Question 1

What is InvoSmart Tax used for?

Accepted Answer

InvoSmart Tax is a finance operations workspace that helps individuals, freelancers, sole traders, bookkeepers, and small businesses manage expense receipts, sales invoices, payroll workflows, timesheets, and subscription-based access in one focused system.

Question 2

Who is InvoSmart Tax designed for?

Accepted Answer

It is designed for people and teams who need cleaner receipt records, simpler receivables follow-up, payroll preparation workflows, staff time approvals, and bookkeeper-friendly exports without relying on scattered spreadsheets and inboxes.

Question 3

What modules does InvoSmart Tax include?

Accepted Answer

The main modules are Expense Receipts, Sales Invoices, Payroll, and Timesheets. Customers can subscribe to individual modules or use the Business Operations Bundle when they want all four in one workspace.

Question 4

Does InvoSmart Tax replace an accountant or tax adviser?

Accepted Answer

No. InvoSmart Tax helps organise source records, invoices, payroll workflows, timesheets, and exports. It does not replace professional accounting, payroll, or tax advice.

Question 5

Can I start with one module and add more later?

Accepted Answer

Yes. Many users start with Expense Receipts or Sales Invoices, then add Payroll or Timesheets later as their workflow grows.

Question 6

Does Expense Receipts have a free trial?

Accepted Answer

Yes. Expense Receipts offers a 14-day free trial on the landing page offer. Trial limits are intended to help new users test the workflow before moving to a paid plan.

Question 7

Does Sales Invoices have a free trial?

Accepted Answer

Yes. Sales Invoices also offers a 14-day free trial on the landing page offer so new users can test quotes, invoices, and receivables before subscribing.

Question 8

What happens after a trial ends?

Accepted Answer

When a trial ends, the related module can move into read-only mode if it is not renewed. Historical records remain available to view, download, and export where supported, but new write actions are blocked until the module is reactivated.

Question 9

What does the Business Operations Bundle include?

Accepted Answer

The Business Operations Bundle includes Expense Receipts, Sales Invoices, Payroll, and Timesheets in one subscription for customers who want connected finance operations in a single workspace.

Question 10

Can I buy modules individually instead of the bundle?

Accepted Answer

Yes. You can subscribe to individual modules and only pay for the workflows you need now, then add more modules or move to the bundle later.

Question 11

Is my data stored securely?

Accepted Answer

InvoSmart Tax stores records in a secured SaaS environment with controlled application access, source-file retention, and production resource separation. Sensitive runtime secrets are kept out of frontend code and managed server-side.

Question 12

Does InvoSmart Tax keep the original receipt or invoice file?

Accepted Answer

Yes. The system is designed to preserve original source evidence such as forwarded emails, uploaded PDFs, screenshots, and receipt images so users can review or export the underlying record later.

Simple module pricing for real finance workflows

Choose a plan

7-Day Workspace Trial

Tax Evidence & Expenses

Quotes, Invoices & Receivables

Payroll & Employee Pay Runs

Staff Time & Tasks

Business Operations Bundle

Extend capacity when the base module is active

Friendly receipt aliases

Timesheet staff seats

Payroll employee seats

Frequently asked questions

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