Sample community preview

1,000 sample profiles, each one labelled.

Every profile and post here is labelled Sample member. Sample members are fictional, are not reachable and are excluded from member counts, messages, exports and billing. Mode: public.
RC

Rosa Cabrera

Sample member

Freelancers · Connecticut

Here to understand 1099 forms and what to keep.

4 lessons done · 0 sample posts

Maribel Salazar

Sample member

Bookkeeping learners · Utah

Following the bookkeeping guides step by step.

0 lessons done · 0 sample posts

CB

Courtney Baker

Sample member

New homeowners · Ohio

Reading up on which home documents to gather.

1 lessons done · 0 sample posts

IH

Imani Holmes

Sample member

Small-business owners · North Carolina

Building a monthly close habit for the business.

4 lessons done · 0 sample posts

Hunter Howard

Sample member

Bookkeeping learners · Massachusetts

Practicing categorization and reconciling every month.

1 lessons done · 0 sample posts

Cameron Porter

Sample member

Small-business owners · Virginia

Building a monthly close habit for the business.

1 lessons done · 0 sample posts

RT

Roderick Thomas

Sample member

Freelancers · Kentucky

Working through the self-employed organizer one section at a time.

2 lessons done · 0 sample posts

AW

Amara Williams

Sample member

New homeowners · Illinois

First year with a mortgage and a stack of closing paperwork to sort.

0 lessons done · 0 sample posts

EB

Evan Bailey

Sample member

New homeowners · Oklahoma

Learning what the lender and the closing documents each provide.

1 lessons done · 1 sample posts

Huy Vo

Sample member

Freelancers · Kentucky

Learning how to keep income records tidy before filing season.

5 lessons done · 1 sample posts

Dina Abboud

Sample member

Bookkeeping learners · Indiana

Practicing categorization and reconciling every month.

0 lessons done · 0 sample posts

FV

Francisco Villanueva

Sample member

Freelancers · Connecticut

Here to understand 1099 forms and what to keep.

3 lessons done · 1 sample posts

Joel Castillo

Sample member

Students · Alabama

Figuring out which school forms to gather.

5 lessons done · 1 sample posts

Kyle Watson

Sample member

Freelancers · Texas

Here to understand 1099 forms and what to keep.

1 lessons done · 1 sample posts

Erica Harris

Sample member

Bookkeeping learners · Connecticut

Following the bookkeeping guides step by step.

2 lessons done · 0 sample posts

Stephanie Long

Sample member

Bookkeeping learners · Ohio

Following the bookkeeping guides step by step.

2 lessons done · 0 sample posts

Cole Morris

Sample member

Small-business owners · Pennsylvania

Learning to keep business and personal spending apart.

4 lessons done · 0 sample posts

Brenda Ruiz

Sample member

Bookkeeping learners · Illinois

Following the bookkeeping guides step by step.

4 lessons done · 1 sample posts

Tanisha Henderson

Sample member

Bookkeeping learners · Maryland

Learning the monthly close checklist.

2 lessons done · 0 sample posts

TJ

Tiffany Jackson

Sample member

Small-business owners · Pennsylvania

Here for the bookkeeping guides and office hours.

2 lessons done · 0 sample posts

KW

Kristen Watson

Sample member

Document-readiness learners · South Carolina

Learning what each tax-season stage means.

2 lessons done · 0 sample posts

RL

Rebecca Larson

Sample member

Students · Massachusetts

New to filing and working through the lessons.

3 lessons done · 0 sample posts

DR

Diane Richardson

Sample member

Retirees · Arizona

Learning which distribution forms to expect.

1 lessons done · 1 sample posts

MS

Michael Scott

Sample member

Bookkeeping learners · Ohio

Practicing categorization and reconciling every month.

1 lessons done · 0 sample posts

PreviousPage 10 of 42Next

Sample activity

How do you handle transfers between accounts?

Sample memberSep 27, 2026

I am still learning, so any general tips from the guides are welcome. Please no personal tax details here.

Hiro Choi · 3 sample replies

How long does your monthly close take?

Sample memberSep 27, 2026

I am still learning, so any general tips from the guides are welcome. Please no personal tax details here.

Candace Terrell · 5 sample replies

What does "awaiting documents" mean to you?

Sample memberSep 27, 2026

A short note on my routine. I follow the guide and keep everything in one folder by year.

Camila Medina · 4 sample replies

How do you track property tax bills?

Sample memberSep 27, 2026

A short note on my routine. I follow the guide and keep everything in one folder by year.

Angel Trevino · 2 sample replies

How early did you start gathering?

Sample memberSep 26, 2026

Sharing what has worked for me so far and curious what others do. I am only talking about habits, not my own return.

Dana Hill · 0 sample replies

How long does your monthly close take?

Sample memberSep 25, 2026

I am still learning, so any general tips from the guides are welcome. Please no personal tax details here.

Cole Ward · 2 sample replies