Schedule C Generator – Professional Tax Automation Software

Transform Tax Season from Overwhelming to Effortless

Professional-grade Schedule C automation built specifically for CPAs, tax preparers, and enrolled agents. Process hundreds of receipts in minutes, not days.

“It’s 11 PM. You’re manually entering your 147th receipt. Tax deadline is in 3 days. You still have 12 clients waiting. There has to be a better way.”
8 Hours Saved Per Client
99.7% Accuracy Rate
IRS Compliant
Experience the Demo Secure Founding Member Access

You Didn’t Become a Tax Professional to Enter Data

Every busy season, you’re drowning in receipts while your expertise sits unused. Your clients need strategic advice, not someone buried in spreadsheets.

Tax professional working late

The Breaking Point

It’s February. Your desk is buried in shoeboxes of receipts. Each Schedule C takes 8-12 hours of manual data entry. You’re working weekends. Missing family dinners. Your billable hours are consumed by work a computer should do.

Meanwhile, your expertise in tax strategy, deduction optimization, and client advisory— the work that actually adds value—sits on the back burner.

  • Repetitive data entry steals hours from strategic work
  • Human error creates costly amendments and stress
  • Clients wait weeks for returns you could finish in minutes
  • Burnout threatens the career you built

The Solution You’ve Been Waiting For

Imagine this: Your client drops off 300 receipts on Monday. By Tuesday morning, their Schedule C is complete, accurate, and ready for your review. You spent 5 minutes uploading files, not 8 hours entering data.

Our AI reads every receipt, categorizes every expense, handles property taxes, mortgage interest, repairs—even bank statements. It knows the difference between deductible repairs and capital improvements. It applies the 50% meals deduction automatically.

  • Process entire year’s expenses in under 10 minutes
  • Spend your time on advisory work that clients value
  • Take on more clients without working longer hours
  • Deliver returns in days, not weeks
Professional using AI software

Three Steps to Freedom

No learning curve. No complex setup. No technical expertise required. If you can drag and drop files, you can use this.

1

Upload

Drag and drop receipts, bank statements, 1099s, property tax bills—anything relevant. PDF, images, spreadsheets. All formats accepted. Bulk upload supported.

2

Review

AI extracts every expense, categorizes to correct IRS lines, flags questionable items. Review the breakdown, make adjustments if needed. Your expertise, amplified.

3

Deliver

Download the official IRS Schedule C, pre-filled and calculation-verified. Email it to your client or import to your tax software. Done in minutes, not days.

Built by Tax Professionals, for Tax Professionals

Every feature exists because a CPA told us they needed it. This isn’t generic AI—it’s tax-specific intelligence.

Rental Property Intelligence

Automatically separates mortgage interest from principal, categorizes property taxes, distinguishes repairs from improvements, handles depreciation-eligible expenses.

Form 1098 Integration

Reads mortgage interest statements directly, extracts Box 1 amounts, routes to Line 16a automatically. No manual entry required.

Bank Statement Parsing

Processes monthly statements line by line, identifies business expenses, categorizes transactions, flags personal items for exclusion.

Meals & Entertainment

Automatically applies 50% deduction limit, separates business meals from entertainment, handles client entertainment rules correctly.

Multi-Client Management

Process unlimited clients with founding member access, keep work organized by client name, maintain separate audit trails for each return.

Audit-Ready Documentation

Every expense links back to source document, detailed categorization log included, full transparency for IRS review if needed.

See It in Action

Watch a real Schedule C being generated in under 2 minutes. From receipt upload to finished PDF—this is professional automation.

Investment That Pays for Itself in One Client

Save 8 hours per Schedule C. At your billing rate, this tool pays for itself before you finish your first return.

Demo Access

Free

3 complimentary demos

  • Upload real client documents
  • Watch AI categorization live
  • Review expense breakdown
  • Test with your own receipts
  • No credit card required
Try Demo Now
Founding Member – Limited to 10

Professional Edition

$75

One-time fee • Lifetime access

  • Everything in Free Demo
  • Unlimited Schedule C generation
  • All 23 IRS expense categories
  • Rental property support
  • PDF download & email delivery
  • Priority support during busy season
  • Lifetime updates included
  • Lock in before February 1st price increase
Secure Founding Member Access
Only 10 founding member spots available • Regular price: $300/year

Be Among the First

We’re opening 10 founding member spots for tax professionals who’ll shape the future of this tool. Your feedback during tax season will help us build exactly what professionals need.

What Founding Members Get

Lifetime Access:
Lock in $75 one-time pricing before we switch to $300/year
Priority Support:
Direct line to our team during busy season
Shape the Product:
Your feedback influences feature development
Early Access:
Test new features before official launch
Join Founding Member Program

Only 10 spots available • Launching February 1st

Common Questions

Is this meant to replace my professional judgment?

Absolutely not. This tool handles tedious data entry and categorization, freeing you to focus on what you do best: tax strategy, planning, and client advisory. You review the AI’s work before finalizing anything. Think of it as a highly skilled assistant that never gets tired.

How accurate is the expense categorization?

Our AI is trained specifically on IRS Schedule C requirements and achieves 99.7% accuracy on standard business expenses. For complex scenarios (like repairs vs. improvements), it flags items for your review rather than making assumptions. You maintain full control.

What happens to my clients’ sensitive documents?

Security is paramount. Documents are encrypted in transit and at rest. Processing happens in secure cloud infrastructure. Files are permanently deleted after the Schedule C is generated and emailed to you. We never store client data longer than necessary.

Can this handle complicated rental property returns?

Yes. The AI correctly categorizes property taxes, separates mortgage interest from principal, identifies repairs vs. capital improvements, and handles depreciation-eligible expenses. It was specifically trained on rental property scenarios because we know that’s where Schedule Cs get complex.

What file formats are supported?

PDF, PNG, JPG, JPEG for images and documents. This includes smartphone photos of receipts, scanned documents, digital invoices, bank statements, and IRS forms like the 1098. Batch upload is supported for processing multiple files at once.

Why is founding member access only $75 when it will be $300/year later?

We’re in launch phase and want early adopters who’ll provide feedback. The 10 professionals who secure founding member access get lifetime access at this one-time price— never pay again, even after we launch the subscription model on February 1st. It’s our way of thanking early supporters.

How long does it take to process a typical return?

Upload and processing typically takes 3-7 minutes depending on the number of documents. A client with 200 receipts that would normally take 8-10 hours of manual entry is processed in under 5 minutes. You spend another 5-10 minutes reviewing the results. Total time: 10-15 minutes instead of a full work day.

Reclaim Your Tax Season

Stop spending your expertise on data entry. Start delivering the strategic value your clients hired you for. Founding member access closes soon.

Try Free Demo Get Founding Member Access Now