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ReceiptBank Self Employed – 2018 Innovation Award Winner

Helping to solve one of the biggest pain points in serving self-employed tax clients, Receipt Bank Self Employed employs leading class OCR combined with award winning machine learning to automate the Schedule C. Rather than once-a-year tax interaction with self employed clients, this new solution means accountants and tax pros can provide year round service and year round value to their clients. Accountants can monitor their self employed clients throughout the year on one central dashboard with their expenses organized, and totals calculated against the schedule c categories – meaning tax planning and tax preparation are far more efficient and potentially profitable with technology doing the heavy lifting of preparing a client’s expenses for review and publishing to the Schedule C.

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