Prepare for tax season in minutes, not days. Automated readiness checks, Schedule C expense mapping, and one-click export to TurboTax, H&R Block, and other tax prep software.
Try It FreeGathering financial records for tax time is the part of running a business that nobody enjoys. BizBooks Pro eliminates the busywork with a dedicated Tax Center that prepares everything your accountant needs — or lets you file directly by exporting data into your preferred tax software.
Finish your tax package and email it to your accountant without leaving BizBooks Pro. They receive a secure link rather than an attachment, so the documents expire after 30 days and you can withdraw them at any point. You see whether the link has been opened, and you can offer your accountant direct access to your books in the same message.
Export a .TXF file and import it straight into TurboTax, H&R Block, TaxAct, or any software that reads Tax Exchange Format files. Your Schedule C income and expense totals land on the correct tax form lines automatically — zero manual data entry required.
View your annual financial snapshot: total revenue, deductions, net income, assets, and liabilities — all in one screen.
Six automated tests confirm your books balance, transactions are posted, 1099 vendors have TINs, and your company information is complete.
Use the dropdown on each income and expense account to assign the correct IRS form line. Mappings persist across years — set them once and forget them.
Generate a branded PDF or CSV bundle for your CPA, or export a .TXF file to import directly into your tax preparation software. Both options are available from the same screen.
Choose any combination of reports for your tax package
Full-year revenue, cost of sales, operating expenses, and bottom-line net income.
Year-end position showing assets, debts, and equity with current and fixed breakdowns.
All accounts with verified debit and credit columns. The first thing your CPA checks.
Operating, investing, and financing cash movements with beginning and ending balances.
Every expense mapped to its IRS Schedule C line with annual totals, ready for your 1040.
Transaction-by-transaction detail for every account. The complete audit trail.
Your full chart of accounts with types, sub-types, and current balances.
Outstanding receivables and payables sorted by current, 30, 60, and 90+ day buckets.
Standard .TXF format that feeds directly into TurboTax, H&R Block, and TaxAct. Your Schedule C amounts populate the right form lines automatically.
Before you share anything with a tax preparer, BizBooks Pro runs six automated checks on your data: balanced books, posted transactions, 1099 vendor TINs, company details, and year-end close status. You see exactly what needs attention — and what is already in good shape.
Assign each income and expense account to the correct IRS Schedule C line one time. BizBooks Pro remembers the mapping permanently, so when next year's tax season arrives you can go straight to exporting without any setup.
The .TXF (Tax Exchange Format) file is an industry-standard format recognized by all major tax preparation programs. When you export from BizBooks Pro, each mapped account's total is tagged with the correct TXF reference code. Import the file into your tax software and your Schedule C populates automatically — no typing amounts, no transcription errors.
A tax package is a complete picture of your finances, and an emailed attachment lives in an inbox forever with no way to take it back. BizBooks Pro publishes the documents behind a private link instead. The link expires automatically after 30 days, you can withdraw it in one click, and the send history tells you whether your accountant has opened it — so you know the handover landed without having to chase anyone.
Before anything is sent, you see the finished email exactly as your accountant will receive it, including any note you wrote. The subject line is yours to reword. Nothing leaves your computer that you have not read first.
Tick one box and the same email invites your accountant to connect to your books rather than working from exports. They install BizBooks Pro, enter a short code, and they are in — no VPN, nothing to configure on your side. You can disconnect them whenever you want, and clients who hold their own licence never count against your plan.
The PDF package includes a branded cover page, table of contents, and page-numbered reports. It presents your financial data the way a professional accounting firm would — clean, organized, and ready to work with.
Join business owners who hand their accountant a polished package — or import everything into TurboTax with one file.
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