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Introduction
Overview
Getting Started
Authentication
Registering a User
User Interface
User Activation
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)
Business Intelligence
Business Intelligence Tiles
Embeddable User Interface (Business Intelligence Tiles)
Tax Calculations
Tax Profile
Income Streams
Tax Estimates
Embeddable User Interface (Tax Dashboard)
Tax Filing
Annual Tax Filing (1040)
Tax Reporting
Schedule C
Schedule E (coming soon)
Form 1065
Form 1120-S
Form 1120
T2125 (Canada)
Accounting
Chart of Accounts
General Ledger
Embeddable User Interface (Accounting Dashboards)
Personal Expenses
Virtual Bookkeeping
Accountant Dashboard
Client-facing Dashboard
Data Lakes
Amazon S3 Data Lake
Google Cloud Storage Data Lake
International Support
Canada
Integrations
Unit
Gusto
Plaid
Integrating Plaid
Managing Plaid Accounts
MX
Finicity
Stripe
Maast
Moov
Shopify
Square
Intercom
Mixpanel
Integrating Mixpanel
Mixpanel Events
Front
April
Column Tax
Personal Budgeting
Updated about 1 month ago