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Buyer's guide

How to choose an AI bookkeeper and tax service

AI can sort your transactions in seconds. What matters is who is accountable for the result. Ask these seven questions before you pay anyone, and here is how TaxBooks answers each.

  1. Does a person check the AI's work?

    AI makes mistakes on unusual transactions. You want a named human reviewing the books, not just software.

    TaxBooks: A financial expert is included from $79 a month, and the $249 plan adds a CPA.

  2. Is tax filing included, and which returns?

    Bookkeeping without filing leaves you hunting for a second provider in March.

    TaxBooks: Federal and state filing is included at year-end on the $249 plan.

  3. Are the prices published, and is there hourly billing?

    If you can't see a number before you talk to sales, assume the number is negotiable upward.

    TaxBooks: Fixed pricing of $29.99, $79 or $249 a month for businesses and personal. No hourly billing.

  4. Does it need access to my bank accounts?

    Live bank connections are convenient, but not everyone wants to hand over credentials.

    TaxBooks: No. Upload your bank or card transactions. It never asks for access to your bank or credit card accounts.

  5. Can I try it before I pay?

    A free first step shows you whether the service finds anything real.

    TaxBooks: It starts with a free tax review of last year's return.

  6. Can I bring my old books with me?

    A switch that takes weeks usually means you stay where you are.

    TaxBooks: Switching from QuickBooks takes about 10 minutes. See how.

  7. Does it look for tax savings, or only record-keeping?

    The real money is in the deductions and strategies you didn't know to ask about.

    TaxBooks: AI spots tax savings as it categorizes, and the library covers 100+ strategies. Browse them.

Want to see how TaxBooks stacks up against specific firms? Read the side-by-side comparison with QuickBooks, Balance and Mars Accounting. See also the directory of AI accounting startups backed by Y Combinator. TaxBooks provides educational information, not tax or legal advice.

Start with a free tax review.

Plans from $29.99 a month. No hourly billing.

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