Most rental owners didn't get into real estate to track receipts. They got into it to build wealth. ClaryBook gives them the simplest possible way to keep clean books year-round — they text receipts, you pull a clean Schedule E in January. They breathe easier. You reclaim hours of cleanup work.
15 minutes. We walk through a real client file — no slides.
ClaryBook turns the worst three months of your client's year into a non-event. By the time you sit down with their books, the data is already organized.
Vendor, amount, date, and category extracted in seconds — and slotted under the right Schedule E line. No app to learn, no spreadsheet to maintain. Whether they prefer iPhone, web, or Telegram, the receipt lands in the same place.
"Drove 88 miles to Sawyer." Logged at the 2026 IRS rate. "Logged 6 hours of repairs at the duplex." Tracked toward the 500-hour material-participation threshold. The audit-ready logs build themselves while your client lives their life.
Your client invites you to their books with read-only access. You see the full dashboard, every transaction with its source receipt, per-property P&L, the Schedule E worksheet pre-mapped to IRS lines, and a one-click ZIP of every receipt for the year. No follow-up emails about the $450 charge.
If you recommend ClaryBook to a Schedule-E client, here's what changes for them — and indirectly, for you.
| What your client gets | Why it matters |
|---|---|
| A way to keep books that takes 5 seconds per receipt | They actually do it. Clean books year-round, not just in March. The 95% who would never open accounting software still send a text. |
| Peace of mind heading into tax season | Their data is already organized. April stops being the month they dread, and that calm shows up in your meetings. |
| Hours back on their actual business | Fewer evenings sorting receipts. More energy for the work that grows their portfolio — which is the work they came to you to advise on. |
| A real audit trail | If the IRS asks, the receipt is one click from the transaction. Every entry timestamped and sourced. You inherit a clean defense, not a paper trail to reconstruct. |
If it fits your practice: we offer the first cohort of CPAs a 10% recurring referral on any client who signs up via your introduction. We handle commission tracking and payout manually for now — automated tracking via Stripe Connect is on the roadmap. The offer stands either way; no exclusivity, no quotas, no fee to join.
We add partners by conversation, not signup form. The demo is the introduction.
Bring a Schedule E client whose books are currently a mess. We'll walk through what the same data looks like once it's been running through ClaryBook for a year. Fifteen minutes, no slides.
Not ready for a demo? Send a client our way and we'll handle the introduction directly.