For CPAs & Tax Pros

Your clients do the work all year.
You get perfect reports at tax time.

ClaryBook turns your clients' everyday text messages into organized, tax-ready books. No more chasing receipts. No more shoeboxes. Just clean reports — every time. And when you refer a client, you earn 10% of their subscription for as long as they stay with us — recurring.

Refer your clients See the reports
What your client delivers at tax time
$27,326
Total deductions, documented
107
Transactions categorized
100%
Receipts attached
Sch. E
Pre-mapped to IRS lines
Sound familiar?

Tax season frustrations that disappear with ClaryBook

📦
The shoebox problem

Clients showing up in April with unsorted receipts, bank statements printed on thermal paper, and a prayer.

🔍
Missing records

Incomplete documentation you have to chase down. Weeks of back-and-forth for receipts that may not even exist anymore.

🔢
Manual recategorization

Hours re-mapping expenses to Schedule E lines because the client dumped everything into "Miscellaneous."

📧
The "$450 charge" email

Back-and-forth for weeks asking "what was this for?" Clients who can't remember what they spent money on six months ago.

What you receive

Reports your other clients wish they could produce

Every report is pre-mapped to IRS line numbers, with receipts attached and downloadable.

Schedule E Worksheet

Itemized, categorized, complete

Every expense mapped to Schedule E line numbers — Advertising, Repairs, Insurance, Utilities, and more — broken out by property. Subtotals and grand totals pre-calculated. Print or CSV.

Schedule E worksheet
Bank Reconciliation

Bank statements matched to receipts

Your client imports their bank CSV. ClaryBook auto-matches every transaction to the corresponding receipt. You can see exactly what's reconciled and what needs attention — before you even start.

Bank reconciliation
Complete Tax Package

Everything in one download

One click: itemized expenses, mileage log, hours summary, reconciliation report, and every receipt as a ZIP. That's everything you need for Schedule E, in one file. No hunting, no follow-up emails.

Tax package download
Why it matters

Better clients. Less busywork.

When your clients use ClaryBook, tax season goes from painful to effortless — for both of you.

01

Clients use whatever they're comfortable with

Most install the iPhone app. Some prefer the web. A few stick with Telegram. Whichever they pick, the receipts and reports flow back to you the same way.

02

Schedule E ready out of the box

Expenses pre-mapped to IRS line numbers. Reports in your format, not some app's proprietary export you have to translate.

03

Receipts on demand

Every receipt stored and linked to its transaction. If the IRS asks, documentation is instantly downloadable.

As featured on
ClaryBook on Product Hunt ClaryBook on BetaList ClaryBook on PostYourStartup
Build it with us

We build ClaryBook with the advisors who use it

We're early — and that's the point. Tell us what your practice actually needs: a report, a category, an export, a tweak to how a client logs something. Your feedback shapes what we ship, often within days.

Tell us what you need

Tell your clients about ClaryBook.

They text their receipts all year. You get clean, complete reports at tax time — and you earn 10% of every client's subscription, recurring, for as long as they stay.

See the partner program Or just refer a client
Questions? hello@clarybook.com