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Introduction
Overview
Getting Started
Authentication
Registering a User
Next Steps (User Interface)
API Patterns
Pagination
Webhooks
Products
Expense Tracking
Data Sources
Business Categorization
Tax Categorization
Deduction Finder
Embeddable User Interface (Expense Dashboard)
Income Streams
Data Sources
Self-Employed & Business Income
Investment Income
Personal Income (W-2)
Embeddable User Interface (Income Dashboard)
Invoicing
Customizing Design & Branding
Creating a Client
Creating an Invoice Draft/Quote
Finalizing an Invoice
Managing Finalized Invoices
Payment Processing
Embeddable User Interface (Invoice Dashboard)
Embeddable User Interface (Client-facing Invoice)
Financial Reporting
Income Reports
Expense Reports
Accounting Reports
Embeddable User Interface (Report Dashboard)
Tax Calculations
Tax Profile
Income Streams
Tax Estimates
Embeddable User Interface (Tax Dashboard)
Tax Filing & Payments
Annual Tax Filing (1040)
Quarterly Tax Payments (1040-ES)
Managing Tax Payments
Tax Reporting
Schedule C
Schedule E
Form 1065
Form 1120-S
Form 1120
T2125 (Canada)
Accounting
Chart of Accounts
General Ledger
Embeddable User Interface (Accounting Dashboards)
Personal Budgeting
Personal Expenses
Embeddable User Interface (Personal Budgeting)
Virtual Bookkeeping
Accountant Dashboard
Client-facing Dashboard
Data Lakes
Amazon S3 Data Lake
Google Cloud Storage Data Lake
International Support
Canada
Integrations
Banking-as-a-Service (BaaS)
Unit
Gusto
Plaid
Integrating Plaid
Managing Plaid Accounts
MX
Finicity
Stripe
Shopify
Intercom
Mixpanel
Integrating Mixpanel
Mixpanel Events
Getting Started
Updated over 1 year ago
