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Everything you need to maximize your tax savings
Tracking & Automation
- Bank & credit card sync (soon)
- GPS mileage tracking (soon)
- Receipt storage & AI categorization (live)
- Statement upload & AI categorization (live)
- Manual expense & mileage tracking (live)
Tax Planning & Optimization (All Live)
- AI-powered tax strategy optimizer
- Full year tax tracking dashboard
- AI deduction finder & discovery
- Tax scenario modeling
- Multiple business tracking
- Standard deduction comparison
- Monthly & Quarterly strategy reports
- Automated tax deadline alerts & reminders
Calculators & Tools (All Live)
- Home affordability calculator
- Retirement contribution optimizer
- Quarterly tax estimator and tracker
- Home office calculator
- All standalone calculators
Export & Filing
- Professional CPA-ready export (PDF)
- Optional tax filing add-on (coming soon)
Support & Assistance
- AI-powered support assistant
- Same-day email support