Tax season clients who never pay until April 14th
Present your accounting services as structured packages. Clients pick a tier, pay upfront through Stripe, and you file their return knowing the fee is collected.
Get started freeThe problem
Sound familiar?
Clients treating your fee as negotiable
A new client asks your rate for a 1040 with a Schedule C. You quote $500. They say 'my old accountant charged $200.' They don't mention the old accountant missed $4,000 in deductions.
Tax prep clients who wait until the last minute
It's March 28th. A client sends a shoebox of receipts and says 'I need this filed by April 15th.' You drop everything. They take two weeks to pay after you've saved them from an extension.
Collecting on advisory work that isn't tied to a filing
You spent three hours on tax planning strategy. The client implements your advice and saves thousands. But the advisory work feels intangible to them, and paying for it isn't urgent.
The solution
How SendScope helps
Accounting packages clients can compare
Offer Individual Tax Prep, Business Tax + Bookkeeping, and Full Advisory as tiers. Each lists what's covered -- returns filed, estimated tax calculations, quarterly reviews, and entity structuring advice.
Upfront payment before you open their books
Clients pay through Stripe on approval. You start the return or advisory work with the fee collected. No more filing first and invoicing second.
Scope prevents 'one more question' creep
The approved tier defines what's included. When a 1040 client asks about forming an LLC, you reference the tier and offer a separate engagement for entity advisory.
Professional invoicing for your own records
Auto-generated invoices on every approval. Clean documentation for your own bookkeeping -- because the accountant's books should be the best-kept ones in the room.
How it works
Three steps to getting paid
Create your deal page
Set up your accounting services as tiers. Define which returns are covered, advisory services included, meeting frequency, and turnaround time for each level.
Share with clients
Send one link during tax season outreach or after a consultation. Clients see their options laid out clearly and pick the tier that matches their situation.
Collect payment and start the engagement
Your client approves and pays. You open their prior year returns in your tax software knowing the fee is handled.
FAQ
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