Example dashboard · Read-only sample

What Taxottic looks like on a real Tuesday.

The data below belongs to a fictional sole proprietor (Maple Lane Design Co.), May 2026. Everything is hard-coded — clicking through doesn't change anything. When you're ready to see your own numbers, create a free account.

Your workspace

Good afternoon, Riley.

Calm and consistent. That is the whole game.

3 reminders in the next 30 days

Q2 estimated tax due June 15; client deposit reconciliation; quarterly mileage true-up.

Bella flagged 4 likely deductions

Two software subscriptions, a co-working day pass, and a client lunch — all auto-applied with sources.

Live forecast — Tax year 2026

Federal owed

$14,820

↓ $620 from last sync

State owed (MA)

$3,210

↓ $135 · synced 2 min ago

Q2 estimated payment

$4,400

Due Jun 15, 2026

YTD deductions claimed

7 of 8 starter categories

$42,807

Software / subscriptions$12,840
Travel$8,420
Home office (Form 8829)$3,840
Meals (50% applied)$1,205

+ 3 more categories

Bank feed

Synced 14 minutes ago · Chase Business6 new this week

Adobe Creative Cloud
May 8 · Software / subscriptions
$89.99
applied
AWS · S3 + CloudFront
May 7 · Software / subscriptions
$342.50
applied
Delta Airlines · BOS → SFO
May 6 · Travel
$612.40
applied
Marriott Boston Seaport
May 6 · Travel
$384.00
applied
Sweetgreen · with client
May 5 · Meals (50%)
$24.50
applied
Whole Foods
May 5 · Personal — not deductible
$72.18
skipped

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