Chartered accountants
Onboard multiple entities without reinventing FBR setup for every engagement.
CA & tax firms
Help clients go live with FBR digital invoicing
CA firms and tax consultants need a product they can recommend with confidence — plus a partner path that respects the advisory relationship. eInvoicePro is built for multi-client work, not one-off software installs.
Who it’s for
Practices that carry client compliance risk
When digital invoicing goes wrong, clients call their advisor first. Give your team a workflow that is teachable, auditable, and repeatable.
Tax consultants
Pair clear advice on scope and deadlines with a practical day-to-day invoicing tool.
Alliance partners
Earn on referrals while clients get screens your staff can support after the sale.
How firms engage
Recommend software vs run it for the client
Both models work. Pick the one that matches your staffing and the client’s maturity.
Client-operated
You advise — they invoice
- Best for clients with in-house accounts staff who can own the daily rhythm
- Your firm trains once, then reviews exceptions and month-end patterns
- Scales across many clients without your team becoming a typing pool
- Alliance path still rewards the recommendation and ongoing support
Firm-operated
Managed invoicing support
- Best when the client has no reliable accounts bandwidth
- Your team runs eInvoicePro under a clear engagement letter
- Higher touch — plan capacity around month-end peaks
- Still pairs with your tax advice; software does not replace the opinion
Client onboarding
How firms roll out eInvoicePro
A sequence that protects the engagement — not a weekend fire drill after the first live rejection.
Assess client scope
Confirm registration, volume, systems, and whether ERP connection is needed.
Set up & train
Configure the entity and walk client staff (or your team) through daily invoicing.
Sandbox first
Test representative invoices — including returns — before live customer bills.
Go live & support
Monitor first live invoices and handle questions as volume grows.
For advisors
What CA firms need from FBR invoicing software
Your reputation depends on clients staying compliant — the tool should make that easier to teach and support.
Multi-client workflows
Onboard and support many entities with a repeatable playbook instead of ad-hoc WhatsApp instructions.
Clear compliance path
Real-time FBR submission with official proof on every successful invoice.
Alliance partner path
Commercial terms, training, and co-marketing through the Alliance Partner Program.
Want a partner conversation, not a product pitch?
Book a demo for your practice leads. We will cover multi-client onboarding, sandbox habits, and how the alliance program works.
FAQ
Questions CA firms ask
Practical answers for partners, managers, and client-service teams.
Can CA firms manage multiple clients on eInvoicePro?
Yes. Firms onboard entities with repeatable workflows — registration readiness, staff training, sandbox checks, then live invoicing. Bulk-friendly processes help when several clients hit month-end volume at once. Your firm still owns tax advice; eInvoicePro handles the day-to-day submission mechanics.
Is there a partner program for CA and tax firms?
Yes. The Alliance Partner Program is designed for firms that recommend or implement eInvoicePro. It includes commercial terms, training, co-marketing support, and featured placement. See the alliance program page for current benefits — we do not invent pricing claims here.
How should we advise clients on licensed integrator vs software?
They are different roles. Licensed integrators provide the approved FBR gateway path; invoicing software is how finance teams create, check, and submit invoices day to day. Our integrator vs software guide explains the split in plain English so your advice to clients stays clear.
Can our firm issue invoices on behalf of clients?
Operating models vary by engagement letter and client preference. Some firms train client staff to invoice themselves; others run the workflow as a managed service. Book a demo and we will map what your practice actually does — without pretending one model fits every firm.
What do we need before onboarding a client to live FBR invoicing?
Confirm IRIS registration and credentials, clarify compliance scope with the engagement partner, clean buyer masters where possible, and run sandbox invoices that look like the client’s real sales. Skipping sandbox is how “easy” go-lives become urgent weekend support.
Continue
Related product & guides
Partner terms, integrator clarity, and the guides clients ask you to explain.
Ready to simplify your FBR digital invoicing?
Join 2000+ businesses using eInvoicePro for real-time FBR integration and automated tax compliance.