Planned· $19/mo · advisory only
Find the deductions your accountant missed.
Connect your bank and cards. The agent categorizes every transaction, surfaces deductions you didn't know you had (home office, mileage, software subs, equipment), and exports a clean Schedule C draft you can hand to your CPA or import into TurboTax. Read-only and advisory — we don't file returns. (Tax filing is owned by Perplexity Computer for Taxes and Keeper as of Apr 2026.)
What it does
- •Bank + credit card sync via Plaid
- •Auto-categorization into Schedule C lines with LLM
- •Deduction discovery (home office, mileage, software, education)
- •Monthly "you might be missing $X" report
- •Schedule C PDF + TXF export for your CPA / TurboTax
- •Quarterly estimate reminders
When to hire
- •Self-employed / freelancer expense tracking
- •Find missed deductions before tax season
- •Hand a clean Schedule C to your CPA
- •Stay ahead on quarterly estimates
What you'll say
- “Find deductions I missed last year”
- “Categorize my transactions for Schedule C”
- “How much should I set aside for Q1 estimated taxes?”