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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
See the Full Workflow
From raw bank statement to QuickBooks-ready ledger — see exactly what the platform automates before close.
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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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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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Pricing
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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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Bank Statement Processing
Smart Categorization
QuickBooks Sync
DR-15 Sales Tax
See All for Accountants
Books, Tax-Ready
Financial Reports
1099s When You Hire Help
DR-15 If You Sell Taxable Goods
Compliance Checklist
Document Reader
Registered Agent Guide
All Guides
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For Business Owners
For Accountants
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Featured Guides

Featured Guides

The guides our readers use most — start here.

Florida Sales Tax 2026 — Complete Guide

Rates, DR-15 filing, and all 67 counties. Our most-read resource.

Quarterly Estimated Taxes, Explained

The four deadlines, SE tax, and the safe harbor rule — without jargon.

How to Avoid Sales Tax Penalties in Florida

The mistakes that trigger penalties, and how to stay ahead of them.

Filing the BOI with FinCEN

Who must file, what to report, and the deadlines that matter.

Getting an EIN from the IRS

Step-by-step registration for your new Florida company.

A Corporation That Owns Your LLC

When this structure makes sense — and when it doesn’t.

Browse everything.

All our Florida tax and business resources, by category.

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Recent Posts

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Outsourcing Processing

Pre-Close Automation for CPAs and business owners nationwide.

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+1 (305) 645-5345
[email protected]

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