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.
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.
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.
