Firm Billing

Last updated: 2026-09-12 Summary:

Your practice workspace is free, with no cap on how many client books you hold.
Each client book is priced at its own plan — the same plans any business on eKapital uses.
Every book has a payer: either your firm is billed for it, or the client pays us directly.

What your firm pays for

Your practice workspace — the firm itself, your staff roster, and the firm dashboard — costs nothing, and there is no limit on the number of client books under it.

What is priced is each client book, at its own plan. A client on Solo is priced as Solo; a client on Pro is priced as Pro. That book also gets exactly the capabilities its plan carries, independently of every other book in your practice — so a book on a lower plan does not get the modules a higher one includes.

You manage all of this from Firm Billing in your firm settings: your current discount band, a forecast of this period’s invoice, your invoices, and your payment method. The forecast is a full-month figure for the period, not a month-to-date total.

Two ways a client book gets paid for

Each book carries a payer, and it is a per-book setting rather than a property of your whole practice:

Your firm is billed. The book’s charge lands on your firm’s monthly invoice, at your partner discount. The client is never asked to pay us and can’t change the plan — that’s yours to manage.
The client pays us directly. The client keeps their own subscription and pays our list price. You still see the book in your firm and work in it as normal.

You can run both arrangements side by side, and a book can move between them. The change is effective-dated, so a monthly book that switches part-way through a month is prorated — you are billed for the days it was yours, and not for the days it wasn’t. The switch takes effect the day after the closing day, so the day of the change itself still belongs to the outgoing payer.

An annual book is not prorated. It is a single charge for a twelve-month service period, so it lands in full in the one month containing its anniversary and contributes nothing in the other eleven.

Your firm’s invoice

Firm-billed books are consolidated onto one monthly invoice to your firm, itemised with a line per client book — the company name, its plan, the days it was active in the period, and the discounted amount. Books the client pays for directly do not appear on it; those clients are invoiced by us, in their own books.

Two things the invoice does not do today: there is no PDF to download — the itemised lines live on the invoice screen and in the email we send you — and nothing is charged automatically. The invoice is issued unpaid on 15-day terms and you settle it by bank transfer; we never draw on a stored card.

Your discount band is set by how many active client companies you bring, counted across both arrangements — a client who pays us directly counts toward your band exactly as a firm-billed one does. Two kinds of book do not count: a book still in its free trial, and a book priced at ₱0. The band is also day-weighted, so a client added mid-month counts for the part of the month it was there. The current bands and rates are on the pricing page; they’re not restated here so there’s one source of truth.

Your firm staff and a client book’s users are governed separately: who on your team can open a given book is decided by staff assignment and by their firm role, while the people the client invites into their own book are the client’s own users.

What your clients see

A company your firm is billed for shows a clear note that it’s advised and billed by your accounting firm. The client’s own people can keep working in their books, but they aren’t prompted to pay and can’t change the plan. It removes the awkward “did you get billed twice?” conversation.

A company that pays us directly sees its own billing page as any business would, and can see that your firm advises it.

Where firms get tripped up

Expecting one subscription to cover everything. There isn’t a single firm-wide plan. Each client book is priced at its own plan; what is consolidated is the invoice for the books your firm is billed for, not the subscriptions themselves.
Assuming every book must be firm-billed. It doesn’t. Leaving a client paying us directly is a supported arrangement, and that client still counts toward your discount band.
Counting trials toward your band. They don’t count until the book is on a paid plan — a month of signups can leave the band where it was.
Waiting for a card to be charged. Nothing is auto-charged. If the invoice isn’t paid, it stays unpaid.