Help, and the answers most people need.

Taxottic is tax-forecasting software for freelancers, contractors, sole proprietors, and small businesses in the US. It connects to your bank, keeps a running quarterly estimated-tax forecast in step with your income, and surfaces 1,025 IRS-cited deductions, so you can set money aside before it's due and claim what you're legally owed. It's a forecasting and organization tool, not a filing service, and not a substitute for a licensed CPA.

Self-employed people and small businesses, 1099 contractors, freelancers, gig workers, sole proprietors, single-member LLCs, and S-corps, plus the accounting firms that serve them. If you owe quarterly estimated taxes or file a Schedule C, Taxottic is built for you.

Tax-filing software helps you file once a year, after the year is over. Taxottic runs all year: it forecasts what you'll owe as you earn, tracks deductions in real time, and reminds you about quarterly estimates, so April holds no surprises. You hand the Schedule C export to your CPA or filing tool at year end.

Correct. The Free tier never asks for a card, and neither does the 7-day Business Complete trial every new account starts with. When the trial ends you move to Free, and nothing is charged unless you choose a paid plan.

No. Pick “A paycheck” when setup asks how you earn your money, and no company is set up. You'll see your estimate a step later, and your Today is the personal one.

Yes, read-only sample data lives at /example. No signup needed.

Into Plaid's secure UI; they never reach Taxottic servers. We get a token and the transaction stream. See /legal/security for the full picture.

Open the company, then Banks » Disconnect. We'll revoke the Plaid token and stop syncing.

Use CSV import. Drag any standard transaction export onto the upload zone and we'll categorize it. CSV imports come with Personal Plus, Personal Complete and every business plan.

The engine is verified against 125 unit tests that hit IRS-published worked examples, real bracket math for ten states, and property-based invariants (refund/owed reconciliation, CTC caps, QBI ≤ 20% of taxable income, etc.). Read the full layer breakdown in docs/forecast-accuracy.md. That said, Taxottic is not a substitute for advice from a licensed CPA or tax attorney.

The tax-ready meter measures how many starter deduction categories you've claimed and how much of your bank feed you've triaged. A brand-new company hasn't done either yet, log one expense or connect a bank and the number starts climbing.

Every deduction we surface cites the IRC section and IRS publication. The catalog is 1,025 items today, pulled from Pub 334, 463, 535, 587, and 946. If a deduction Bella suggests doesn't feel right, the source URL is one tap away.

/pricing shows every tier including yearly discounts.

We keep your data accessible for 30 days after cancellation so you can re-subscribe without losing context. After that, company data is deleted on a rolling 90-day window. Export everything from Billing » Export before cancelling if you want a permanent copy.

Each tier ships with a monthly grant of AI credits (used by Bella, receipt OCR, document OCR, and bulk categorize). Unused monthly credits roll up to 2× your grant; past that they evaporate on the next refresh. Top-up packs you buy never expire.

Profile menu » Switch accounts. We force the Google / Microsoft account picker so you explicitly pick which identity to use.

No. See /legal/security » Single sign-on across Techno Optics products for the explanation. TL;DR: each product has its own Supabase project; what re-uses is the Google identity, not the session cookie.

/changelog , public, updated as we ship.