Expenses 

The Expenses section allows our clients to thoroughly document business expenses and meetings.  In less than a minute they can fill in the expense form with the complete details of the expense.  Click the "Save" button and they are done.  The "who, what, where, when and why" of their meeting or expense are safely stored for them.  They can even track mileage and if they should ever need any of the information associated with the meeting or expenses they have everything they need at their fingertips. 

This section also allows our clients to enter their recurring expenses such as web hosting, monthly dues, etc.  This way they do not have to enter them each month and they will be added to the expense report if it falls within their date range.   

Additional features include the ability to download the expenses to CSV, attach a copy of a receipt or business card  (in jpg format) to the meeting or expense, find the per diem table and convert a foreign currency into their national denomination.  The tax preparer will appreciate the detail and it only takes a few seconds to enter the information into the necessary forms. It is so simple to use that our clients do not have to be a computer "whiz" to manage the site easily. 

We are tax specialists and our service makes our users more productive while simplifying documentation and maximizing their deductions.