An appointment does not mean the work is ready
A client may attend without the information your preparer needs. Keep administrative follow-up tasks clear so an unfinished intake is not mistaken for work ready to complete.
Software for tax preparation business owners
Manage the practice around the return.
A missing client document can hold up preparation while appointments and administrative follow-up continue. Organize that business workload, staff time and billing without turning general notes into tax records. Calculations, filing and sensitive source material stay in your specialist systems.
Unleash your potential.
The everyday details
You know the work.
The admin adds up.
Additional services need their own agreement
Bookkeeping cleanup, extra consultations or work beyond the original preparation scope can expand a case. Discuss and document the service before it becomes an unexpected invoice line.
Unbilled staff time is hard to recover from memory
Calls, administrative follow-up and extra meetings can be scattered across a busy period. A work-linked time record makes the business effort visible without copying private tax information into notes.
The practice may serve several related billing contacts
A household member, business owner and outside bookkeeper may all communicate about administrative work. Establish who engages the practice and who receives the fee invoice without placing their private tax information into a shared business note.
How Microtra helps
Keep the business connected.
Use the tools that fit your day, with your records ready on your phone or on the web.
Keep an administrative case record
Use job details, tasks and appointments to organize the work assigned to staff. In Law & professional services, work appears as Case with Client contacts.
Explore this featureDocument the fee scope
Prepare estimates and invoices with service descriptions that reflect the agreement. Separate preparation, consultation and authorized additional work rather than using a vague combined charge.
Explore this featureReview the hours behind the service
Start a work timer or enter time manually, linked to staff and billing rates. Review the entries before preparing a time-based invoice or discussing a changed scope.
Explore this featureKeep account history accessible
Save business contact details, invoice history and recorded payments together. Share invoice PDFs through your device and review outstanding balances independently from the return-preparation status.
Explore this featureKeep practice overhead visible
Enter business expenses and receipt photos for office purchases and other operating costs. Review income, expenses and unpaid invoices separately from case workload so the practice's financial picture does not depend only on completed appointments.
Explore this featureA day in the life
From the first quote to paid.
Establish the service agreement
Confirm the requested business service and billing contact. Keep tax source documents and sensitive financial information in the specialist systems and procedures your practice has chosen.
Arrange administrative follow-up
Place the client meeting and assign work tasks. Record what business action is pending without pasting tax identifiers or return details into general notes.
Track agreed additional work
Log staff time and discuss any service outside the initial scope. Update the estimate or invoice descriptions to match the work the client authorizes.
Finish the billing review
Check the invoice and recorded payments, then share the document PDF. Collect money through your existing method and enter the payment against the account.
Your words
Find your way around.
Choose Law & professional services when you set up Microtra and these are the labels you start with. Change them, and the tools you use, any time in Modules & terms.
- Your work
- Case
- Your customer
- Client
Room to get started
Plans from $5.99/month.
Start with a 14-day free trial. No card needed. Compare plans to find the tools and invoice allowance that fit your business.
Your business. Your next step.
Try Microtra on your phone and on the web. Review plan details before choosing the right fit.
Compare plansA few useful answers
Questions from tax preparation business owners.
Is Microtra tax preparation or electronic filing software?
Microtra does not calculate tax returns, file returns or replace professional tax software. It supports the client administration, work, time and billing around your practice.
Does it provide a place to store tax documents securely?
Do not treat general business notes as a specialist tax-document repository. Keep source documents, tax identifiers and sensitive return information in the controlled process your practice uses for those records.
What terms does the professional setup use?
Law & professional services starts with Case and Client. Linked records and stock are off initially; optional modules are managed in Modules & terms.
Can invoices be shared automatically by server email?
Server email delivery is coming soon. Create the invoice PDF and share it through your device using the communication method your practice has agreed with the client.
Can consultation be quoted separately from preparation?
Use distinct service lines where the engagement treats consultation and preparation as different work. Describe the commercial scope and billing unit clearly, then review any added work with the client before expanding the agreement or final invoice.
Templates
Guides
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