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
Mileage Tracker​
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Mobile GPS tracking, automatically flows to your P&L and tax liability.
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Effortless - never miss a mileage deduction
Receipt Storage​
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Mobile capture every receipt, stay 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
AI Categorization
Your transactions are automatically classified — saving hours of manual work every month.
Fast — AI handles the heavy lifting
AI Expense Categorization
AI reads and classifies every transaction instantly
Gets smarter over time as it learns your spending patterns
Built around freelancer-specific expense categories
Spend minutes each month — not hours
Business Use Percentage
Use any account — personal, business, or both. SnapTax separates what matters and ignores what doesn't.
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.
Bank Statement Upload
Drag, drop, and done. Upload your statement in seconds and let SnapTax do the rest.
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.
Profit & Loss Reporting
Most freelancers don't know their real profit until tax season. SnapTax generates your Profit and Loss report automatically all year long — so your CPA gets clean numbers and you get no surprises.
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.
Asset Tracker
Most freelancers buy equipment and forget to claim the deduction. SnapTax walks you through exactly how to depreciate every asset — and shows you the tax savings immediately.
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.
Mobile Receipt Capture
Mobile mileage tracking built for freelancers and 1099 workers — automatically calculates your deduction and updates your tax estimate in real time.
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. AI categorizes and matches. If the IRS ever asks, your documentation is organized, exportable, and ready to go.
Mobile Mileage Tracking
Mobile mileage tracking built for freelancers and 1099 workers — automatically calculates your deduction and updates your tax estimate in real time.
Effortless - never miss a mileage deduction
Every business mile tracked automatically. Every deduction captured.
Start a trip and SnapTax tracks every mile using GPS — no manual logging, no forgotten drives, no missed deductions. Your mileage is calculated at the 2026 IRS standard rate and flows directly into your P&L and tax estimate so you can see exactly how much each mile saves you in taxes.
All 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 the Starter Plan
Know Your Numbers Before Your Accountant Does
Track year-to-date income, business expenses, net profit, and your next quarterly tax payment — all on one clean dashboard built specifically for 1099 workers and independent contractors.
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.
Simple Monthly Tracking Built for Freelancers Who Hate Bookkeeping
Enter your monthly income and expenses in minutes and SnapTax automatically calculates your net profit, adjusts your quarterly tax estimate, and tells you exactly what to save. That's it. No complicated setup, no accounting jargon.
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.
Your Tax Liability — Calculated Automatically All Year Long
SnapTax uses your actual income and expenses to calculate exactly what you owe in federal and state taxes every quarter — updated in real time as your numbers change. No more guessing, no more scrambling before the deadline.
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.
Your Real Tax Rate — Based on What You Actually Earn
Freelancers who use a flat savings percentage — like "save 25% of everything" — almost always get it wrong. SnapTax uses current 2026 federal and state tax tables applied to your actual net income so your estimate is always accurate — not just a ballpark.
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.
Finally Understand Your 1099 Tax Bill — Without Hiring an Accountant
Self-employment taxes are more complex than W-2 taxes — you pay both the employer and employee portion on top of federal and state income tax. SnapTax breaks it all down in plain English so you always know exactly what you owe and exactly how to reduce it.
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 Tax Payment Tracker for Freelancers and 1099 Workers
Freelancers who don't track quarterly payments consistently end up either overpaying at year-end or getting hit with underpayment penalties. SnapTax tracks every payment, adjusts what you owe as your income changes, and always tells you exactly what your next payment should be.
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.