Payment Lock

Taxaroo offers a helpful feature known as Payment Lock. When you activate Payment Lock, your clients are unable to review or download a copy of their final tax return until they complete the necessary payment. This ensures a smoother financial process for your firm by reducing delays in receiving payments, thus shortening your accounts receivable cycle.

If you prefer not to use Payment Lock, you can alternatively choose to invoice the client after they have signed and approved their final returns. Taxaroo provides you with the flexibility to opt for the approach that best suits your workflow and financial preferences.