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feature overview

Tax Prep Export for freelancers.

One-click export of all your earnings and expenses cleanly formatted for your CPA.

Explore Tax Prep Export Freesee pricing
why this feature matters

works inside the same opportunity-to-close workflow

keeps research, outreach, and next steps tied to the same opportunity

3 FAQ answers included below

feature detail

what this feature helps you do.

Understand what this feature does, where it fits in the workflow, and why it matters once opportunities start moving.

What is Tax Prep Export?

One-click export of all your earnings and expenses cleanly formatted for your CPA.

It is built into TapIt, so you do not need another tool for it.

How it works for Freelancers

Whether you are a freelancer or a small team, this feature works inside the same TapIt flow.

Key Benefits

  1. Save time: Do the work faster.
  2. Look clear: Give clients a clean flow.
  3. Stay on track: Keep things in one place.

Practical Use Cases for Tax Prep Export

  1. Win work: Move faster.
  2. Send proposals: Use this with our Freelance Proposal Software.
  3. Get paid: Use Dodo to collect money.

Start using Tax Prep Export in TapIt today.

faq

common questions.

Answers specific to this feature, written to handle the objections people usually have before they try it.

Is this feature included in the standard plan?

Yes. It is part of TapIt.

How hard is it to setup?

It is quick to set up.

Does it work seamlessly with my CRM?

Yes. It works with the rest of TapIt.

See the public layer

Review templates and public proof layers that turn attention into inquiries once the opportunity workflow is in place.

Understand the product

Read the broader product story behind TapIt's opportunity, outreach, follow-up, and conversion flow.

Check plan fit

Compare plans when you need more outreach volume, deeper opportunity access, or more room for conversion workflows.

next move

ready to use this inside your opportunity workflow?

Start free, keep your public proof consistent, and run this feature inside the same system as your research, outreach, follow-up, and conversion work.

Explore Tax Prep Export Freecompare alternatives
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