Help Center
Guides for bookkeeping, reports and getting set up in DynaTax AI
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Getting Started
Connect your bank and start organizing your finances
AI Features
How Dyna suggests categories and answers tax questions
AI Tax Research
Cited answers to tax questions, for professionals
Invoicing & Payments
Send invoices, get paid online, and understand processing fees
Bookkeeping Basics
Reconcile accounts and set opening balances
Closing the Books
Lock finished months so closed periods stay final
Documents & E-Sign
Share files, collect uploads, and sign documents
Software Integration
Export prepared data to your tax software
For Professionals
Professional signup, license verification, and getting started
Do-It-Yourself Payroll
Print paychecks, deposit your own taxes, and file your own forms
Print Checks
Buy the right check paper and print payroll and bill checks
Popular Articles
For professionals
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Run your practice in DynaTax AI: client books, documents, e-signature and AI tax research with citations. Export prepared data to your tax software.
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