📄️ Transactions
Transactions are the foundation of TheBooks.tax platform. You can sync them from your bank account, or manually import them.
📄️ Reports
View Tax Reports
📄️ Workspaces
Every bank you link to TheBooks.tax belongs to a workspace.
📄️ 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
📄️ Data Privacy
Do we save bank information?
📄️ FAQs
How to contact us?
📄️ Pricing & Refunds
Free plan