Track and categorize business and personal transactions automatically. View real-time profit and loss reports. Monitor cash flow and tax deadlines. Receive AI suggestions for funding opportunities and financial planning.
Track business for reimbursement, manage vehicle maintenance, and maintain a clean logbook for IRS records. Log trips, save routes, and categorize expenses. Export data for tax purposes and sync across devices.
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.
Create and send professional invoices to customers directly from your phone. Track status and manage payments. Organize finances and business records. Share invoices securely and receive payments on the go.
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.
Estimate federal and state income taxes, self-employment taxes, and quarterly taxes. View tax bracket and effective tax rate. Calculate estimated annual tax liability with detailed breakdowns.
AI identifies tax deductions and generates tax returns. Users input income and expenses. A CPA reviews and finalizes returns. Tracks deductions and provides tax savings estimates. Offers federal and state filing assistance.
Convert documents to PDF, Word, TXT, or images. Scan and edit pages with OCR text extraction. Share files directly or save to cloud storage. Organize and annotate scanned documents. Export in multiple formats for easy use.
Track trips with automatic GPS detection or manual entry. Log , fuel costs, and expenses per . Calculate costs using custom or IRS guidelines. Export data for tax purposes and manage multiple trips.
Scan receipts to automatically categorize and log expenses. Track spending patterns and set budget limits. Generate detailed reports and export data for financial records. Sync across devices for real-time access and management.