Does the customer need an InCite account?

No. They open a pay link, pay by card or ACH, and receive a receipt.

How are fees calculated?

InCite records 0.50% of the amount collected, using the rate in effect at payment time, plus the processor fees Stripe reports.

Does this replace the software subscription?

No. Firm, client, and independent subscriptions stay at their published prices.

Does InCite file taxes from these payments?

No. Workpapers autofill for review. The accountant confirms. InCite does not file.

Are client books mixed into the firm?

No. Each collection posts to that client’s organization. Firm views are scoped to clients you can access.

InCiteBooks

Simple Payment Pricing

Get Paid. Automatically Keep the Books Updated.

Send a pay link with the invoice. When the customer pays, AR clears, fees post from actuals, and the payout can match the bank — or sit in Needs Review if the match is not exact.

Start as a business Software pricing

How it works

Collect
Share a pay link. Card and ACH run through Stripe Checkout.
Post the books
Gross hits clearing and AR. Processor and InCite fees persist at payment time.
Settle and review
Payouts map to the deposit account. Tax Center workpapers wait for confirm.

Payment methods

Cards and US bank account (ACH) on the same invoice link. Already-paid invoices cannot be charged again.

Settlement

When Stripe pays out, InCite posts the deposit and tries a deterministic bank match on payout id, amount, date, and account. Anything else is Needs Review.

Tax-ready, not filed

Payment tax workpapers are prepared for review. Autofill the packet, review the figures, and confirm — InCite does not file. The accountant remains in control.

Security

Card and ACH are processed by Stripe. InCite never stores full card or bank numbers.

Simple Payment Pricing

Simple Payment Pricing: InCite charges 0.50% of each collected invoice, plus the processor fees Stripe reports. Payments are not a software add-on.

Software stays $399/month per accounting firm, $299/year per connected client, and $399/year independent. See pricing.

FAQ

Does the customer need an InCite account?: No. They open a pay link, pay by card or ACH, and receive a receipt.
How are fees calculated?: InCite records 0.50% of the amount collected, using the rate in effect at payment time, plus the processor fees Stripe reports.
Does this replace the software subscription?: No. Firm, client, and independent subscriptions stay at their published prices.
Does InCite file taxes from these payments?: No. Workpapers autofill for review. The accountant confirms. InCite does not file.
Are client books mixed into the firm?: No. Each collection posts to that client’s organization. Firm views are scoped to clients you can access.