Year-Round Tax Automation

Automate.
Simplify.
File with confidence.

Your year-round tax assistant. Store receipts, track expenses, and stay audit-ready automatically — no manual entry, no stress, no surprise bills.

No credit card required Free plan forever Cancel anytime

250K+

Happy Users

5M+

Deductions Found

4.9/5

Average Rating

99.8%

Filing Success

Everything You Need

One platform. Every tax need.

From daily expense tracking to full human-prepared returns — TaxFlow covers the entire tax lifecycle.

Essential+

TaxGPT AI

24/7 AI tax assistant — ask anything, get instant answers backed by current tax law.

Free

Receipt & Mileage Tracking

Snap receipts, auto-categorize expenses, and track business miles year-round.

Free

Quarterly Tax Estimates

Never miss a quarterly deadline. Auto-calculate what you owe and when.

Pro+

Crypto Tax Tracking

Import from any exchange, calculate gains/losses, and generate Form 8949.

Pro+

Audit Defense Hub

IRS correspondence tracking, audit trail, and professional support when you need it.

Pro+

Business Entity Management

Manage LLCs, S-Corps, and multi-entity compliance from one dashboard.

A la carte

Remote Returns

Upload your docs and let a real human preparer handle everything — filed through our licensed e-file partner.

Essential+

SmartBooks Academy

Tax education courses, guides, and resources to make you financially literate.

Simple Process

Your Tax Journey, Simplified

Four steps to stress-free filing

01

Sign up free

Create your account in 30 seconds. No credit card required.

02

Connect and upload

Link accounts or upload documents. Our AI categorizes everything automatically.

03

Track year-round

Receipts, mileage, quarterly estimates — all in one place, all year long.

04

File with confidence

Use TaxGPT, prep your own return, or hand it to our human preparers.

Real Stories

People love TaxFlow

Join thousands who have simplified their tax lives

“TaxFlow helped me organize a year of chaotic receipts in just one afternoon. Game changer for my business.”

JM

Jessica Martinez

Independent Consultant

“The automated expense tracking alone is worth it. I found deductions I did not even know existed.”

DP

David Park

E-commerce Seller

“Finally ditched my expensive accountant. TaxFlow gives me the same results at a fraction of the cost.”

AF

Amanda Foster

Creative Agency Owner

👩🏽‍💼

Teresa

Founder, SmartBooks24

PTIN Holder · CPA Candidate · Tax Enthusiast since 1997

1997

Fell in love with taxes

Harley

The reason this exists

Now

Built for you

W-2 & 1099Gig WorkersSelf-EmployedSmall BusinessCryptoSide Hustles
Built by a Real Preparer

A lifelong obsession.
Finally turned into something.

I’ve been fascinated by taxes since 1997. Not because it’s glamorous — it’s not — but because I watched people around me overpay, miss deductions, and get blindsided by bills that were completely avoidable. I just knew there was a better way.

For years I helped family and friends for free. Then my daughter Harley went off to college, and suddenly I had way too much time on my hands and no more excuses. So I got serious. Got my PTIN. Started studying for my CPA. And built the tool I always wished existed.

SmartBooks24 is what happens when someone who genuinely loves this stuff stops doing it for free and starts doing it right — with AI that works year-round and a real human who actually knows your situation.

When you work with SmartBooks24, you get someone who genuinely cares — not just about your refund, but about your financial future.

Simple Pricing

Start free. Upgrade when you are ready.

Plans from $0 to $39.99/month. No contracts, no hidden fees, cancel anytime.

Free

$0/mo

Receipts, mileage, 1 estimate

Essential

$9.99/mo

Unlimited tracking + TaxGPT

Most Popular

Pro

$24.99/mo

Full suite: crypto, audit, entities

Business

$39.99/mo

Multi-entity + priority support

Transform your tax experience today

Join thousands of professionals who have automated their tax workflow. Start free — no credit card needed.

No credit card required Free plan forever Cancel anytime