Tax Prep Checklist

Year-round tax-readiness tracker from your QuickBooks data.

How it works

A live checklist that flags missing 1099 info, deductible categories, and quarterly estimate reminders pulled directly from QuickBooks. Available as a stacked add-on ($14/mo).

You bring

QuickBooks vendors & expenses
Filing calendar

You get

1099 readiness
Deductible category audit
Quarterly estimate reminders

Example

Prompt

"Are we ready for Q3 estimated tax filing?"

Output

Q3 est. $14,200 due 9/15. 1099s: 4 vendors missing W-9. Deductibles audit: 6 items need review.