Personal and business finance software and services allow users to keep track of their spending and monitor various checking accounts and credit cards all in one place.
Whether we like it or not, accounting and taxes also come into play here in addition to budgeting, billing and more.
If you’re ready to take a more active role in planning your finances, you’ve come to the right place.
At the end of the month, you’ve got a pile of receipts that are all crumpled up and faded. It’s hard to tell how much you spent and where, which makes keeping track of your finances a hassle. Shoeboxed can help you organize all your receipts digitally and Fetch can help you with your expense reports on the road so you get reimbursed more quickly.
Shane Wilson was the Director of Experience Design at H&R Block from 2016-2019. His team works hard to create and innovate the DIY tax preparation industry’s customer experience. We got the chance to chat with Shane about his experience with one of the top online tax prep service companies. Go behind the scenes at H&R Block and learn how they’re helping business owners retain revenues.
If you’re self-employed and didn’t keep optimal records for your taxes last year, you’re not alone. In fact, a recent QuickBooks survey of self-employed professionals and small business owners found that only 15% of all respondents said that they deduct 100% of what’s allowed every year.
