Hunter Olsen
Sample memberFreelancers · Louisiana
Learning how to keep income records tidy before filing season.
4 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
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Ron Adams
Sample memberSmall-business owners · Texas
Learning to keep business and personal spending apart.
2 lessons done · 0 sample posts
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Nikhil Patel
Sample memberStudents · New York
Figuring out which school forms to gather.
1 lessons done · 0 sample posts
Karen Hansen
Sample memberRetirees · California
Practicing secure scanning and uploading.
1 lessons done · 0 sample posts
Kiana Gaines
Sample memberStudents · Wisconsin
New to filing and working through the lessons.
1 lessons done · 0 sample posts
Eric Bailey
Sample memberStudents · Florida
Learning how education documents fit into filing.
0 lessons done · 0 sample posts
Shabana Sharma
Sample memberNew homeowners · Arizona
First year with a mortgage and a stack of closing paperwork to sort.
2 lessons done · 0 sample posts
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Mark Rogers
Sample memberStudents · Illinois
New to filing and working through the lessons.
4 lessons done · 0 sample posts
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Jorge Lopez
Sample memberStudents · Illinois
Figuring out which school forms to gather.
6 lessons done · 0 sample posts
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Brittany Foster
Sample memberStudents · Connecticut
Learning how education documents fit into filing.
0 lessons done · 0 sample posts
Madison Weber
Sample memberRetirees · Connecticut
Organizing retirement statements and getting ready early.
0 lessons done · 1 sample posts
Logan Collins
Sample memberNew homeowners · Louisiana
Learning what the lender and the closing documents each provide.
3 lessons done · 1 sample posts
JT
Jamal Tucker
Sample memberBookkeeping learners · Kentucky
Practicing categorization and reconciling every month.
0 lessons done · 1 sample posts
David Yamamoto
Sample memberBookkeeping learners · Nevada
Practicing categorization and reconciling every month.
3 lessons done · 0 sample posts
Brooke Scott
Sample memberStudents · Nevada
Learning how education documents fit into filing.
3 lessons done · 1 sample posts
Julie Hughes
Sample memberFreelancers · South Carolina
Working through the self-employed organizer one section at a time.
4 lessons done · 2 sample posts
Courtney King
Sample memberNew homeowners · Florida
Learning what the lender and the closing documents each provide.
2 lessons done · 0 sample posts
Kristine Wong
Sample memberNew homeowners · Pennsylvania
First year with a mortgage and a stack of closing paperwork to sort.
4 lessons done · 1 sample posts
CA
Cristina Alvarez
Sample memberNew homeowners · Florida
First year with a mortgage and a stack of closing paperwork to sort.
0 lessons done · 0 sample posts
Lan Pham
Sample memberStudents · Washington
Learning how education documents fit into filing.
0 lessons done · 0 sample posts
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Julie Cooper
Sample memberFreelancers · Kentucky
Learning how to keep income records tidy before filing season.
1 lessons done · 1 sample posts
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Jin Liu
Sample memberDocument-readiness learners · Massachusetts
Practicing scanning and naming files.
2 lessons done · 0 sample posts
Keith Wood
Sample memberRetirees · Colorado
Organizing retirement statements and getting ready early.
0 lessons done · 0 sample posts
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Erin Phillips
Sample memberSmall-business owners · Minnesota
Building a monthly close habit for the business.
0 lessons done · 0 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