Save the work once.
Track time against the client, with the service and rate already attached.
TIME TRACKED. BILLING CONNECTED.From client work
From client work
to a ready invoice.
Carry saved hours and client details into an itemized draft invoice. Share a payment link and keep billing connected to the client record.
Full access. No credit card required.
✓
Time carried forwardSaved hours stay with the client
✦
Invoice draft readyReview, then share the payment link
✧
Saved time carries forward
Turn tracked time into invoice drafts.
▤
Client payment links
Share a clear path to payment.
↗
Billing in one view
Keep invoices and client details together.
Carry it into a draft.
Select saved entries to prepare an itemized invoice without retyping the hours.
Share the payment link.
Check the details, share the invoice and keep payment status with the client.
Time → Invoice → Close
Show the work behind the invoice.
Try the timer, add a service or fixed fee, then preview Jason’s sample invoice.
Northstar Tax · Billing example
Jason Parker · Filing services
Time log
No services added. Start a timer or add the work you want to include; rates are illustrative.
Try tracking another activity
Timer continues between these demo pages in this tab. Saved sessions round up to the next minute.
Northstar Tax → Jason Parker
Review the entries and hourly rates before previewing.
Customer invoice preview · Fictional
Ready for reviewInvoice JP-1042
Northstar Tax
Bill to: Jason Parker · jason@example.com
The time entries, durations and rates above are part of this sample invoice. No invoice is issued or sent.
Payment recorded · Ready to close
Mark this sample engagement closed and keep the conversation, meeting notes and invoice together.
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 billingCapture the time.
Capture the time.
Carry it into billing.
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.
- Start with your clientChoose the client, describe the work and set your hourly rate.
- Track and savePause when needed, then stop and save the session to your time log.
- 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.
CLIENT WORKSPACETime Tracking
● RUNNING · SAMPLE SESSION00:45:00
Jason Parker · Bookkeeping review
$120.00 / hourSAVED TIME LOG
Bookkeeping review45 min
Jason ParkerUnbilled
Draft invoiceFor review
Bookkeeping review
0.75 hours × $120.00$90.00
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 previewNorthstar Tax
Brand theme · Navy & teal
Service details
Tax preparation · $450.00
Bookkeeping · $150.00
Subtotal
$600.00
Discount
−$60.00
Total due
$540.00
Take a quick look
See invoicing in action.
See how TAAX brings invoices, payment links and client billing together.
TAAX Ai
Your workflow automated
Less chasing.
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!
A shorter path to paid
One link.
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
Illustrative payment view · Sample data
Your invoice is ready.
$450.00
Invoice #1042 · Tax preparationPayment method
Credit or debit card
Processed by your connected provider
The big picture, together
Billing belongs with your clients.
Customer Manager
Open a client profile to see invoices, payment history, and outstanding balances.
See detailsBASIC INVOICE PRICINGBuy invoicing on its own.
MONTHLY ANNUAL
Buy invoicing on its own.
Or choose a plan that includes it.
Purchase Basic Invoice with a free TAAX account. A paid office plan is optional.
Basic Invoice
$19.99/month
Billed monthly.
Create client invoices, share payment links and keep billing connected to your client records.
Get Basic Invoice →Basic Invoice
$199/year
Billed annually.
The same Basic Invoice tools with annual billing.
Get Basic Invoice →ALREADY PART OF YOUR PLAN?
Compare plans →Included in Premium, Tax Office Plus and Office Team.
Choose a plan for invoicing together with your other office tools.
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