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Simplify Your Tax Accounting. Maximize Your Savings.
- Full Access to All Features — Track income, expenses, and tax deductions with ease
- Guided Setup Support — Step-by-step onboarding to get your business set up quickly
- Automated Reporting Tools — Generate real-time financial and tax-ready reports
- Tax Deduction Insights — Discover deductions you may be missing to lower your taxes
- Secure Cloud-Based Storage — Keep your financial records safe and organized
Features that save time & money
INCOME TRACKING
VEHICLE MILEAGE TRACKING
VEHICLE MILEAGE TRACKING
- Real-time dashboard of all income sources
- Add & view transactions
- Customer management tools for tracking clients
- Track daily, monthly or annually
VEHICLE MILEAGE TRACKING
VEHICLE MILEAGE TRACKING
VEHICLE MILEAGE TRACKING
- Auto-record mileage or enter manually
- Sort mileage by job, client or project
- Export easy mileage reports at year-end
TRACK GRANT FUNDING
VEHICLE MILEAGE TRACKING
TRACK GRANT FUNDING
- Track multiple grants from funding
- Assign expenses specifically to particular grants
- Stay compliant & meet deadlines
Features for accurate reporting
SECURE DOCUMENT STORAGE
CUSTOMIZE CHART of ACCOUNTS
CUSTOMIZE CHART of ACCOUNTS
Keep all your critical business docs safe and organized.
- Encrypted, cloud-based storage
- Upload documents safely
- Download documents securely
- Easily attach receipts or invoices to transactions
- Access from anywhere with peace of mind
CUSTOMIZE CHART of ACCOUNTS
CUSTOMIZE CHART of ACCOUNTS
CUSTOMIZE CHART of ACCOUNTS
Customize chart of accounts for 1040 Schedule C Tax Filers
- Personalize income and expenses categories
- Align with your industry, workflow
- Simplify quarterly reconciliation and year end filing
- Improve financial clarity with custom accounts
FINANCIAL REPORTING
CUSTOMIZE CHART of ACCOUNTS
FINANCIAL REPORTING
Get the big picture at a glance
- Access expense and income
- Upgrades for customize reports
- Visual graphs for instant insight into financial health
- Easily export reports during tax time or monthly reporting
- File your 1040 Schedule C forms with a breeze
Maximize Deductions
EXPENSE MANAGEMENT
TAX DEDUCTION OPTIMIZATION
TAX DEDUCTION OPTIMIZATION
Income and Expenses
- Add & View Monthly Transactions
- Add & View Daily Transactions
- Align expenses with income for balanced books
- Mange customers & vendors
TAX DEDUCTION OPTIMIZATION
TAX DEDUCTION OPTIMIZATION
TAX DEDUCTION OPTIMIZATION
Never miss a deduction again!
- Automatically identify common and industry-specific deductions
- Use IRS-compliant categories for smart documentation
- Organize transactions for easy tax prep and audit compliance
HOME OFFICE DEDUCTIONS
TAX DEDUCTION OPTIMIZATION
HOME OFFICE DEDUCTIONS
Maximize your work-from-home space legally.
- Instantly calculate % of your home office used primarily for business purposes
- Report allowable deductions based on IRS Form 8829
- View accurate & annual reports