Product
Time, Billing & Payments
Save time. Get paid faster. Keep your firm running smoothly.
Cloudbase makes it easy to track time, create professional invoices, and accept payments — all in one platform. From billable hours to recurring billing, you can manage your firm's revenue with less administrative work and more confidence.
- Track time across clients, projects and services
- Create and send professional invoices
- Set up recurring billing and retainers
- Accept online payments (card, ACH and more)
- Monitor A/R and get paid faster
Every plan includes 10 AI hours per user each month. Need more? Add an AI bundle anytime. See pricing ›
Key Capabilities
A Complete Billing and Payments Solution.
Everything you need to track, bill and collect — built for accounting and tax professionals.
Time Tracking
- Track billable and non-billable hours
- Log time by client, project or service
- Use timers or manual entry
- Turn time into invoices with one click
Invoicing
- Create professional, customizable invoices
- Bill hourly, fixed-fee or retainer services
- Set up recurring invoices
- Add your firm's branding and payment terms
Payments
- Accept online payments (card, ACH and more)
- Offer client payment portals
- Enable automatic recurring payments
- Track deposits and reconciliation status
A/R & Revenue Reports
- View outstanding invoices and aging
- Track collection rates
- Monitor revenue by client, service or team member
- Export reports for bookkeeping and tax planning
Get Paid Faster
Professional Invoices. A Better Client Experience.
Send branded invoices, accept secure payments and give your clients a seamless way to manage their bills — all within Cloudbase.
- Customize invoices with your firm logo and colors
- Accept credit card, ACH and more
- Offer recurring billing for ongoing services
- Provide a secure client payment portal
- Get real-time notifications when you're paid
Frequently Asked Questions
Frequently asked questions
What payment methods can I accept?
You can accept credit cards, ACH (bank transfers) and other popular online payment methods through our secure payment processor. Standard payment processing fees apply.
Can I set up recurring invoices?
Yes. You can create recurring invoices for ongoing services such as monthly advisory, bookkeeping or tax planning.
How do automatic payments work?
You can charge a client automatically only after they authorize a saved card or bank account. Clients can cancel their authorization at any time.
Can clients view and pay their invoices online?
Yes. Clients can securely view all open invoices, pay online, and see their payment history through a branded client portal.
Built for Accounting and Tax Professionals