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 simple bookkeeping software for small business owners, freelancers, and agencies. It helps you organize receipts, track expenses, keep your books up to date, and prepare everything your accountant needs without the complexity of traditional accounting software.
- Who is TapBooks for?
- TapBooks is built for small businesses, freelancers, consultants, designers, writers, developers, virtual assistants, and other service-based businesses that want an easier way to stay on top of their bookkeeping. You do not need to be an accountant to use TapBooks.
- 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.
Bookkeeping basics
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.
- 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
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
- 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.
- 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.
- 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.
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.