QuickBooks Self-Employed
Effortless income, expense, and tax tracking for the self-employed.
Executive Summary
QuickBooks Self-Employed is a specialized financial tool designed for freelancers, creators, and one-person businesses to simplify their financial management. It connects directly to bank accounts to automatically categorize income and expenses, streamlining the often-complex process of financial record-keeping for independent workers. The platform also offers features like digital receipt capture, professional invoice creation, and automatic mileage tracking, all aimed at maximizing tax deductions and simplifying tax preparation. It provides a comprehensive solution for self-employed individuals to stay organized, manage their finances efficiently, and ensure compliance with tax obligations.
Use Cases
- Tracking income and expenses for tax purposes
- Managing quarterly estimated taxes and deductions
- Creating and sending professional invoices to clients
- Capturing and organizing digital receipts
- Automatically tracking mileage for business travel
Features
Visibility
- Income & Expense Tracking: Connects to bank accounts to automatically categorize income and expenses, providing a clear financial picture.
- Receipt Management: Allows users to capture and match receipts digitally, ensuring accurate record-keeping and maximizing deductions.
- Mileage Tracking: Automatically tracks business mileage using GPS, simplifying deduction claims for vehicle use.
- Invoice Management: Enables users to create, send, and track professional invoices to clients directly from the platform.
Intelligence
- Cloud Analytics: Leverages cloud technology to process and transform financial data into actionable insights and summaries.
Support
- Phone Support: Access to phone support for sales inquiries and general assistance.
Technical Specifications
- Architecture
- Cloud-based
- Deployment
- SaaS
Security & Compliance
Certifications: SOC 2, GDPR
Encryption: 256-bit AES encryption for data at rest and TLS/SSL security for data in motion.
Pricing
- Model
- Subscription
- Starting Price
- Starting at $10 CAD per month
- Target Customer
- SMB
- Contract Type
- Monthly
About Intuit
Intuit is a global technology platform that helps customers and communities overcome their most important financial challenges. It builds innovative products and services like QuickBooks, TurboTax, Credit Karma, and Mailchimp, serving approximately 100 million consumers and small businesses.
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