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Level 2
November 18, 2025
New

Bill by Form

Related products:ProConnect
  • November 18, 2025
  • 2 replies
  • 2 views

Please add the ability to bill clients by individual forms. Many tax programs, including Drake, allow form-based billing, which makes invoicing clearer, consistent, and easier to customize. Adding this feature would greatly improve flexibility and accuracy for firms.

2 replies

TrishT
Level 3
November 19, 2025

Having invoicing based on which forms were filed the client is what we were used to in LaCerte.   We would like to see this in ProConnect.   

Level 2
November 26, 2025

I can’t believe that it doesn’t have that feature! Please add it!