Payment methods

Table of Contents

Pay by credit card
- Payment technology fee
Pay by bank debit
- Microdeposit verification
Pay with Apple Pay or Google Pay
Paying with credits
Your saved payment methods
Save payment details with Link

Depending on your provider’s settings, invoices can be paid by credit card, bank debit, Apple Pay, Google Pay, or by using credits that are already on your account (earned as bonuses from your firm, added earlier as a prepayment, etc.).

Pay by credit card

Select the Card/Credit card option and enter the following details:

Card number.
Card expiration date.
CVC/CVV (the three-digit number on the back of your card).
Your country/Street address.

Depending on your country, you may need to enter additional details. In the US, this would be your ZIP code.

Note

If you see an “Input field is empty” error, enter your payment details manually without using browser autofill.

Save your payment method and click Pay. Depending on your bank, you may also be required to complete 3D-secure verification .

The payment will be assigned the Processing status until it goes through. It usually happens immediately, but can sometimes take a minute or two.

Tap Add payment method.

The Card option is selected by default. Enter your card details:

Card number
Card expiration date
CVC/CVV (the three-digit number on the back of your card)
Your country/Street address

Depending on your country, you may need to enter additional details. In the US, this would be your ZIP code.

Tap Pay.

The payment will be assigned the Processing status until it goes through. It usually happens immediately, but can sometimes take a minute or two.

Payment technology fee

If your accounting firm has enabled a payment technology fee, a 3% fee is automatically added to the total when you pay by credit card. No fee is applied when paying by bank debit (ACH) or debit card.

The fee is calculated based on the invoice amount and displayed before you complete the payment, so you can review the total before proceeding.

Note

Contact your accounting firm if you have questions about this charge.

Pay by bank debit

Click Pay Invoices/Make prepayment and select Pay. You will see one of the following pages depending on your firm’s preferences:

Select the Bank account/ACH option, then enter your personal details as requested.
Select your bank from the list of institutions or search for it. Click Agree and continue to authorize the connection. If your bank supports OAuth instant verification, you will see a list of available accounts to choose from.

Note

You can also enter your bank details manually. In this case, your account may need to go through microdeposit verification .

Click Pay. The invoice status will be In progress until the payment is completed. Processing typically takes around five business days but can take up to 14 days.

Tap Add payment method.

Select Bank account as the payment method, then enter your personal details as requested.

Select your bank from the list or search for it. Tap Agree and continue to authorize the connection.

Save your payment method.
Tap Pay.

The invoice status will be In progress until the payment is completed. Processing typically takes around five business days but can take up to 14 days.

Microdeposit verification

Depending on your accounting firm’s settings, your account may be verified through microdeposit verification—a security measure to confirm bank account ownership. It is triggered when your bank is not in the supported list or you prefer not to log in through your bank.

Here is how it works:

You enter your bank details manually, including your routing number and account number (entered twice to confirm).

Once you add the account, Stripe sends you a confirmation email that the verification process has started.
Stripe sends a second email with a verification link. Two small deposits are also sent to your bank account. Both arrive within 1–2 business days. These deposits are not refunded—they will remain in your account.
Click the verification link in the second email.
Enter the two deposit amounts shown in your bank statement to confirm account access.
Stripe marks your account as verified and you can complete the payment.

You have 10 days to complete verification. If the session expires, you will need to restart the bank account setup flow. After 3 failed verification attempts, the account is permanently locked—you will need to re-add your bank account and restart the setup flow.

Note

If you signed a proposal or recurring invoice and entered your bank details manually, autopayments will not be charged until your bank account is verified.

If you don’t receive the verification email, check your spam or junk folder—Stripe sends verification emails from a Stripe address, not from TaxDome. If the issue persists, contact your accounting firm .

Pay with Apple Pay or Google Pay

If you see Apple Pay or Google Pay buttons on the payment page, you can pay with just a tap—no need to enter your card number.

Apple Pay is available in Safari or Chrome on a Mac, and in Safari on iPhone and iPad.
Google Pay is available in most browsers when you’re signed in to your Google account, and in Chrome on Android.

Coming soon!

Apple Pay and Google Pay support in the TaxDome mobile app is coming soon.

To pay:

Click or tap the Apple Pay or Google Pay button on the payment page.
Confirm with Face ID, Touch ID, fingerprint, or your device password.

Apple Pay and Google Pay are treated the same as card payments. If your firm charges a payment technology fee , it will apply. In your payment history, these payments show up as Credit or Debit.

Note

These buttons may not be available depending on your firm’s setup or the browser and device you’re using.

Paying with credits

If you have credits , the Apply credit toggle appears on your invoice payment page. You can use them to pay fully or partially.

Toggle on Apply credit on the invoice payment page.

Review the payment window and click Pay.

If your credits cover the full amount, you’ll see the Payment Completed page. If not, you’ll be prompted to choose a saved payment method or enter new payment details to cover the difference.

When you pay an invoice from mobile and you have credits, they are applied automatically.

If your available credit is more than or equal to the invoice amount, tap Pay $0.00 to complete the payment.

If your available credit is less than the invoice amount, the credit is deducted and you’ll need to pay the remaining balance with a payment method.

Your saved payment methods

If you are going to pay your invoices while you are logged into your client portal, your payment info is saved for future payments. Next time you go to pay, you can choose from your saved payment methods or add a new payment method.

Your payment details are securely tokenized, encrypted, and stored with Stripe—not in TaxDome. Your actual card number is never visible to your accounting firm or anyone at TaxDome.

If you don’t see any saved payment methods, make sure you are logged in to your client portal. You can also autofill your card details using your Link account.

Note

At this time, saved payment methods cannot be removed.

Save payment details with Link

Link is a service that allows you to securely store your payment details and make simple one-click payments.

Once you add your payment details, you are offered to save them with Link for future use. If you don’t have a Link account yet but want to save your payment details and autofill them (not only in TaxDome but also on other websites that support Link), enter your email, phone number and full name and sign up to Link.

If you already keep your payment details in Link, click Secure, 1-click checkout with Link while paying your invoice and enter your email. You will receive the authentication code via SMS or email. After that, you can select any of your saved cards.