Accounting firm needs a way to offer installment payment plans for large cleanup and tax filing engagements but lacks structured system to manage them.

Existing accounting software may support invoicing but lacks flexible installment plan management with payment scheduling, reminders, and proration.

Severity

3Medium

Willingness to Pay

implied

Added

May 2, 2026

App Concept

InstallEase

InstallEase is a SaaS add-on that integrates with QuickBooks, Xero, and FreshBooks to let accounting firms create and manage installment payment plans for large engagements. It automates invoice splitting, sends scheduled payment reminders, and handles prorated late fees, giving firms cash flow predictability and clients flexible payment options.

Key Features

Create custom installment plans with flexible schedules and amounts
Automated invoice splitting and payment reminders
Integration with QuickBooks, Xero, FreshBooks
Client portal for plan selection and payment tracking

Target Users: Small to mid-sized accounting firms (2-50 staff) who handle large cleanup and tax filing engagements

Revenue Model: $29/mo per firm + $0.50 per transaction fee

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