Tech Tools That’ll Have You Saying Taxes, Shmaxes

When you think of easy, doing your business taxes probably doesn’t come to mind.

Business taxes are anything but easy, unless you’ve prepared for ’em all year long. You haven’t done that, have you?

What you need now are quick and easy ways to organize your business receipts and financial info to make tax time a little less painful. Here are three tech tools that’ll do just that. 

The Neat Company offers tandem software and scanners that work together to store and organize all of your business paperwork. 

Choose either a hand held scanner or the desktop model, which allow you to scan small items, like business cards, up to full-size sheets. The Neat program is compatible with Excel, Outlook, Quicken and TurboTax, so you can easily manage all of your financial information on a Mac or PC.

And don’t forget about Outright, the free tool that organizes all of your small business finances in one place.  At tax time, you’ll have your Schedule-C done with just one click of your mouse. For real. 

How are you getting ready for tax time? Tell us in the comments!


Heather Allard

Heather Allard is a mom of three kids + one big rescue dog. She's a wellness buff, an essential oil educator with dōTERRA, and a self-professed “entrepreneur to the core”.

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  1. John Corcoran

    This is a great article. I have the ScanSnap scanner and I really like that — it comes with Adobe Professional software which is really useful.

    Another great resource that you might want to check out is I’m not associated with the company, and I actually don’t use it now but I imagine I might in the future. You can mail in a certain number of receipts per month to the company and they will scan and email a file back to you. You can then upload that file directly to Quickbooks or other accounting software.

    I wrote up a review of it on my blog if you want to check it out:

  2. Alexis Neely

    I could not do it without my business management team. I mean, I COULD do it, but I’d prob go nuts and something else would have to give — like my relationship w/ my kids or one of my streams of revenue that still counts on me too much.

    So I have a business management team that handles all my financial stuff. In the past, I was too disconnected from it, which led me away from right relationship with my money situation. But, I think I have evolved into a relationship that allows me to pay attention to what’s going on without having to implement/master all these tools myself.

    How do you handle this stuff Heather? Do you do it yourself or hand it over?

    I think the best situation is — handle it self in the beginning and then turn it over to someone you trust and work closely with consistent communication and reporting. I had to learn how to do this latter part.

    I’ll have to poll my LIFT Foundation users sometime and get a pulse on my community.


    • Heather Allard

      Thanks for sharing, Alexis!

      I agree with you – I think it’s best to do it yourself in the beginning and then get some help. Right now, I do it myself with the help of I love their product – it makes small business accounting so easy and really brings to the forefront how profitable your business *really* is. At tax time, your Schedule-C is literally filled out with ONE click. 🙂

      I’ve talked about this a few times with my readers and many, many of them take the “head in the sand” approach when it comes to bookkeeping, finances and taxes. They never really look at it and as such, never have a true understanding of their business’s sustainability. That’s why I love sharing these resources – they make it soooo doable and easy for EVERY small business owner.



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