Our Process

CREATE

The easiest and most important step: create your profile to get your username and password. Then select a plan customized for your business needs.

SYNC

Automatically sync your transactions with our secure server. Plug in relevant information and documents (company details, employee pay schedule, receipts, tax documents).

SIMPLIFY

Sit back and let our team of experts  prepare your profit and losses and balance sheet for you. Utilize our one-click feature to email it to yourself, from financial documents to tax returns.

Have questions along the way? Our staff is eager to help make this process as seamless as possible! We've built a tool for you to message our experts directly. Don't worry, they'll keep things simple.