Marisol Diaz
Sample memberRetirees · California
Practicing secure scanning and uploading.
3 lessons done · 0 sample posts
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.
AllFreelancersNew homeownersSmall-business ownersStudentsRetireesBookkeeping learnersDocument-readiness learners
Simone Mensah
Sample memberSmall-business owners · California
Building a monthly close habit for the business.
2 lessons done · 0 sample posts
Shay Summers
Sample memberDocument-readiness learners · Virginia
Practicing scanning and naming files.
2 lessons done · 0 sample posts
RB
Raven Bell
Sample memberFreelancers · South Carolina
Working through the self-employed organizer one section at a time.
4 lessons done · 0 sample posts
Layla Abboud
Sample memberSmall-business owners · Tennessee
Building a monthly close habit for the business.
6 lessons done · 0 sample posts
Yasmin Hanna
Sample memberSmall-business owners · Washington
Here for the bookkeeping guides and office hours.
0 lessons done · 0 sample posts
CW
Cole Walsh
Sample memberDocument-readiness learners · Minnesota
Learning what each tax-season stage means.
3 lessons done · 0 sample posts
Courtney Mueller
Sample memberSmall-business owners · Colorado
Building a monthly close habit for the business.
0 lessons done · 0 sample posts
Justin Miller
Sample memberBookkeeping learners · New York
Practicing categorization and reconciling every month.
3 lessons done · 1 sample posts
Austin Howard
Sample memberNew homeowners · Louisiana
Reading up on which home documents to gather.
0 lessons done · 1 sample posts
AP
Aisha Porter
Sample memberDocument-readiness learners · Washington
Learning what each tax-season stage means.
4 lessons done · 0 sample posts
Kyle Phillips
Sample memberBookkeeping learners · Utah
Following the bookkeeping guides step by step.
4 lessons done · 1 sample posts
JM
Jose Martinez
Sample memberSmall-business owners · Maryland
Building a monthly close habit for the business.
1 lessons done · 0 sample posts
Eric Taylor
Sample memberNew homeowners · Washington
Reading up on which home documents to gather.
6 lessons done · 0 sample posts
JA
Jared Allen
Sample memberDocument-readiness learners · Utah
Working on being document-ready well before filing season.
0 lessons done · 0 sample posts
Min Wong
Sample memberSmall-business owners · Arizona
Here for the bookkeeping guides and office hours.
0 lessons done · 0 sample posts
RB
Randy Brooks
Sample memberRetirees · North Carolina
Learning which distribution forms to expect.
1 lessons done · 2 sample posts
MT
Marcus Toussaint
Sample memberSmall-business owners · Virginia
Learning to keep business and personal spending apart.
4 lessons done · 1 sample posts
Amy Edwards
Sample memberBookkeeping learners · Indiana
Following the bookkeeping guides step by step.
1 lessons done · 0 sample posts
Sana Iyer
Sample memberStudents · Virginia
Learning how education documents fit into filing.
2 lessons done · 0 sample posts
CM
Colton Martin
Sample memberStudents · Connecticut
Learning how education documents fit into filing.
6 lessons done · 1 sample posts
PC
Philip Choi
Sample memberSmall-business owners · Alabama
Here for the bookkeeping guides and office hours.
1 lessons done · 0 sample posts
AL
Albert Le
Sample memberSmall-business owners · North Carolina
Learning to keep business and personal spending apart.
0 lessons done · 0 sample posts
Greg Evans
Sample memberDocument-readiness learners · Utah
Practicing scanning and naming files.
2 lessons done · 1 sample posts
Sample activity
How do you handle transfers between accounts?
I am still learning, so any general tips from the guides are welcome. Please no personal tax details here.
Hiro Choi · 3 sample repliesHow long does your monthly close take?
I am still learning, so any general tips from the guides are welcome. Please no personal tax details here.
Candace Terrell · 5 sample repliesWhat does "awaiting documents" mean to you?
A short note on my routine. I follow the guide and keep everything in one folder by year.
Camila Medina · 4 sample repliesHow do you track property tax bills?
A short note on my routine. I follow the guide and keep everything in one folder by year.
Angel Trevino · 2 sample repliesHow early did you start gathering?
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 repliesHow long does your monthly close take?
I am still learning, so any general tips from the guides are welcome. Please no personal tax details here.
Cole Ward · 2 sample replies