Client expense prep for CPAs, enrolled agents and tax preparers
Judge, don't sort.
It's the week of the deadline. A client walks in with a shoebox and expects the return tomorrow. With Reapt, their expenses arrive organized and explained instead, every number traced back to its source. The judgement stays yours.
The shoebox
A year of receipts and statements, the week of the deadline, and a client who wants the return tomorrow. What to do when it lands on your desk.
The bookkeeper you can't find
Someone to organize and categorize a client's expenses before you review them is hard to find, and booked solid in season. Your options for capacity.
The part that's yours
You trained to judge, not to sort. Why firms look for an alternative to outsourced bookkeeping.
Sorting is not the job
Your value is judgement: what counts, what holds up, what to ask the client next. But every season the judgement waits behind the sorting. A pile of records has to become something you can review before review can begin, and that step always lands in the weeks you have the least time.
A different starting point
Your clients talk to Amy, the face of Reapt, by text message, email or on the web. There is nothing for them to download. You get the result: client expenses that arrive organized and explained. Every number traces back to its source, so you can see what it rests on. The judgement stays yours.
Frequently asked questions
What is ExpensesFiled?
ExpensesFiled is Reapt's site for CPAs, enrolled agents and tax preparers. It publishes practical guides for tax season, and it is where firms join Reapt's early access.
What is Reapt?
Reapt helps freelancers and small business owners with the paperwork side of their work. They talk to Amy, the face of Reapt, by text message, email or the web, with nothing to download. Their expenses reach their accountant organized and explained, and every number traces back to its source.
Who decides what goes on the return?
You do. What is deductible, and in what amount, is your call. Reapt is not a CPA firm, gives no tax advice, and prepares and files no returns.
Does Reapt connect to my clients' bank accounts?
No. It works from the statements clients download from their bank. There is no bank login to hand over.
What does "filed" mean here?
Filed as in a filing cabinet: a client's expenses, and the records behind them, kept together in one place.
Judge, don't sort.
Reapt is in early access for firms.