Everything in the DynaTax workspace

AI-powered bookkeeping, tax workflow, and a complete workspace for tax professionals in one platform.

Bookkeeping AI

Clean books without manual data entry.

Bank sync

A secure, read-only connection to your bank, with transactions imported every day.

AI categorization

Confidence-scored categorization that proposes the account, and learns your merchants as you correct it.

Learned merchants

Categorize a merchant once and it fills itself in from then on. You never write a rule.

Receipt capture

Photograph a receipt and the AI reads the vendor, date, total and line items.

Receipt matching

Receipts attach themselves to the bank transaction they belong to, in either order.

Bank reconciliation

Match your books to the statement, month by month, with a history of every reconciliation.

Import your books

Bring transactions, a chart of accounts and journal entries in from your old system.

Recurring bills & invoices

Rent, subscriptions and retainers that repeat on their own schedule.

Money in & out

Invoice customers, track what you owe, get paid.

Invoices & getting paid

Send an invoice, let the customer pay it by card online, and watch it settle to your bank.

Products & services

The things you sell, priced once, ready to drop onto any invoice.

Who owes you

Receivables by customer and by age, so you know who to chase before it hurts.

Payouts to your bank

Track what has settled to your bank account and what is still on the way.

Vendors & bills

Who you buy from, what you owe them, and when it falls due.

Mileage tracking

Log business miles and turn them into a deduction the IRS recognises.

Real accounting underneath

Double-entry books an accountant can sign off on.

Chart of accounts

A real chart of accounts, sized to your entity type — not a fixed list of categories.

Journal entries

Debits and credits when you need them, with reversal, duplication and import.

Close the books

Lock a finished month or year so nothing changes behind you — and reopen it deliberately when it must.

Fixed assets & depreciation

A register of what you own, with depreciation calculated and posted for you.

Inventory & COGS

Track stock, value it, and let cost of goods sold hit your P&L as it should.

Entity & business profile

Your entity type, EIN and fiscal year — the settings that change how your books and tax estimates behave.

Reports & insight

Know where the business stands, and what you will owe.

Financial reports

P&L, Balance Sheet, Cash Flow, General Ledger, Trial Balance and aging — from live data.

AI Tax Insights

An estimate of what you will owe, and where the deductions are, built from your own books.

AI tax chat

Ask a tax or bookkeeping question in plain English and get an answer grounded in your data.

Documents & signatures

Collect, store, and sign — in one place.

Document vault

Every statement, receipt and return in one place, in folders you and your accountant both see.

E-signature

Send a document for signature and track it to signed — engagement letters, returns, anything.

Branded upload links

A branded page where a client — or someone who has no account yet — can send you files securely.

Document requests

Send a structured checklist and watch the client tick it off in real time.

Work with your accountant

Bring your CPA into the same workspace as your books.

Invite your CPA

Bring your own accountant into your books — the same workspace, not a shared export.

Messages

Talk to your accountant next to the transaction you are talking about.

Tasks

What your accountant needs from you, and what they are working on, without an email chase.

Live calls

Jump on a call with screen share inside the workspace — no meeting link to send.

Book a consultation

Put time in a professional's calendar without the back-and-forth.

Team members & permissions

Add your bookkeeper, your partner or your office manager, each with their own level of access.

Find a tax pro

Browse professionals, send a service request, or book one instantly.

Community

Ask a question in public and get answers from other owners and professionals.

Pro Workspace

Run your tax practice in one place.

AI tax research

Ask a complex tax question and get an answer citing the code, regulations and IRS guidance.

Firm management

Members, roles, engagements and a view of who is carrying what across the practice.

Team chat

Internal chat per firm and per client engagement, separate from what the client sees.

Time tracking

Track time against an engagement and pull it straight onto an invoice.

Invoices & firm books

Bill your clients, take payment online, and keep your own firm's books in the same system.

Engagement letters

Send, sign and store the engagement letter against the client it belongs to.

Identity verification

Verify a client's identity before sensitive documents change hands.

Calendar

Appointments, engagements and filing deadlines on one calendar.

Tax software export

Export prepared data to Drake, or bring in a ProSeries and Lacerte TXF file.

Trucker workflow

Per-diem, HVUT, IFTA apportionment and Schedule C, handled the way owner-operators need.

Coming soon

Tax filing & e-file

Track returns and e-file from the same workspace your client already uses.