Accounting
Last updated April 03, 2025
Tax Documents
Easily generate and export year-end tax reports. This includes:
- Profit & Loss report
- IRS-compliant Mileage report
- Expense report
- 1099/payments received report
Payment Management
Track payments from clients with ease. Automatically log completed signings, mark invoices as paid, and get real-time insights into your earnings. Manage overdue payments and stay on top of your cash flow.
- Filter payments by 30, 60, 90+ days overdue
- Collecting payment
- Track invoice status (Invoice not sent yet, Invoice sent, Invoice overdue, Paid)
- Send branded invoice and receipt PDFs by email or download
Mileage Tracking
- Distance traveled is calculated automatically for every appointment
Expense Tracking
Record and categorize business expenses such as supplies, travel, and marketing. Attach receipts and monitor spending trends to better manage your bottom line.