Platform capabilities
Invoice Management
Gather invoices, classify records, review fiscal details, and export information for your tax preparation workflow.
Importing and organizing invoices
Gather invoices, classify records, review fiscal details, and export information for your tax preparation workflow.
Recommended workflow
- Collect complete source records and supporting documents.
- Review the system-generated information carefully.
- Resolve missing records and flagged exceptions.
- Export and approve the final records with your advisor.
A clean invoice workflow starts with properly documented income and expenses. Review generated categories and retain supporting documents.
Ready to simplify your filings?Move from tax work
Move from tax work
to tax confidence.
Connect your invoices, reconcile automatically, and prepare your filings in one flow. Create your free account and get your first filing underway today.
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