Powerful features for tax management
Everything you need to manage taxes across all your business entities
Multi-Entity Management
Manage all your LLCs, S-Corps, C-Corps, and partnerships from a single dashboard. Switch between entities instantly and see consolidated views.
- Unlimited entities per account
- Entity-specific dashboards
- Cross-entity reporting
- Consolidated tax views
Bank Account Sync
Securely connect all your business bank accounts via Plaid. Transactions sync automatically, keeping your books up-to-date in real-time.
- Unlimited bank accounts
- Automatic transaction sync
- Multi-account aggregation
- Bank-level security
AI Transaction Categorization
Our AI learns your spending patterns and automatically categorizes transactions. Save hours of manual data entry while improving accuracy.
- Machine learning categorization
- Custom category rules
- Bulk categorization tools
- Continuous learning
Receipt Scanning & OCR
Upload receipts via mobile or web. Our OCR technology extracts merchant, amount, date, and category automatically.
- Mobile receipt capture
- Automatic data extraction
- Receipt-to-transaction linking
- Cloud storage
Quarterly Tax Estimates
Never miss a quarterly payment. TaxRx calculates your estimated taxes based on income and automatically tracks payment deadlines.
- Automated calculations
- Payment deadline tracking
- Multi-state support
- Payment history
CPA-Ready Reports
Generate professional reports your accountant will love. Export to PDF, Excel, or share directly with your CPA.
- Profit & Loss statements
- Expense breakdowns
- Tax summaries
- Custom date ranges
S-Corp Compliance
Stay compliant with S-Corporation requirements. Track reasonable compensation, distributions, and generate compliance reports.
- Reasonable compensation tracking
- Distribution monitoring
- Compliance alerts
- IRS-ready reports
Real-Time Tax Insights
See your tax liability, deductions, and savings opportunities in real-time. Make informed decisions throughout the year.
- Live tax liability calculations
- Deduction tracking
- Tax savings opportunities
- Year-over-year comparisons
And so much more
Additional features that make tax management effortless
Bank-Level Security
Your data is encrypted at rest and in transit. We never store your banking credentials.
Real-Time Sync
Transactions sync automatically as they happen. No manual imports needed.
Audit Trail
Complete history of all changes and categorizations for audit purposes.
Fast Performance
Lightning-fast dashboard and reports, even with thousands of transactions.