line invoices in seconds. Line items auto-fill from your service catalog, discounts and tax calculate automatically, and clear draft and sent states make sure a work-in-progress invoice never reaches a client by mistake.
The problem
Invoices built in Word or Excel are slow, inconsistent and easy to get wrong — a mistyped total here, a forgotten tax line there. Worse, a half-finished invoice can be sent by accident, and there is rarely a clean link between what was invoiced and what the accounts show.
How Taxza solves it
Taxza turns invoicing into a few clicks. Pick the client, add services from your catalog, and totals, discounts and tax are calculated for you. Every invoice posts straight into the double-entry accounts, so billing and books never drift apart.
How it works
Pick client and services
Select a client and pull line items from your service catalog — descriptions and rates fill in automatically.
Totals calculate themselves
Discounts, tax and totals are computed as you build the invoice; no manual arithmetic.
Send a branded PDF
Move it from draft to sent and share a clean, branded PDF the client can download from their portal.
Key capabilities
Multi-line invoices
Bill several services on one invoice with per-line discounts and tax.
Service-catalog auto-fill
Line items and rates populate from your saved services.
Automatic totals
Discounts, tax and grand totals are always calculated correctly.
Branded PDF invoices
Professional, downloadable PDFs carrying your firm’s identity.
Draft & sent states
Drafts stay private until you deliberately send them.
Posts to accounting
Every invoice flows into the double-entry ledger automatically.
Benefits
- Invoices out in seconds, not minutes.
- No arithmetic errors on tax, discounts or totals.
- Consistent, branded documents every time.
- Drafts never reach a client by accident.
- Billing and accounts stay in perfect sync.
Example workflow
- A client orders two services this month.
- You create one invoice and add both from the catalog.
- Tax and totals calculate automatically; you review the draft.
- You send it — the PDF appears in the client portal and the entry posts to the ledger.
Who it’s for
For any tax or accounting firm that bills clients for services and wants fast, accurate, professional invoices tied straight into its accounts.
Invoicing — questions & answers
Yes. As you add line items, Taxza calculates discounts, tax and totals for you, so invoices are always arithmetically correct.
Yes — invoices are produced as branded PDFs your clients can download from their portal.
Yes. Each invoice auto-posts to Taxza’s double-entry accounting, keeping your books current without extra data entry.
Stop running your firm across ten disconnected tools
Run it on one platform that sells, invoices, assigns, collects and accounts — automatically. Start your free trial today.
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