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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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DR-15 Sales TaxFlorida
1099-NEC Detection$600 threshold
Quarterly Estimated Tax+ SE tax
Bank ReconciliationMulti-account
Balance SheetAssets & equity
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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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Florida Sales Tax Alachua County Guide | OutsourcingProcessing

Florida Sales Tax Alachua County Guide | OutsourcingProcessing

by PAOLA VARGAS | Jul 24, 2026 | Florida Compliance

DR-15 Sales Tax Florida sales tax in Alachua County: what businesses need to know Florida sales tax in Alachua County: state 6% plus county surtax, DR-15 filing steps, exemptions, and compliance mistakes to avoid. July 2026 6 min read By Paola Vargas Updated July 24,...
Cloud vs. Desktop Accounting Software: What Firms Should Weigh

Cloud vs. Desktop Accounting Software: What Firms Should Weigh

by PAOLA VARGAS | Jul 15, 2026 | Florida Compliance

CPA Tools & Automation Cloud vs. Desktop Accounting Software: What Firms Should Weigh The cloud vs desktop debate is not as settled as it seems. Here is what CPA firms should actually weigh before choosing either path. July 2026 4 min read By Paola Vargas Updated...
How Automated Bookkeeping Reduces Data Entry Errors

How Automated Bookkeeping Reduces Data Entry Errors

by PAOLA VARGAS | Jul 15, 2026 | Florida Compliance

CPA Tools & Automation How Automated Bookkeeping Reduces Data Entry Errors Manual data entry is one of the most common sources of bookkeeping errors. Here is how automation actually reduces the mistakes that slip through. July 2026 4 min read By Paola Vargas...
Multi-Entity Consolidation: What Automation Can and Cannot Do

Multi-Entity Consolidation: What Automation Can and Cannot Do

by PAOLA VARGAS | Jul 15, 2026 | Florida Compliance

CPA Tools & Automation Multi-Entity Consolidation: What Automation Can and Cannot Do Automating multi-entity consolidation saves real time, but it cannot replace every judgment call. Here is where the line actually sits. July 2026 4 min read By Paola Vargas...
How to Automate Sales Tax Calculation for Multi-State Clients

How to Automate Sales Tax Calculation for Multi-State Clients

by PAOLA VARGAS | Jul 15, 2026 | Florida Compliance

CPA Tools & Automation How to Automate Sales Tax Calculation for Multi-State Clients Multi-state sales tax rules change constantly. Here is how automated calculation tools actually help CPA firms keep up without manual rate lookups. July 2026 4 min read By Paola...
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...
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