Track expenses with automatic mileage calculation and currency conversion. Log trips with location-specific data. Generate in browser and export to Excel. Store documents online. Add billing and project details.
Manage tax-favored benefit accounts with real-time balance and transaction views. Fund HSA from checking or savings. Access email alerts and contact administrator via email or phone. Use same login credentials as the online portal.
Estimate tax refund or liability by inputting , deductions, and personal details. Account for marital status, dependents, rental properties, side gigs, mortgage interest, and student loan interest.
Calculate with customizable inputs. Track investment over time. Save calculation history. View visual charts for annual returns. Simulate different scenarios to plan financial goals.
Create and manage multiple lists. Add items with prices and tax rates. Mark items as purchased with a tap. View details including total items and total expense. Track quantities and prices for each item.
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.
Calculate monthly payments by entering home price, down , loan term, and interest rate. Break down payments into principal, interest, property taxes, and home insurance. Include HOA fees and other costs for a detailed estimate.
Track machine wins and losses with real-time data entry. Generate detailed reports and export to PDF for tax documentation. Backup and restore data securely. View multiple report types for financial tracking.
Track travel expenses and tax-related data from booking apps, credit cards, and other sources. Analyze spending patterns, generate reports, and prepare for audits. Sync data with ’s main platform for tax compliance and residency management.
Manage business tasks remotely with property search by address and location. Access MLS listings, track leads, and communicate with clients through integrated portals. View hotsheet activity and manage client interactions directly from the .
Calculate VAT by entering a monetary value and adjusting the tax rate. Specify whether to add or remove tax from the amount. Tap controls or the background to hide the keyboard.
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.
Manage checking, savings, credit card, and loan accounts. Enroll in online banking. View and download account statements and tax documents. Transfer funds between accounts. Set up alerts for transactions. Lock and unlock cards remotely.
Track real estate hours to qualify for status. Log spent on real estate activities, calculate total hours, and verify compliance with IRS requirements. Export reports and share with tax professionals.