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Tax-ready books. Every filing on file.

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Books from bank statements

Upload statements in any format. Bank rules and AI categorize, and only balanced months post to the books.

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Every deadline tracked

Filing deadlines built from each client's details and books, with explanations and checklists.

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Client data protected

Tax IDs encrypted, every firm's data kept separate, hosted on AWS with daily backups.

Built for small tax and bookkeeping firms

Bookkeeping, 1099s, estimated taxes and the compliance calendar for every client, in one place.

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shield_lock Encrypted tax IDs • Firm data kept separate • HTTPS everywhere

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