Every Tool You Need to
Stay Ahead of the IRS
See exactly how each feature works - from AI-powered expense sorting to real-time tax estimates. No guesswork, no surprises at tax time.
The Full Builder Plan Feature Set
Six powerful tools designed to simplify tax planning for 1099 workers and freelancers
AI Expense Categorization
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Upload your bank statement. SnapTax sorts it automatically.
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Relief — no more manual entry
Business Use Percentage​
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Mix Personal and business accounts - SnapTax filters what matters.
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Freedom — no need for separate business account
P&L + Real-Time Tax Estimates​
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Your taxes update the moment your income changes.
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Accuracy — always know where you stand
Asset & Depreciation Tracker​
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Never miss a depreciation deduction again.
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Savings — money back in your pocket
Auto Tax Rates​
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No guessing your tax bracket - SnapTax calculates it for you.
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Confidence — based on your actual income
Receipt Storage​
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Every receipt, organized and audit-ready.
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Security — protected if the IRS ever asks
SnapTax Summary Dashboard
Log your monthly income and expenses
Tax Payments automatically adjust as your income changes throughout the year.
SnapTax Summary Dashboard
Relief — no more manual entry
Upload your bank statement. SnapTax sorts it automatically.
Simply upload your bank or credit-card statement and SnapTax's AI engine categorizes every transaction as business or personal — instantly. No manual tagging, no spreadsheets, no stress.
Freedom — no need for a separate business account
Mix personal and business accounts — SnapTax filters what matters.
Most freelancers don't have a dedicated business account — and that's fine. SnapTax lets you tag partial business use on any transaction so only the deductible portion flows into your tax plan.
Accuracy — always know where you stand
Your taxes update the moment your income changes.
A live Profit & Loss statement feeds directly into your quarterly tax estimate. Every dollar of income or expense you record instantly recalculates what you owe — no waiting until year-end.
Savings — money back in your pocket
Never miss a depreciation deduction again.
Log business equipment, vehicles, or property and SnapTax automatically applies Section 179, bonus depreciation, and MACRS schedules. Your current-year deduction shows up in your tax plan instantly.
Confidence — based on your actual income
No guessing your tax bracket — SnapTax calculates it for you.
SnapTax pulls current federal and state bracket tables and applies them to your real income data. Your effective rate updates automatically as your income grows — so your quarterly payments stay accurate.
Security — protected if the IRS ever asks
Every receipt, organized and audit-ready.
Snap a photo or upload a file and SnapTax matches receipts to the right transaction. If the IRS ever asks, your documentation is organized, searchable, and ready to go.
All six features work together automatically — so your tax estimate is always current, always accurate.
See It In Action
Watch a full walk through of every feature in 90 seconds.
Free for 90 Days
Everything in the Starter Plan
Most freelancers don't need complex accounting software — they need a clear picture of what they owe. Starter gives you exactly that, free for 90 days, then just $4.99/month.
Starter Plan​
Free for 90 days - Then just $4.99/mo
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Financial Snapshot Dashboard
Manual Monthly Income & Expense Logging
3 Estimation Methods (Flat, Growth, Seasonal)
Quarterly Tax Estimates — Auto Calculated
Auto Tax Rate Calculations — Federal & State
Full Tax Breakdown (Federal, State, SE Tax)
Quarterly Payment Tracker & IRS Payment Links
Monthly Savings Goal
Smart Alerts (Upcoming Deadlines & Missing Data)
Mobil App — Works on Any Phone
and then just $4.99/month after.
Ready for More?​
Builder adds the full picture
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When you are ready to go deeper, Builder unlocks granular transaction tracking, AI categorization, and real-time deductions — so your estimates become precise.
Upload Statements
AI Expense Categorization
Business Use % Tracking
Real-Time P&L Statements
Asset & Depreciation Tracker
Import P&L to Monthly Reports
Receipt Management
14-day free trial - Cancel anytime
See What's in Starter
Financial Snapshot Dashboard
See your full tax picture at a glance.
Your dashboard shows year-to-date income, expenses, quarterly payment progress, and your monthly savings target — all in one place. No digging through spreadsheets.
Monthly Income & Expense Logging
Log income each month. SnapTax projects the rest.
Enter your monthly income and deductible expenses, then choose a projection method — Flat, Growth, or Seasonal. SnapTax automatically projects your annual income and calculates what you'll owe.
Year-to-Date Summary & Tax Insights
Always know where you stand — month by month.
A running summary of your income, expenses, and net profit updates as you log each month. Tax insights update in real time so your quarterly estimates stay accurate all year.
Auto Tax Calculation — Federal & State
No guessing your tax bracket — SnapTax calculates it for you.
SnapTax pulls current federal and state bracket tables and applies them to your real income data. Your effective rate updates automatically as your income grows — so your quarterly payments stay accurate.
Full Tax Calculation Breakdown
See exactly how your taxes are calculated.
A transparent breakdown of federal income tax, state income tax, and self-employment tax — so you understand every dollar you owe. No black-box estimates.
Quarterly Payment Tracker
Never miss a quarterly deadline again.
Track each quarterly payment with due dates, amounts, and direct IRS payment links. Record payments as you make them and see your remaining balance update instantly.