SnapTax

SnapTax is a tax planning platform built exclusively for freelancers, independent contractors, and 1099 workers who need to stay ahead of their taxes all year long — not just at filing time. The Problem SnapTax Solves Freelancers don't have taxes withheld automatically. Every dollar hits your bank account in full — and a portion of it belongs to the IRS. Most freelancers either guess what to save, use a spreadsheet that falls apart by March, or ignore the problem entirely until tax season hits and the bill is bigger than expected. Most tax tools were built for accountants or W-2 employees. SnapTax was built for the self-employed — by a bookkeeper with 20+ years of experience watching freelancers get blindsided by taxes that could have been planned for all year long. What SnapTax Does SnapTax tracks your income and expenses in real time, calculates your estimated federal and self-employment tax liability automatically, and shows you exactly how much to save before every IRS quarterly deadline. No spreadsheets. No accounting complexity. No surprise tax bills. Core Features Real-Time Tax Dashboard — See your current tax estimate, quarterly payment target, safe harbor amount, and monthly savings goal updated automatically as your income changes AI-Powered Expense Categorization — Upload your bank statement and AI assigns every transaction to the correct Schedule C category instantly GPS Mileage Tracker — Log business trips automatically with IRS-compliant fields recorded for every trip Mobile Receipt Capture — Photograph receipts at the point of purchase or forward them by email to [email protected] — AI extracts vendor, amount, and date automatically Asset Depreciation Tracker — Track business equipment with a built-in Section 179 wizard that calculates your full deduction in the year of purchase Profit and Loss Reporting — Real-time P&L by month, quarter, or full year — exportable to PDF or Excel for your CPA or TurboTax Quarterly Tax Payment Center — Full tax calculation breakdown showing federal, self-employment, state, and spouse income taxes separately with all four quarterly due dates, payment status, and a direct Pay the IRS button Safe Harbor Calculations — Displays your safe harbor amount alongside your actual estimated liability so you can choose the payment strategy that works best W2 + 1099 Combined Income Support — Side hustlers and couples with mixed income types get an accurate tax estimate across all income streams in one calculation "Is This Deductible?" Wizard — Describe any expense and get instant guidance on whether it qualifies as a business deduction — no Googling required Bulk Transaction Categorization — Select multiple transactions and update category, business use percentage, or delete in a single action Receipt Audit Risk Report — See your receipt attach rate by category and your biggest audit risk areas so you know exactly where you're exposed before the IRS asks Year-End Close-Out Wizard — Step-by-step guidance to lock the year and preserve historical tax profile records Proactive Notifications — Smart reminders before quarterly deadlines and when something important hasn't been set up yet Who It's For Freelancers, designers, developers, writers, photographers, consultants, coaches, gig workers, rideshare drivers, side hustlers, and anyone earning 1099 income who wants to stop guessing and start knowing what they owe. How It's Different No bank connection required. No accounting degree needed. No surprise tax bills. SnapTax gives independent workers a complete picture of their tax liability all year long — built specifically for the self-employed, not adapted from software designed for someone else. Plans Starter — Free for 90 days, then $4.99/month. Core tax dashboard, income logging, quarterly tax estimates, and safe harbor calculations. Builder — $19.99/month. Everything in Starter plus AI expense categorization, bank statement uploads, receipt storage, GPS mileage tracking, asset depreciation, P&L reports, bulk categorization, audit risk report, and the Is This Deductible? wizard. No credit card required to start. No bank connection required ever. Built by BookKeepXperts LLC, Austin TX. Founded by Crystal Harrison, professional bookkeeper with 20+ years experience.