Frequently Asked Questions & Terms
How do I get my reports?
We will email them to your monthly when they are ready, but you can also view them any time through our online portal.
Can you file or help with my taxes?
We can handle your taxes for an extra fee if your finances are straightforward. Otherwise, we recommend handing off your end of year report and data to an accountant. We can connect you with one if needed.
How is my data stored?
After an invoice, receipt, or statement is received it is processed, filed, and stored on an encrypted drive.
Can I export my data?
We can export your data to you at any time.