Frequently asked questions
Clear answers about TapBooks — organized by topic for owners, bookkeepers, and AI-readable discovery.
Product
What TapBooks is and who it is for
- Is TapBooks easy for non-accountants?
- Yes. TapBooks is built for owners, freelancers and SMBs who want simple books without accounting jargon.
- Is TapBooks good for small businesses?
- Yes. TapBooks is designed specifically for SMBs that need simple, fast bookkeeping.
Bookkeeping basics
Day-to-day books and organization without jargon
- Do I still need spreadsheets?
- No. TapBooks replaces messy manual spreadsheets with one clean system.
- How often should I update my books?
- A short weekly check-in works for most owners. Month-end is when you tidy receipts and export files for your accountant.
Receipts
Capture, storage, and finding proof of purchase
- Can I upload receipts and CSV files?
- Yes. Snap receipts, upload files, and organize transactions in seconds.
- Can I find receipts from earlier months?
- Yes. Receipts stay organized by month so you can pull proof for expenses or tax questions later.
Accountants
Sharing records and tax season
- Can I share books with my accountant?
- Yes. Export clean reports and organized records anytime for tax season.
Exports
Month-end files and downloads for your accountant
- What are month-end files?
- Organized exports your accountant can use — receipts, summaries, and supporting detail without rebuilding spreadsheets.
- When should I export for my accountant?
- When your month is tidy — receipts captured, obvious issues fixed. Many owners export right before they email their accountant.
AI extraction
Receipt scan, automatic fields, and corrections
- Does TapBooks read receipt photos automatically?
- Yes. TapBooks extracts vendor, date, and amount from photos. You can correct anything before saving.
- What if a scanned amount is wrong?
- Edit the fields before saving. TapBooks learns from your corrections over time — you stay in control.
Pricing
Plans, billing, and getting started
- Can I start for free?
- Yes. You can organize books and explore TapBooks before upgrading when you need more.
Onboarding
Setup, imports, and first month
- Do I need accounting skills?
- No. TapBooks is for business owners who work with an accountant. You stay organized; your accountant handles the books.
- How long does it take to get started?
- Most owners add their first receipt in a few minutes. Upload your bank statement when you're ready — there's no rush.
- What should I do first?
- Add a receipt. That's enough to see how TapBooks works. Bank statements and month-end files can come later.