Freelancer Guides
Freelancer Setup Guide
Manage solo cash flows, client projects, and tax preparation with minimal friction.
For Freelancers, Solopreneurs, Independent Creators
1
Create your core accounts
Set up your operating Checking Account and a separate Tax Prep Savings Account.
2
Log client payments & retainers
Record incoming client fees and attribute them to designated clients to monitor revenue leaderboards.
3
Automate recurring obligations
Configure zero-cost recurring transactions for software subscriptions and quarterly tax savings.