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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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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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Maximize Section 179 Deduction | OutsourcingProcessing

Maximize Section 179 Deduction | OutsourcingProcessing

by PAOLA VARGAS | Aug 11, 2026 | Tax Updates

Schedule C & Annual Tax How to maximize your Section 179 deduction before December 31 Claim more of your equipment purchases with Section 179. Step-by-step guide to maximize deductions before year-end and reduce your taxable income. August 2026 10 min read By...
October 15 Extended Tax Deadline 2025 | Outsourcing Processing

October 15 Extended Tax Deadline 2025 | Outsourcing Processing

by PAOLA VARGAS | Aug 10, 2026 | Tax Updates

Schedule C & Annual Tax October 15 extended tax deadline: no more delays for 2025 returns October 15 extended tax deadline for 2025 returns explained. Steps to file Schedule C, avoid late penalties, and stay compliant in Florida. August 2026 9 min read By Paola...
How to Calculate Owner Draws | OutsourcingProcessing

How to Calculate Owner Draws | OutsourcingProcessing

by PAOLA VARGAS | Aug 8, 2026 | Tax Updates

Schedule C & Annual Tax How to calculate and report owner draws from your business Owner draws are cash withdrawals from your business profit. Learn how to calculate them correctly and report them on Schedule C for tax filing. August 2026 10 min read By Paola...
Reduce Tax Bill Before Year End | Outsourcing Processing

Reduce Tax Bill Before Year End | Outsourcing Processing

by PAOLA VARGAS | Aug 5, 2026 | Tax Updates

Schedule C & Annual Tax How to legally reduce your tax bill before December 31 Legal ways to reduce your tax bill before December 31. Practical strategies for Florida small-business owners to lower 2026 taxes. August 2026 9 min read By Paola Vargas Updated August...
Section 179 Deduction Equipment | OutsourcingProcessing

Section 179 Deduction Equipment | OutsourcingProcessing

by PAOLA VARGAS | Aug 3, 2026 | Tax Updates

Schedule C & Annual Tax Section 179 deduction: how to write off business equipment before year-end Section 179 deduction lets you write off qualifying equipment in one tax year. Learn how it works, limits, and filing steps for 2026. August 2026 9 min read By Paola...
Annual Tax Summary for CPA | Outsourcing Processing

Annual Tax Summary for CPA | Outsourcing Processing

by PAOLA VARGAS | Jul 31, 2026 | Tax Updates

Schedule C & Annual Tax How to prepare your annual tax summary for your CPA Learn how to prepare your annual tax summary for your CPA in 2026. Step-by-step guide for Florida small-business owners on organizing records and filing. July 2026 10 min read By Paola...
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Recent Posts

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