Reconcile bank & card statements
Confirm transactions and vendor names. Add missing business context to ambiguous charges.
Attach receipts
Every deductible transaction should have a receipt or acceptable documentation.
Email-in and phone capture make this fast.
Mileage log tidy-up
Confirm your trips and export a PDF/CSV of the log.
Big purchases & software
Note any equipment and subscriptions. Some items may be expensed; others depreciated.
Home office (if eligible)
Measure square footage once and save a picture/floor plan. Keep utility records.
Export for your tax pro
Create a clean CSV + receipts ZIP. Save a backup copy.
Beta scope note
Bank connections are planned. The initial beta focuses on receipts, Q&A, mileage, and clean exports.