The app uses AI to analyze spending from scanned receipts, identifying spending spikes and duplicate subscriptions. It offers expense reports and a month-by-month category breakdown for users.
Schedule payments, view loan balances and history, check escrow details, calculate early payoff amounts, and review amortization schedules. Access information and make payments directly from the .
Preparers can check return transmission status including queued, transmitted, accepted, and rejected (with reason) using date filters. View appointment summaries and manage client return status within the .
Perform calculations with a standard , convert currencies, calculate tips, and compute taxes. Input numbers and operators to get results. Share calculations via email.
Taxpayer can upload documents and sign tax forms remotely. Access prepared tax forms anytime. Communicate with tax preparer without in-person visits. Submit and manage tax-related information securely.
