Tax-ready bookkeeping for solopreneurs
Solopreneurs waste 10+ hours per week on manual bookkeeping, invoicing, and expense tracking instead of building products and growing revenue.
Taxwise automatically tags every expense with the correct tax category, tracks mileage and home-office deductions, calculates quarterly estimated taxes, and prepares clean export packages for your accountant while still handling invoicing and basic bookkeeping.
Solopreneurs and small business owners handling their own finances
The only finance tool designed from day one around maximizing legitimate deductions and eliminating tax surprises for solo business owners.
supportive and knowledgeable
AI maps transactions to correct Schedule C categories
Real-time calculation of estimated payments due
Automatic mileage logging via GPS or manual entry
Create and send invoices with tax tracking
One-click ZIP with categorized ledger and receipts
Import and classify all accounts
Track square footage and auto-calculate deduction
Quarterly to-do list with deadlines
Searchable receipt vault by tax year
Tax trend analysis across years
| Column | Type | Nullable |
|---|---|---|
| id | uuid | No |
| user_id | uuid | No |
| business_name | text | Yes |
| tax_id | text | Yes |
| home_office_sqft | int | Yes |
| created_at | timestamp | No |
Relationships:
| Column | Type | Nullable |
|---|---|---|
| id | uuid | No |
| profile_id | uuid | No |
| amount | int | No |
| irs_category | text | Yes |
| tax_year | int | No |
| date | timestamp | No |
| is_deductible | bool | No |
Relationships:
| Column | Type | Nullable |
|---|---|---|
| id | uuid | No |
| profile_id | uuid | No |
| amount | int | No |
| status | text | No |
| tax_year | int | No |
| created_at | timestamp | No |
Relationships:
| Column | Type | Nullable |
|---|---|---|
| id | uuid | No |
| profile_id | uuid | No |
| miles | int | No |
| purpose | text | Yes |
| date | timestamp | No |
Relationships:
/api/tax-estimateCalculate current quarterly tax estimate
/api/transactions/categorizeApply IRS category via AI
/api/export/packageGenerate accountant export ZIP
/api/mileageLog new mileage entry
Limited transactions
None
None
| Month | Users | Conversion | MRR | ARR |
|---|---|---|---|---|
| Month 1 | 110 | 9% | $287 | $3,444 |
| Month 6 | 1,100 | 16% | $5,104 | $61,248 |
Intelligent bookkeeping that automatically maximizes deductions and tells you exactly what you owe each quarter.
1. Target tax-related Facebook groups and offer free Premium access to the first 15 who join beta. 2. Create a viral thread on Twitter about 'deductions solopreneurs always miss' and drive to landing page. 3. Partner with 3 tax influencers on Instagram for affiliate-style beta invites.
Good tax categorization
Complex and expensive for pure solos
Simpler, more focused on tax intelligence and quarterly estimates
Human bookkeepers
Very expensive and not self-serve
AI-first self-serve at 1/10th the cost
Strong receipt scanning
Limited invoicing and full bookkeeping
Complete solution including invoicing and full ledger
Curated dataset of IRS category mappings and deduction patterns from thousands of solopreneurs, updated with every new tax season.
IRS rules have become more complex while AI capability to classify correctly has finally become reliable and affordable.
Giving tax advice that could be inaccurate
Heavy disclaimers, partner with CPAs for review of logic, and position as helper not replacement for professionals
Seasonal usage tied to tax calendar
Emphasize year-round tracking and monthly value to reduce churn
Tax rules change every year
Build flexible category system that can be updated without code changes
Success: At least 40 responses with 65% indicating they would pay $29/mo for year-round tax readiness
Success: 85% say they feel more confident about taxes and want to continue
Success: 400 users acquired in first 30 days
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