TaxFlow Features

Your Year-Round Tax Companion

TaxFlow, built by SmartBooks Academy, turns financial overwhelm into effortless organization. Designed for freelancers, entrepreneurs, and small business owners.

Smart Document Automation

Email & Cloud Sync

TaxFlow automatically scans your email for receipts, bills, and statements. Google Drive integration keeps documents safely stored.

AI Receipt Reader

Upload receipts and TaxFlow instantly extracts details. AI assigns each transaction to the correct tax category using IRS Schedule C standards.

Smart Naming & Sorting

Every document is labeled and filed automatically for instant access when it's time to reconcile or report.

Intelligent Dashboard

Tax Overview at a Glance

See income, expenses, and estimated tax totals in one clear view.

Tax Health Score

Built-in progress indicator shows how tax-ready you are.

Security You Can Trust

Your data deserves protection. TaxFlow uses enterprise-grade encryption.

  • IRS Publication 1075 standards for data protection
  • Plaid's permissible-purpose financial access requirements
  • SOC 2 and GDPR alignment for cloud security

Premium Subscription

One simple plan gives you everything

$24.99/month

Monthly Plan

$249/year

Annual Plan

Automate. Simplify. File with Confidence.