BookSmart, a Free,
AI-Powered Tax Coach for the
Self-Employed.
BookSmart uses AI to find deductions, track your finances automatically, and connect you with a CPA when you need one, all in one place. Turn your everyday expenses into tax savings.
AI powered tax strategies. Automated bookkeeping. On demand CPA support. One platform built to maximize your savings.
Trusted by
BookSmart was Built for Freelancers, Creators, and Small Business Owners.
Built simple, smart and for you
Tailored Business AI Tax
Reduction Strategy
Finds hidden deductions in real time. Our AI scans your transactions and flags every eligible tax deduction automatically. Our AI scans your transactions and flags every eligible tax deduction automatically.
Smart AI Tax Engine
Finds hidden deductions in real time.
No more spreadsheets BookSmart tags every expense correctly for you.
Automatic Bookkeeping
Tracks and categorizes expenses 24/7.
Track your deduction level, unlock savings tips, and visualize your financial health.
CPA-Backed Guidance
Work with trusted experts when you need human review
Share files, chat securely, and get feedback from verified professionals inside the app.
Tailored Business AI Tax Reduction Strategy
Finds hidden deductions in real time.
Smart AI Tax Engine
Finds hidden deductions in real time.
Automatic Bookkeeping
Tracks and categorizes expenses 24/7.
CPA-Backed Guidance
Work with trusted experts when you need human review
Meet Your AI Tax Coach
“BookSmart’s intelligent engine scans your transactions, identifies deductions, and builds personalized tax strategies so you never overpay again.”
Traditional Tax Tools Miss What AI Can Find
Your time is valuable BookSmart’s AI continuously analyzes your finances to find what others overlook
Manual Bookkeeping
Tedious, error-prone, and time-consuming
Static Tax Software
Only works once a year, after it’s too late
Missed Strategy Opportunities
CPAs overlook hidden tax-saving strategies buried in complex financial data.
Talk to CPA too late
Miss opportunities to optimize taxes and deductions.
How BookSmart’s AI Finds Your Tax Savings
Connect Your Accounts Securely
Bank-grade, read-only connections protect your data.
AI finds deductions automatically
Transactions are continuously analyzed for savings.
AI Maximizes Your Deductions
Missed opportunities are identified and quantified.
AI-Generated Financial Health Score
A real-time view of your tax and financial position.
CPA Validation
Every strategy reviewed by a licensed professional.
Here are Examples of Strategy and Savings BookSmart Found For Its Client
BookSmart has identified thousands in tax savings for users across a wide range of scenarios like the examples above, with hundreds of additional strategies continuously uncovered through our AI
Home Office Deduction
Recognizes your workspace expenses and optimizes your deduction
+$2,900
Vehicle Expense Deduction
Tracks mileage and auto costs automatically
+$570
Health Insurance Credit
Finds self-employed coverage savings you might miss
+$350
Entity Structure Upgrade (LLC → S-Corp Analysis)
Evaluates whether electing S-Corp status could lower your self-employment tax by adjusting salary vs. distribution strategy.
+$920
Health Reimbursement Arrangement (HRA) Setup
Shows whether a Qualified Small Employer HRA (QSEHRA) or ICHRA can allow your business to pay tax-free for your family’s medical premiums.
+$2,450
Vehicle Write-Off Upgrade
Analyzes whether switching to a >6,000-lb SUV or EV qualifies for accelerated depreciation or federal EV credits.
+$3,800
Here are examples of strategy and savings BookSmart found for its clients.
Home Office Deduction
Recognizes your workspace expenses and optimizes your deduction
+$920
Vehicle Expense Deduction
Tracks mileage and auto costs automatically
+$640
Health Insurance Credit
Finds self-employed coverage savings you might miss
+$320
Entity Structure Upgrade (LLC → S-Corp Analysis)
Evaluates whether electing S-Corp status could lower your self-employment tax by adjusting salary vs. distribution strategy.
Estimated Savings: +$3,400
+$920
Health Reimbursement Arrangement (HRA) Setup
Shows whether a Qualified Small Employer HRA (QSEHRA) or ICHRA can allow your business to pay tax-free for your family’s medical premiums.
Estimated Savings: +$2,650
+$640
Vehicle Write-Off Upgrade
Analyzes whether switching to a >6,000-lb SUV or EV qualifies for accelerated depreciation or federal EV credits.
Estimated Savings: +$4,000
+$320
Meet Our CPAs
Verified. Experienced. Ready to Help
All CPAs in our network are licensed, background-checked, and reviewed by BookSmart users
Verified Experts
AI-Backed Insights
Year-Round Support
We Connect You with the Right CPA Instantly
Whether you’re a freelancer, creator, or investor, BookSmart’s AI matches you with verified CPAs who specialize in your field
Got Questions?
Join Thousands of Self-Employed People Saving Smarter
Is it safe to connect my bank?
Yes. BookSmart uses 256-bit encryption and never stores your credentials.
Can I cancel anytime?
Absolutely. You can upgrade, downgrade, or cancel whenever you like.
Do I need accounting experience?
Not at all. BookSmart automates the hard parts and guides you step-by-step.
Will I lose data if I cancel?
“No. Your financial data stays secure and accessible on your account.
Is it safe to connect my bank?
Yes. BookSmart uses 256-bit encryption and never stores your credentials.
Can I cancel anytime?
Absolutely. You can upgrade, downgrade, or cancel whenever you like.
Do I need accounting experience?
Not at all. BookSmart automates the hard parts and guides you step-by-step.
Will I lose data if I cancel?
“No. Your financial data stays secure and accessible on your account.
Start free, explore AI tax tools, and upgrade anytime for advanced insights and CPA support
Connect BookSmart with Your Favorite Tools
BookSmart syncs automatically with banks, payment processors, and accounting platforms, keeping everything in one place.”
+20 More Integrations
Join the BookSmart Community
Explore expert tips, financial advice, and stories from self-employed professionals like you.
Connect with peers, share experiences, and grow together with the BookSmart virtual community.
Stop overpaying on taxes.
Start saving smarter with BookSmart
Join thousands of self-employed people using AI to simplify bookkeeping and keep more of what they earn.
Your Security Is
Our Priority
BookSmart uses bank-grade encryption and never stores your login credentials.
We are SOC2 compliant and partner only with verified CPAs.
Your information is yours always.
Bank-grade security.
Contact us at Support@booksmart-ai.com
Your Security Is Our Priority
BookSmart uses bank-grade encryption and never stores your login credentials.
We are SOC2 compliant and partner only with verified CPAs.
Your information is yours always.
Bank-grade security.
Contact us at Support@booksmart-ai.com