Frequently asked questions
Clear answers about TapBooks, organized by topic for owners and bookkeepers.
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.
- Can I use TapBooks on my phone and computer?
- Absolutely. Snap receipts from your phone, upload invoices from your desktop, and keep everything organized in one place. TapBooks helps you capture records wherever you are without relying on spreadsheets or scattered folders.
- 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. TapBooks supports PDF, JPG, JPEG, and PNG receipt uploads, as well as CSV imports for transaction records.
- Can I find receipts from earlier months?
- Yes. All uploaded receipts remain organized and searchable, so you can quickly retrieve documents from previous months whenever you need them.
Accountants
Sharing records and tax season
- What documents does my accountant need?
- Most accountants need income records, expense records, receipts, bank and card statements, payroll records if applicable, and prior tax documents organized into one accountant-ready package for the period. See our full guide at /blog/what-documents-does-my-accountant-need.
- Can I view and download previous records?
- Yes. TapBooks keeps your receipts, bookkeeping records, and month-end files organized and accessible. You can view past months and years, download historical records, and resend files whenever needed.
- 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.