Frequently asked questions
Clear answers about TapBooks, organized by topic for owners and bookkeepers.
Product
What TapBooks is and who it is for
- What is TapBooks?
- TapBooks is the next step after bookkeeping in Excel. It's simple bookkeeping software for small business owners, freelancers, and agencies who have outgrown spreadsheets but don't want the complexity of traditional accounting software. It helps you organize receipts, invoices, and transactions, keep your books up to date, and prepare everything your accountant needs.
- Who is TapBooks for?
- TapBooks is for small business owners who are ready to move beyond Excel but don't need complicated accounting software. If you're currently tracking receipts, expenses, and transactions in spreadsheets, TapBooks gives you a simpler way to keep your books organized and ready for your accountant.
- What comes after Excel?
- For many small businesses, TapBooks is the next step. You don't have to jump from a spreadsheet straight into complicated accounting software. TapBooks gives you a simple way to capture receipts and invoices, organize transactions, and keep your books up to date, without changing the way you run your business.
- Is TapBooks accounting software?
- TapBooks is bookkeeping software built for small business owners. It helps you capture receipts and invoices, organize expenses, match transactions, and keep your books ready for your accountant. It focuses on the bookkeeping you actually need without the complexity of full accounting software.
- Do I need bookkeeping or accounting experience?
- No. TapBooks is designed for business owners, not accountants. You can upload a receipt, review the information TapBooks extracts, and organize your expenses without learning complicated accounting workflows.
- Can I use TapBooks on my phone and computer?
- Yes. Snap receipts from your phone and upload invoices and other files from your computer. Everything stays organized in one place.
Bookkeeping / Privacy
Day-to-day books and organization without jargon
- Does TapBooks connect to my bank account?
- No. TapBooks does not connect directly to your bank account. Instead, you can import transactions using a CSV file, so TapBooks does not need your online banking credentials or direct access to your bank account.
- Does TapBooks ever see my bank login details?
- No. TapBooks never connects directly to your bank account and never needs your online banking password. You choose when to export your bank transactions and upload them to TapBooks as a CSV file.
- Is my financial data private?
- TapBooks is designed with privacy in mind. We do not sell your personal or financial information. We use trusted service providers to operate the product, and you can read more at /privacy-policy.
Receipts & Invoices
Capture, storage, and finding receipts and invoices
- Can I upload receipts and invoices?
- Yes. You can snap receipts from your phone or upload receipts and invoices from your computer. TapBooks supports PDF, JPG, JPEG, and PNG files, as well as CSV imports for bank transactions.
- 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.
AI
Receipt scan, automatic fields, and corrections
- Does TapBooks use AI?
- Yes. TapBooks uses AI to make bookkeeping faster and easier. For example, TapBooks can extract information from receipts so you do not have to enter every detail manually. You can review and correct the information before it is saved.
- 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.
Accountants
Sharing records and tax season
- Can my accountant use TapBooks?
- Yes. TapBooks is designed to work alongside your accountant, not replace them. You can keep your bookkeeping organized throughout the year and export your books and records when you need professional accounting or tax support.
- Do I still need an accountant if I use TapBooks?
- Yes, if you use an accountant for your business. TapBooks helps you keep your records organized throughout the year, but it doesn't replace professional accounting or tax advice. Your accountant can use the clean records and exports from TapBooks when they need them.
- What makes TapBooks different from QuickBooks?
- TapBooks is designed to be simpler. QuickBooks offers broader accounting software features, while TapBooks focuses on the core bookkeeping workflow most owners need: organizing receipts, tracking expenses, keeping books current, and preparing clean records for an accountant.
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.
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.
Getting Started
Setup, imports, and first month
- 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.