Automate the collection and generation of accurate Profit & Loss statements from your clients to make filing Schedule C's, well... Sweet!
You spend hours collecting and categorizing data from your clients, chasing down missing receipts, and manually piecing together their financial picture. It's time-consuming, frustrating, and prone to error.
Free yourself from tedious admin work and focus on what matters most—providing valuable tax advice and growing your firm.
Securely access bank data with Sweet for continuous and accurate transaction imports
Recommended
Securely upload client files from invoices to chaotic excel sheets
Coming Soon
With Sweet's 97.39% accurate smart categorization, your clients' books practically do themselves. We take extra care in special cases like transfers, owner equity, Venmo, and Zelle.
Owner Equity & Transfers
QB might report an extra $30,000 in income and expenses due to miscategorized internal transfers. We won't.
Travel & Meals
We take special care for the sensitive categories. See how we handle them.
Contract Labor
Sweet learns who and where money is going to make accurate decisions.
No more sending emails back and forth with your clients for additional context, receipts, docs, and more. If they don't reply, we'll automatically follow up.
Sweet plays nice with your existing Tax Software.
Export to CCH Axcess, CCH Prosytem fx, UltraTax, Lacerte, ProSeries, and Drake.
We check all the boxes. Full stop.
One plan, one price.
No commitment. Cancel anytime.
First 5 clients free
A plan that scales with your rapidly growing business.
$15$5/client /month
Limited Time Beta PricingWe're happy to talk you through what we offer.
Just call or text us now at (773) 900-8783.
Or email us at hey@verysweet.co.
