Find the mistakes in your QuickBooks before your accountant does.
A 10-minute, read-only scan of your QuickBooks Online books. You get a plain-English list of what's wrong and how to fix it, before you hand things over at tax time.
Not live yet. Join the list and we'll email you once when it opens.
6 issues to fix before tax time
- High23 transactions sitting in "Uncategorized Expense"$4,812
- HighPossible personal purchases in business expenses$1,240
- Med4 likely duplicate transactions$686
- MedChecking account not reconciled since August3 mo
- Med2 contractors paid over $600 with no 1099 details$9,400
What it checks
These are the problems accountants find in self-kept books again and again, and often charge cleanup fees to fix. Automatic categorization helps, but it still gets things wrong.
Uncategorized and miscategorized items
Money left in "Ask My Accountant" or "Uncategorized," plus categories that don't fit the vendor.
Personal spending mixed in
Groceries, streaming, and other likely personal charges booked as business expenses.
Duplicates and missing entries
Transactions recorded twice, plus gaps where bank activity never made it into the books.
Reconciliation gaps
Bank and card accounts that haven't been reconciled, and balances that don't add up.
Contractor (1099) gaps
Contractors paid over the reporting threshold who are missing tax details.
Red-flag balances
Negative bank balances, stuck "Undeposited Funds," and owner draws booked as expenses.
How it works
It never changes your books. It only looks and tells you what it found.
Connect, read-only
Sign in through QuickBooks' own secure connection. We can view your books but can't edit them.
We scan your year
Every transaction and account gets checked against common tax-time mistakes. It takes minutes.
Fix with a clear list
You get a plain-English report with what's wrong, why it matters, and the exact steps to fix each item.
Simple pricing
Founding prices for people on the early-access list.
Tax-Ready Report
One full scan of your tax year, ready to fix before you send your books to your accountant.
- Full-year scan
- Readiness score and prioritized fix list
- Re-scan after you fix things
Monthly Check
Catch problems every month, so year-end is a non-event.
- Automatic monthly scan
- Email when something looks wrong
- Cancel anytime
Get early access
Free to join, no card needed. We'll email you once when it's ready, before tax season.
Want to lock in $49 now? Pre-order the Tax-Ready Report. It's fully refundable anytime before launch.
Questions
Does this replace my accountant?
No. It helps you hand over cleaner books, so your accountant spends less time (and charges you less) on cleanup. It isn't tax advice.
Can it change or break anything in my QuickBooks?
No. It uses read-only access. It can look at your books, but it can't edit, delete, or add anything.
When is it available?
It's planned for January 2027, in time for tax season. Early-access members hear first.
Which versions of QuickBooks does it work with?
QuickBooks Online only, at launch. QuickBooks Desktop isn't supported.
What happens to my data?
We only read what the scan needs. We never sell your data, and you can disconnect and delete it anytime.