Accountant & Tax
Generate a complete hand-over package for your accountant, tax preparer, or lawyer.
Everything a bookkeeper or accountant needs to take over your books — no back-and-forth emails.
- ✓ Summary & key figures
- ✓ Monthly profit & loss
- ✓ Full transaction ledger
- ✓ Expense categories (fixed/variable)
- ✓ Invoices with aging buckets
- ✓ Customers & suppliers
- ✓ Recurring expenses & bank balances
- ✓ All 0 uploaded document(s), foldered by type
- ✓ Document index & missing-items checklist
- ✓ README explaining the conventions
A tax-season file: your income, deductible spending, items that need professional judgement, and the standard tax-prep checklist — ready for a preparer or lawyer.
- ✓ Tax summary (income, profit, tax position)
- ✓ Income by month
- ✓ Expenses by category, flagged for review
- ✓ Large purchases (possible assets)
- ✓ Tax payments already recorded
- ✓ Unpaid invoices (bad-debt review)
- ✓ Tax-prep checklist, auto-checked
- ✓ 0 tax-relevant document(s) included
You haven't uploaded any documents yet — the packs will still include all your numbers, but no supporting files.
Manage paperwork →Accountants spend most of their intake time chasing missing statements and receipts. A single zip with the ledger, schedules, and foldered documents removes that entire step.
The tax pack marks the standard tax-prep checklist against what you've uploaded, so you can see what's missing before the filing deadline.
This is not tax advice — the packs are prepared summaries of your own records for a professional to review.