The March shoebox
Twelve months of receipts, three banks and five logins, delivered in one tote bag.
for accountants, bookkeepers & tax pros
Tax season, minus the shoebox.
Your business-owning clients mix home and business money all year, then hand you the mess in March. We're building a money person that keeps their records straight as it happens. You get a clean year. They get answers between appointments.
Free for firms. No commitment. A founder will reach out personally.
- Transactions sorted1,284
- Personal and business splitas it happened
- Receipts matched97%
- Owner draws labeledall 12
- Estimated taxes paid4 of 4
- Needs your judgment3 items
Ready for your reviewJanuary 9
Shoebox season
You know this client. You might have forty of them.
Commingled everything
Groceries on the business card, supplies on the personal one. You untangle it, then they're shocked by the bill.
The catch-up job
Months of books to rebuild before you can even start the return.
$1,500–3,500 to catch up 7–12 months of messy books. CoCountant, 2026
Estimated tax surprises
Nothing set aside. Again. Now it's a payment plan conversation.
The 11pm text
“Quick question, can we afford a new truck?” You can't bill for it, and you can't ignore it.
The missing pieces
Chasing 1099s, mileage and that one receipt from July.
What changes for you
What if every client showed up like your favorite one?
March 14th. Tea's still hot.
Clean books, all year.
Personal and business split as it happens, categorized, receipts attached. You start the return, not a cleanup project.
Clients who set money aside.
Taxes put away as money comes in. Fewer surprises, fewer payment-plan conversations.
Your hours go to advice.
Less chasing and rebuilding, more of the work only you can do.
A handoff in your format.
We'll build exports around the tools you already use. Tell us which ones when you join.
You stay the expert. We don't prepare returns or give tax advice. When a question needs judgment, it comes to you with the numbers attached.
How it fits
The year's work pays off twice.
Your client gets calm all year. You get a clean record at tax time.
- 1
All year
Sorted as money moves
Your client's money person splits home and business, categorizes and matches receipts. Questions that need a pro get routed to you.
- 2
Every quarter
Estimates handled
Estimated taxes are set aside and paid on time, and you can see where things stand without sending an email.
- 3
Tax time
One clean package
Everything arrives early and organized. You review, advise and file. Nobody brings a tote bag.
Fair questions
Straight answers for pros.
Early partner firms
Build it with us.
Shape the accountant side
Tell us what the handoff should look like. Early partners decide what we build for firms.
Early invites for your clients
Families you refer get invited early, and we'll know they came from you.
A direct line to the founders
No sales team, no ticket queue. You talk to the people building it.
partner list
Join the partner list.
Free for firms, no commitment. A founder will reach out personally about early access for you and your clients.
Just your email or number for now. By joining, you agree to our Terms of Use and Privacy Policy.
Sources
- CoCountant, 2026. CoCountant, “Bookkeeping cleanup cost guide.” cocountant.com(opens in a new tab)