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Pre-Close Automation

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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For CPAs & Firms
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From raw bank statement to QuickBooks-ready ledger — see exactly what the platform automates before close.
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Qualifying Income Calculator

Mortgage
Self-employed income from real bank statements — a check against the GSE 1084 calculation.
SBA
Cash flow add-backs and DSCR analysis for SBA advisors — not just a payment calculator.
M&A
Seller discretionary earnings, verified against the seller's actual bank deposits.

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
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For Business Owners
Stop Paying for a Reminder
Your accountant shouldn't charge you to tell you a license is expiring. See what the Compliance Hub actually does.
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For Specific Situations

Immigration Sponsors
I-864 income evidence, built from your already-filed tax return — skip the $500 accountant letter.
Forensic / Legal
Reconstruct real income from bank records for a divorce or legal case — every adjustment shown, defensible in court.

For Business Owners

Running Your Business
Plain-language posts on Florida compliance, taxes, and the paperwork no one explains to you.
Florida Compliance FAQ
Direct answers — what a registered agent actually does, when DR-15 applies, what SunBiz wants every year.

For Accountants

CPA WorkflowPractice tips
Tax UpdatesIRS & FL DOR
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What a Registered Agent Actually Does
It's not a lawyer, and you don't need to pay $100/year for someone else to be it. Here's the real requirement.
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Outsourcing Processing
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Mortgage
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Calculate Estimated Quarterly Taxes | Small Business Guide

Calculate Estimated Quarterly Taxes | Small Business Guide

by PAOLA VARGAS | Jul 26, 2026 | Tax Updates

Schedule C & Annual Tax How to calculate estimated quarterly taxes for your small business Learn how to calculate estimated quarterly taxes for your small business in 2026. Step-by-step guide with deadlines and common mistakes to avoid. July 2026 7 min read By...
Bookkeeping for Medical Practice | Outsourcing Guide

Bookkeeping for Medical Practice | Outsourcing Guide

by PAOLA VARGAS | Jul 26, 2026 | Uncategorized

Business Process Outsourcing Outsourced Bookkeeping for Medical and Healthcare Practice Clients How medical practices manage bookkeeping without losing control. Explore outsourcing strategies that fit your workflow and protect patient confidentiality. July 2026 8 min...
Florida Sales Tax Bay County: What You Owe | OutsourcingProcessing

Florida Sales Tax Bay County: What You Owe | OutsourcingProcessing

by PAOLA VARGAS | Jul 26, 2026 | Florida Compliance

DR-15 Sales Tax Florida sales tax in Bay County: what businesses need to know Understand Florida sales tax in Bay County. Learn the rate structure, filing rules, and common mistakes to stay compliant. July 2026 8 min read By Paola Vargas Updated July 26, 2026 P Paola...
Florida Sales Tax Baker County: Requirements

Florida Sales Tax Baker County: Requirements

by PAOLA VARGAS | Jul 26, 2026 | Florida Compliance

DR-15 Sales Tax Florida sales tax in Baker County: what businesses need to know Baker County Florida sales tax rules, filing deadlines, and how to calculate what you owe. Step-by-step DR-15 guide for small businesses. July 2026 7 min read By Paola Vargas Updated July...
Economic Nexus Thresholds 2026 | Small Business Tax Guide

Economic Nexus Thresholds 2026 | Small Business Tax Guide

by PAOLA VARGAS | Jul 25, 2026 | Compliance

Multi-State Expansion Economic nexus thresholds 2026: the complete guide for online sellers Learn 2026 economic nexus thresholds for online sellers in Florida. Understand when you owe sales tax across states and how to stay compliant. July 2026 8 min read By Paola...
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