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Most people don't fail at finances because they're bad with money — they fail because they never had the right tools. CheckMate changes that. Bills, budgets, debt, credit, investments, taxes, and your own AI coach — all in one place.
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Keep all your tax documents in one place here. Upload them as they arrive to stay organized.
Tax Center
Estimates, documents, and strategies — all in one place.
Tax Documents
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Receipt Vault — Business Expenses
Upload receipt photos or PDFs. AI reads each receipt and categorizes it by IRS Schedule C rules for 1099 contractors and small business owners. Export the full report for your CPA at tax time.
Drop receipts here or click to browse
Images & PDFs — multiple at once
Ways to Reduce Your Tax Bill
Click "Generate Suggestions" to get personalized tax reduction ideas based on your income and documents.