Book clients, schedule appointments, track invoices, coordinate
Manage client bookings and appointment scheduling. Track invoices and payments. Log travel and mileage expenses. Organize receipts and paperwork for tax preparation. Set reminders for deadlines and client follow-ups.
Manage payments and view payment status. Access escrow details including tax and insurance disbursements. Review all statements and year-end tax documents. Access educational resources like FAQs. Message customer care team.
The app records expenses and provides a running total for each log. It offers easy mileage tracking with multiple options, including GPS and automatic tracking.
Documents, notes, photos, receipts, and books into clear PDFs, JPEGs, or Word files. Use OCR to convert images into searchable text. Export and share scanned content directly.
Create and send professional invoices to customers. Send estimates and set up clients from contact lists. Save product or service details for faster invoicing. Track invoices and manage finances on the go.
Prepare federal and state tax returns from any device. Complete filings step-by-step with guidance. Compare prior year returns for accuracy. Get unlimited phone and email support. returns on mobile, tablet, laptop, or desktop.
Track IRS and state tax refund status in real time. Connect securely to IRS.gov and state websites. View refund details and estimated arrival dates. Receive notifications about updates and changes.
Check refund status, make payments, and find free tax preparation help. Sign up for tax tips and follow IRS news. Access IRS resources and connect with the agency remotely.
Track vehicle automatically by starting the . Generate IRS-compliant reports for tax deductions. Log expenses and categorize them. Export data in multiple formats for accounting purposes. Set reminders for regular maintenance and fuel purchases.
Calculate sales tax and discounts with percentage-based operations. View equations and reuse previous results via the history tape. Adjust rounding settings and switch between multiple color themes.
Track vehicle trips automatically with real-time detection technology. Log journeys without manual input. Save detailed records for tax deductions and expense reports. Export logs in multiple formats and share directly.
Book flights using points and miles from major airline alliances. Search for domestic and international award flights across Star Alliance, OneWorld, and SkyTeam. View flight details and book directly without switching between airline websites.
Organize tax documents by uploading or scanning receipts, 1099s, 1098s, and W-2s. Retrieve tax forms automatically. Store files securely with bank vault encryption. Sign documents electronically and share with tax professionals.
Track expenses, mileage, and time with detailed logging and categorization. Generate professional PDF reports using multiple templates. Set budgets, receive alerts, and sync data across devices.
Calculate sales tax and discounts with percentage-based equations. View calculation history for reuse. Adjust tax settings via swipe. Customize rounding preferences. Choose from multiple color themes. Perform basic arithmetic operations.
Check account balances and review recent transactions. Transfer funds between accounts. Deposit checks remotely. Access statements and tax forms electronically.
Manage income from gig jobs by linking accounts with Uber, Doordash, Instacart, Amazon Flex, or others. Track expenses, project taxes, and receive guaranteed daily pay.