Are customer payments and my payment credentials protected?
Yes, customer payments made through our current online payout provider PayPal are all secured through their systems. Payments made for our software subscriptions are protected through our payment provider Stripe, securely stored in their systems.
What documents can I create?
Generate invoices, estimates, quotes, contracts, and bills within subscription limits. All documents can be downloaded as PDFs, printed, sent via email, and exported as XLSX (Excel), CSV, TSV, and ZIPs.
What payment options are available?
Accept customer payments via seamless PayPal onboarding through our invoices Payment Settings. Configure your internal PayPal settings to accept Venmo, Google Pay, and Apple Pay for checkout versatility.
Do you charge any transaction fees?
No — we do not charge any transaction fees at all. All fees are charged directly by PayPal (typically 3.49% + $0.49 per transaction for PayPal/Venmo or 2.99% + $0.49 for cards). See PayPal’s official pricing here: https://www.paypal.com/us/business/paypal-business-fees
Is there a limit on how many invoices I can send?
No. Every paid plan includes unlimited invoices, estimates, quotes, contracts and bills. Plans differ by team seats and by which accounting tools are included — never by how much work you do. The free plan is capped so you can try the product before paying.
Do I get real accounting, or just invoices?
Real accounting. Every invoice, bill and payment posts to a double-entry general ledger, so you can pull a profit and loss, balance sheet or cash flow statement for any period and drill from any figure back to the document behind it. The ledger is included from the Books plan up; the free plan is documents and a client portal only.
What is included on the Firm plan?
Everything in Books + Jobs, plus the tools an accountant asks for at year end: period close (locking a closed month against edits), bank reconciliation that is recorded and kept, and a fixed-asset register with depreciation posted to the ledger.
How much storage do I get?
Enough that you should not have to think about it — 25GB on Books and Books + Jobs, 100GB on Firm, 250GB on Unlimited, used for files attached to your documents. You can view, download and delete uploads at any time through the File Manager.
What reports are available?
Pull simple AR/AP NET report, invoice reports, bill reports, payment reports and credit reports. Our reports system also allows for client filters, granting easier access to create financial profiles on your desired clients.
What does Client Management look like
Simply create client profiles, manage preferences, and attach them to documents to build financial accounts.