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Biz

Every company you own or hold a share of, kept in good standing and ready for tax time, in one place. What each one is, what it owes and when, every document, and the money, with the receipts the IRS wants.

Compliance

Start from your documents

Hand over the formation approval, the EIN letter and the operating agreement. Biz works out what each file is and fills in the company from them.

LLCs, corporations, limited and family partnerships, in California and Nevada
The registered agent, the owners, the file numbers
A document that disagrees with the record is flagged, not applied
Every file in an encrypted vault, deduplicated

A company's page: file number, formation, addresses, registered agent, owners and standing. — One entity, on the phone

The same company on a laptop screen, with what is owed beneath the facts. — The same entity, on the web

Compliance

What’s owed, and when

Annual reports, statements of information, franchise tax, the LLC return. Every rule carries the state page it was checked against and the date it was checked.

Secretary of State and Franchise Tax Board, side by side
A morning email at sixty, thirty, seven and one day out
Mark it filed with the confirmation and the receipt
A rule that can’t be verified says so instead of guessing

The dashboard: entities, what is overdue, and what falls due, grouped by who wants it. — Everything owed, by authority

The same dashboard on a laptop screen. — The dashboard, on the web

Money

Expenses, receipts and the year at a glance

Connect the bank or import a statement. Each line gets a kind and a category, mapped to the line it lands on at tax time.

Money you put in or took out never counts as income or expense
Which charges need a receipt, by the IRS’s own rules
A year-end packet for your preparer: summary, every transaction, every receipt
Prepared documents: worksheets, written consents, annual minutes

Money

Forward a receipt and it files itself

Email any receipt to receipts@in.dfive.us. Biz reads it and places it on the bank line it belongs to, or keeps it until that line posts, and replies to say which.

The email itself is the receipt when nothing is attached
Each business lists who may forward to it; one address can serve several
A week after a charge needs a receipt, Biz asks; reply with it attached
Nothing forwarded is dropped; what can’t be read waits for you

A receipt that arrived by email, waiting for its bank line, above the transactions. — A forwarded receipt, waiting

Transactions on a laptop screen: one with its receipt placed, two still asking for one, and the year-end packet button. — Receipts on their lines, on the web

Screens show example data.

Biz is private, and opened by invitation.

Ask about access