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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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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.

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Tax UpdatesIRS & FL DOR
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What a Registered Agent Actually Does
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Outsourcing Processing
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Mortgage
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Using Real-Time Dashboards to Give Clients Financial Visibility

Using Real-Time Dashboards to Give Clients Financial Visibility

by PAOLA VARGAS | Jul 15, 2026 | Florida Compliance

CPA Tools & Automation Using Real-Time Dashboards to Give Clients Financial Visibility Monthly reports are useful but delayed. Here is how real-time dashboards change what clients actually see and understand about their business. July 2026 4 min read By Paola...
How to Evaluate Vendor Lock-In Risk Before Choosing Software

How to Evaluate Vendor Lock-In Risk Before Choosing Software

by PAOLA VARGAS | Jul 15, 2026 | Florida Compliance

CPA Tools & Automation How to Evaluate Vendor Lock-In Risk Before Choosing Software Switching bookkeeping software later can be far harder than it should be. Here is how to evaluate lock-in risk before committing. July 2026 4 min read By Paola Vargas Updated July...
Security and Access Controls to Check in Bookkeeping Software

Security and Access Controls to Check in Bookkeeping Software

by PAOLA VARGAS | Jul 15, 2026 | Florida Compliance

CPA Tools & Automation Security and Access Controls to Check in Bookkeeping Software Client financial data deserves real security scrutiny before trusting a cloud bookkeeping platform. Here is what to actually check. July 2026 4 min read By Paola Vargas Updated...
Florida County Surtax Rates 2026 | OutsourcingProcessing

Florida County Surtax Rates 2026 | OutsourcingProcessing

by PAOLA VARGAS | Jul 15, 2026 | Florida Compliance

DR-15 Sales Tax Florida county surtax rates 2026: are you charging the right amount Florida county surtax rates vary by location. Learn 2026 rates, how to calculate combined sales tax, and file DR-15 correctly for your business. July 2026 8 min read By Paola Vargas...
How to Automate Recurring Journal Entries for Clients

How to Automate Recurring Journal Entries for Clients

by PAOLA VARGAS | Jul 14, 2026 | Uncategorized

CPA Tools & Automation How to Automate Recurring Journal Entries for Clients Recurring journal entries done manually every month are an easy place to introduce errors. Here is how automating them actually helps. July 2026 4 min read By Paola Vargas Updated July...
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