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Stop scrambling every tax season. Track every account's monthly statements in one place, get automatic flags for anything missing, and code transactions by category as you go — with a summary tab that totals everything for your accountant. Includes a fillable PDF checklist.
Stop scrambling every tax season. Track every account's monthly statements in one place, get automatic flags for anything missing, and code transactions by category as you go — with a summary tab that totals everything for your accountant. Includes a fillable PDF checklist.