Tax organizer

Hand your CPA one organizer, not a year of bank lines.

Your bank file, sorted and added up, with the owner pay, payroll, loans and large purchases pulled out and the questions your CPA will ask already written down.

Please read. Practice CEO is an AI coach. It reacts to the numbers you enter. It is not a lawyer, CPA or licensed adviser, and you stay in charge of every decision. Your CPA reviews and owns your books and signs your returns. This organizer does not work out any tax.

The sample is Maple Street Dental, an invented practice. Or drop your own bank file below.

Drop your files. No typing.

Bank file · CSV with date, description and amount · the full year reads best

Read on this computer. Nothing is uploaded, and patient names are never needed.

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