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How Accounting Firms Are Getting Paid Faster With Bigtime

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Before starting this self study program, please go through the instructional document.


  • Product Tour
    6 mins
  • Engagement dashboard summary status
    12 mins
  • Work in Progress by client
    20 mins
  • Open invoices
    27 mins
  • Why Wallet?
    31 mins

Course Description

Getting paid is one of the most critical parts of your business. Good news is, invoicing and collecting payments shouldn’t have to be a chore. 

With BigTime’s full service solution, you can track time and expenses, send invoices and collect payment - all while keeping your clients in the know every step of the way.  Join this webinar to see first hand why staying on top of your bottom line has never been so easy.

The webinar will demonstrate how BigTime can be a key tool to ease your hassles by: 

  • Creating and sending custom invoices with time-and-expenses, retainers or create a custom invoice model
  • Attaching secure payments links to accept credit cards and ACH with ease
  • Allowing your clients to pay with a click of a button, from anywhere and on any device
  • Quickly and easily scheduling recurring payments
  • Say goodbye to dealing with the hassle of switching between invoicing and payments software
  • Enabling your clients to track all of their payments in a branded payments client portal
  • Gaining financial insight with robust analytics
  • This will be a very exciting webinar for the CPAs and Tax professionals in how modern day systems are helping their clients. 

Learning Objectives

  • To recognize Professional Services Automation through BigTime
  • To identify Time & Expense Tracking in BigTime
  • To explore Billing & Invoicing features in BigTime

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Senior Accountant
  • Staff of Accounting Firm
  • VP Accounts
  • Young CPA









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