Tax Bot
A monthly bookkeeping assistant for small business owners. It preps gross receipts figures, gathers credit card statements, and suggests possible write-offs, then drafts it all to your bookkeeper. Nothing is sent until you approve it.
What it does
- Preps gross receipts figures, gathers credit card statements
- Suggests possible write-offs
- Drafts it all to your bookkeeper
In the creator’s own words.
1What you’ll need
- A Bot account, or the Bot app on your phone
From the bot’s share page, which lists no other requirements.
Avoid sharing passwords, keys or private personal data.
2Set it up
Summary from the bot’s share page:
- Open Tax Bot’s share page with Open in Bot.
- Add Tax Bot in Bot.
- Start a chat with Tax Bot, then review what it produces and check any factual claims.
3Use it
Shared by Ricardo Saiz. Open it in Bot to start using it.