tools to make getting ready for tax season easier needed

4 Replies

Receipt logs

Use Hubdoc or Receipt bank depending on your needs. QuickBooks Online has an app that you can upload the receipts too. Make sure you upload it to a place, that you can download them whenever you need them or discontinue their service.

@Tina Trussoni

Some accounting firms will offer coaching services to help get your books and records organized. See if you can connect to to a firm that offers that service.

If your portfolio is large enough, then it might make sense to outsource all of it to a firm that will take care of everything on the back end and then send you monthly or quarterly financial statements.