📄️ Transactions
Transactions are the foundation of TheBooks.tax platform. You can sync them from your bank account, or manually import them.
📄️ Reports
Create a Report
📄️ Workspaces
A workspace is one set of books. If you keep the books for more than one
📄️ Categories
Default categories
📄️ Reconciliations
Reconciliation lets you match your transactions in TheBooks.tax against your actual bank statement to make sure everything lines up.
📄️ Best Practices
Use dedicated accounts for business
📄️ Adding a new client
In TheBooks.tax, a client is a workspace. Each client's books live in their own
📄️ Partner accounts
A partner account gives you a free workspace with unlimited bank connections.
📄️ Data Privacy
Do we save bank information?
📄️ FAQs
How to contact us?
📄️ Pricing & Refunds
What's free