Receipt organization, email-attachment filing, and tax-prep tips for solo founders, freelancers, and landlords.
Receipt apps sell OCR and QuickBooks sync. Indie-founder CPAs say they just want the PDFs in named folders. Here's why hand-categorized data makes things worse.
Your CPA doesn't want OCR or dashboards. They want a folder. Here's the exact year/vendor/month structure that survives tax season and an audit.