Share the books. Hand over a clean file.
Invite a partner or bookkeeper to a shared workspace, switch between personal and business views, and give your tax preparer exactly the file they asked for.
Available on Business

How it works
Pick a workspace
Personal is only visible to you. A team workspace is shared. “All workspaces” shows everything together.
Invite your team
Business includes three seats for a partner, bookkeeper, or assistant.
Export for tax time
Create a spreadsheet, a formatted PDF, an audit-ready report with receipt images, or a Schedule C tax report.
What’s included
Spreadsheet (CSV) Free
Every plan. Free covers the last 3 months; Pro and Business export full history.
Formatted PDF report Pro
Summary, totals, category breakdown, and record details.
Audit-ready report Business
Receipt images and itemized details, with mileage and hours when included.
Schedule C tax report Business
IRS categories, deductions, and mileage totals.
Shared team workspace Business
Three seats for the people who help run the business.
Multiple businesses Pro
Keep each business separate, with its own reports.
Plan tags show the lowest plan that includes each item. Compare plans.
Frequently asked questions
Who can see my Personal workspace?
Only you. Team workspaces are shared with the people you invite.
Where is Business billed?
Business is billed on the web. Pro can be bought in the App Store or on the web.
Try it on your own receipts.
Free to start, with 10 AI scans a month. No card required.