Clients send screenshots instead of source files
InvoSmart Tax gives this work a clear place to capture, review, follow up, and export.
For bookkeepers and accountants
Cleaner source evidence and review queues for client work
Review original source files, email evidence, vendor categories, sales tax summaries, export history, and missing-record flags before month-end, BAS/GST, or tax review.
Pain points
Why this workflow gets messy
The problem is rarely one missing file. It is receipts, invoices, payments, approvals, and exports living in too many places.
Missing evidence found too late
InvoSmart Tax gives this work a clear place to capture, review, follow up, and export.
Manual export pack assembly
InvoSmart Tax gives this work a clear place to capture, review, follow up, and export.
Sales and expenses reviewed separately
InvoSmart Tax gives this work a clear place to capture, review, follow up, and export.
How InvoSmart Tax helps
- Keep source files, email evidence, categories, and tax treatment attached to each record
- Spot missing source files and needs-review records earlier
- Download CSV/PDF/ZIP handoff packs with original evidence
- Use Sales summaries when client receivables and GST/BAS support are part of the review
Example workflow
- 1Client forwards or uploads receipts through the month.
- 2Review missing source files, vendors, categories, and tax treatment.
- 3Pull fiscal-year exports with original files included.
- 4Use read-only historical access when reviewing prior periods.
Suggested plan
Recommended: Expenses for source evidence review. Add Sales when clients also need receivables and sales tax review support.
Recommended modules
- Tax Evidence & Expenses
- Quotes, Invoices & Receivables
- Business Operations Bundle for full operations clients
FAQ
Can bookkeepers export evidence packs?
Yes. Expenses supports CSV, PDF, and ZIP exports for cleaner handoff and review.
Are add-ons available without base modules?
No. Add-ons require the matching active paid base module.
Ready to see it in your workspace?
Start with one module, choose the Bundle when you need everything connected, and keep your historical records readable as your billing changes.