Checkmate
♟ The Only Financial Hub You'll Ever Need

Your Money. Fully In Check.

Stop guessing. Start winning.

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.

Smart Dashboard
Bill Tracking
Debt Demolisher
Budget Builder
Credit Monitor
Portfolio Tracker
Tax Center
AI Coach
One app. Every financial decision — simplified.
AI coach that learns you & grows with you
Bills, budgets & debt in one place — finally
Know exactly where every dollar goes
Credit score & net worth always in sight
Tax prep, investments & goals — covered

Join thousands already using CheckMate to take back control of their financial life.

N

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.

Disclaimer: CheckMate is not a CPA, accountant, or tax advisor. All estimates, brackets, and suggestions shown here are for informational purposes only and may not reflect your actual tax situation. Always consult a qualified tax professional before making financial decisions.
Settings

Tax Documents

No documents uploaded yet.

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.

Tax Preparer / Service