The app tracks user cash flow between accounts and provides a dashboard for account performance and expenses. It offers automatic backup services and helps users manage spending habits and prepare for tax season.
View accounts, manage investments, transfer funds, deposit
View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.
The app calculates Canadian sales taxes for any province or territory. It includes the latest sales tax rates and supports multiple prices, reverse calculations, and sharing price information.
View account balances and transaction history. Submit reimbursement claims with supporting documents. Fund HSA accounts from linked bank accounts. Receive and review email alerts. Contact administrators via email or phone.
Calculate tips and taxes by entering percentages or dollar amounts. Round total or individual amounts up or down. Split bills with friends and adjust each person's share.
Scan by photo or file to extract merchant, total, tax, and date. Organize with folders, tags, categories, and notes. Track expenses, create budgets, and generate tax or reimbursement reports.
The app allows users to manage finances on the go. Users can review account activity, pay loans, transfer funds, and deposit checks from their smartphone or tablet.
The app provides global tax news and information for professionals. It is accessible on any device through a secure digital platform, offering resources from multiple countries and languages.
Track business expenses with receipt scanning and categorization. Upload tax forms and receive professional tax return preparation. File federal, state, and local directly from your phone. Pay for tax services only when you choose to file.