Bookkeeping and tax support for freelancers and 1099 contractors
Stop mixing personal and business expenses, guessing at deductions, or dealing with endless email threads with your CPA. Dynatax keeps it simple.
Made for freelancers
AI categorizes your expenses
Find deductions automatically
Work directly with your CPA
See your P&L in real-time
How it works for freelancers
Stripe bank sync + AI categorization
Connect your bank account and let AI automatically categorize your business expenses. Separate from personal spending without manual work.
- Secure Stripe bank connection
- AI categorization with confidence scores
- Business/personal expense separation
Receipt capture & deduction discovery
Snap photos of receipts and let OCR extract the details. AI surfaces potential deductions with estimated tax savings, so you know what to expect.
- Receipt OCR and auto-matching
- Estimated tax savings per deduction
- Year-round tracking
P&L and Schedule C reports
See your freelance income and expenses in real-time. Generate Schedule C-ready reports that your CPA can use directly for your tax return.
- Real-time P&L dashboard
- Schedule C category mapping
- Export for tax prep
What you can do on day one
Connect your bank account
Secure connection in under 2 minutes
See categorized expenses
AI categorizes your first batch automatically
Invite your CPA
Share workspace with one click
View your P&L
Real-time income and expense snapshot
Recommended for freelancers
The Starter tier has everything you need
Starter
- AI transaction categorization
- Bank sync (1 account)
- Receipt capture & deduction tracking
- P&L and Schedule C reports
- Document portal with CPA