Client invoicing and quote tools for chartered accountants
A chartered accountant's own invoicing shouldn't need the same manual tax reasoning as everyone else's — but it still has to be correct, itemized, and sent quickly enough not to be the thing that delays getting paid for the work already done.
Where the time and money usually goes
- Billing for retainer work, one-off filings, and advisory hours on different cadences
- Producing an invoice that itself demonstrates the professionalism the client is paying for
- Quoting a new engagement without a fast way to itemize scope and get it accepted in writing
- No shared record across a small practice of which clients are billed, quoted, or overdue
How Dobydil helps
Itemized invoices for retainer, project, or hourly work
Mix flat fees and hourly line items on the same invoice, with tax calculated automatically.
Quotes clients accept in writing before work starts
Send a scoped quote for a new engagement, get a recorded acceptance, then convert it into the first invoice with nothing retyped.
Recurring invoices for retainer clients
Set a retainer to bill automatically on schedule, instead of manually recreating it every period.
One client list for the whole practice
Every client's invoice and quote history in one place, visible to the practice rather than locked in one person's inbox.
Built for chartered accountants specifically
Illustrative scenario
Setup: A two-partner accounting practice with a mix of retainer and project clients.
Without Dobydil: Manually recreates each month's retainer invoices, and a new advisory engagement starts with an emailed estimate that's never formally accepted.
With Dobydil: Retainer invoices go out automatically on schedule, and a new engagement starts with a written quote the client accepts before any work begins.
Common questions
Does Dobydil replace accounting or bookkeeping software?
No — it's a billing and client-facing tool, not a general ledger or bookkeeping system. It covers invoicing, quotes, and light expense tracking for the practice's own operations, not client-facing accounting work itself.
Can it handle both retainer and one-off engagement billing?
Yes — recurring invoices cover retainers, and standard invoices or quotes cover project and advisory work, in the same account.
See it work for your own numbers.
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