Everything you need to stay tax-ready year-round -- without becoming an accountant. Clearmargin organizes your income, expenses, and deductions so tax season is a formality.
Everything you need, nothing you don't.
Auto-generated P&L from your actual income and expenses. No manual entry, no reconciliation headaches.
Log business miles and calculate your IRS deduction automatically. Standard rate or actual expenses -- your choice.
See what you owe each quarter based on real numbers. Safe harbor calculations keep you penalty-free.
Enter your square footage and let Clearmargin calculate your deduction using either the simplified or actual method.
Match 1099s against your tracked income. Spot discrepancies before the IRS does.
Compare your books against bank statements. Find missing transactions and duplicates in minutes.
Export a complete tax package -- CSV, QuickBooks Online, QuickBooks Desktop IIF, or a summarized tax report ready for your CPA.
Snap a photo, forward an email, or upload a PDF. AI extracts the details and matches receipts to expenses automatically.
See how your industry uses this feature day-to-day.
Clearmargin handles day-to-day bookkeeping, categorization, and tax prep — but it doesn't replace a CPA for filing. It makes their job easier by giving them a clean, organized export instead of a shoebox of receipts.
Clearmargin auto-categorizes expenses to Schedule C lines based on vendor, description, and AI analysis. You can override any category, and the system learns from your corrections over time.
Yes. Log mileage per trip with the vehicle noted. Clearmargin calculates your deduction using the current IRS standard rate or actual expenses — your choice.
CSV, QuickBooks Online CSV, QuickBooks Desktop IIF, and a summarized tax report with Schedule C categories, quarterly breakdowns, and mileage totals.
