CPA Practice Advisor

AUG 2018

Today's Technology for Tomorrow's Firm.

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16 AUGUST 2018 ■ ADVERTORIAL CPA Practice Advisor TAX & ACCOUNTING TECHNOLOGY INNOVATION AWARD 2018 WINNER ReciptBank Helping to solve a biggest pain point in serving self-employed tax clients. Receipt Bank for Self Employed employs leading class OCR combined with award winning machine learning to automate the Schedule C. Rather than a one-time tax interaction with self employed clients, Receipt Bank for Self Employed means accountants and tax pros can provide year round service and year round value to their clients. Accountants can monitor their self employed clients throughout the year on one central dashboard with their expenses organized, and totals calculated against the Schedule C categories. Tax planning and tax preparation are far more efficient and potentially profitable with technology doing the heavy lifting of preparing a client's expenses for review and publishing to the Schedule C. Data is stored and organized in Receipt Bank's archive for 10 years, so should the IRS or the bank ever need supporting documentation, everything is at the accountants fingertips, ready to search, filter and download. Accountants can help their clients organize their financial records, give them real time insights into their businesses performance as well as help provide a level of audit, disaster and fraud protection. To learn more about Receipt Bank, visit

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