Current Features ... and What Will Soon Launch
| Product Roadmap | ||
|---|---|---|
|
|
Available Now |
Launching Soon |
Bank Transaction Sync |
||
|
Load Sample Data (Try before you buy) |
|
|
|
Connect All of Your Bank Accounts & Credit Cards |
|
|
|
CSV File Upload |
|
|
Transaction Organizing |
||
|
Sort Deposits vs. Income (W2 vs. 1099) |
|
|
|
Sort Personal vs. Business |
|
|
|
Tag Deduction Category |
|
|
|
Audit Log History (See what changed and why) |
|
|
|
Export Reports |
|
|
|
Introduce AI (CatBot is coming) |
|
|
|
Auto-detect categories |
|
|
Household Collaboration |
||
|
Invite your Spouse/Joint-Filer |
|
|
|
Flag Transactions for Review |
|
|
|
Hide Sensitive Data |
|
|
|
Role-Based Permissions |
|
|
|
Shared Transaction View |
|
|
Tax Professional Gateway |
||
|
Tax Preparers Respond to Household Questions |
|
|
|
Tax Preparer Dashboard |
|
|
Custom Settings |
||
|
Specify Tax Year (such as “2024”) |
|
|
|
% of Home Dedicated to Work (defaults to 10%) |
|
|
