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Bank Statement Processing
Upload one or several bank statements per period. Bank format is detected automatically — no manual cleanup.
Smart Transaction Categorization
Every transaction categorized automatically and mapped to the correct Schedule C line — not just a label.
QuickBooks Online Sync
Processed transactions post directly to the client's QuickBooks ledger via Intuit's official API. No export, no import.
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Tax & Compliance

DR-15 Sales TaxFlorida
1099-NEC Detection$600 threshold
Quarterly Estimated Tax+ SE tax
Bank ReconciliationMulti-account
Balance SheetAssets & equity
PricingBy caseload

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Compliance Hub

Compliance Checklist
Answer five quick questions and get the exact list of documents your business needs in Florida.
Document Reader & Renewal Alerts
Upload your insurance, license, or registration. We read the expiration date and remind you before it lapses.
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Understand What You Owe
Plain-language explanations of sales tax, income tax, and self-employment tax — and why each one applies to you.

BANKING INSIGHTS

Commingling Splitter1 Click Split
Subscription & Fee RadarTrack Fees
Receipt MatcherAudit Prep
Cash Pulse DashboardLive View
Books, Tax-ReadyNo Bookkeeper
Financial ReportsP&L + Balance Sheet
1099s When You Hire Help$600 Threshold
DR-15 If You Sell Taxable GoodsFlorida
Registered Agent GuideCompliance
All GuidesBrowse All
PricingMonthly/Annual
TestimonialsReal owners

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Your accountant shouldn't charge you to tell you a license is expiring. See what the Compliance Hub actually does.
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Plain-language posts on Florida compliance, taxes, and the paperwork no one explains to you.
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How to Build Referral Partnerships With Attorneys and Bankers

How to Build Referral Partnerships With Attorneys and Bankers

by PAOLA VARGAS | Jul 23, 2026 | Compliance

CPA Advisory & Growth How to Build Referral Partnerships With Attorneys and Bankers Referral relationships with attorneys and bankers can be a genuinely reliable growth channel. Here is how to actually build them well. July 2026 4 min read By Paola Vargas Updated...
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How to Start Succession Planning for a Solo CPA Practice

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How to Hire Your First Associate or Staff Bookkeeper

by PAOLA VARGAS | Jul 23, 2026 | Compliance

CPA Advisory & Growth How to Hire Your First Associate or Staff Bookkeeper Hiring the first team member is a genuine turning point for a solo practice. Here is how to actually approach it well. July 2026 4 min read By Paola Vargas Updated July 24, 2026 P Paola...
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by PAOLA VARGAS | Jul 23, 2026 | Compliance

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