Payments & Invoicing - Taxify360 - AI Powered Tax CRM & Automation Platform

Payments & Invoicing

Integrate your Stripe or PayPal account to activate the power of invoicing. You can create, track, and send invoices right in the Taxify360 dashboard. With customizable terms and agreements you can give your customers the best experience possible.

✦ Feature 01 · Integration

PayPal / Stripe
Integration

Don't bother with the hassle of a big merchant processor, just integrate with Stripe in a few easy steps after creating your Stripe account. They compete with the best rates for payment processors. PayPal is also a great option for accepting payments and gives your clients an alternative way to pay.

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Payment Integrations
1 Connected
Stripe
acct_1Abc···xyz · Live mode
Connected
PayPal
Alternative checkout option
Connect

✦ Feature 02 · Billing

Invoicing

Send and receive payment through invoicing. You can create an invoice for work your tax office has done and email or text it directly to your client. Because you already have their contact in your system it will remember them and keep a history of what they've purchased in the past.

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Invoices
March 2026
JD
James D.
W2 Filing · INV-1042
$149
Paid
ML
Maria L.
Self-Employed · INV-1043
$249
Paid
TR
T. Robinson
Business Return · INV-1044
$399
Pending
PW
P. Washington
VIP Consult · INV-1040
$99
Overdue

✦ Feature 03 · eCommerce

Build a
Checkout Page

Funnels and websites are growing in popularity over the traditional brick and mortar. Adding strong checkout pages where clients can purchase products from your business strengthens your business' ability to generate profit.

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Secure Checkout
🔒 SSL
📄
W2 Tax Filing
Full preparation & e-file
$149
John Smith
•••• •••• •••• 4242
MM / YY
CVV
PAY $149 NOW ›
🔒 Secured by Stripe · SSL Encrypted