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Searching for a better way to prepare for tax season? If so, we have some good news... 

When it comes to preparing for the tax season, there is a better way to do things. It’s called Autobooks, and it’s available right now, inside [FI Name] online and mobile banking.  

Here's THREE reasons why you'll love doing more with Autobooks and [FI Name] in 2024: 

1. Autobooks makes it easy to track all of your activity — in the same place you get paid.

It doesn’t matter if your account comes from another financial institution. Add any external account inside Autobooks — including business credit cards — to stay on top of all activity. And thanks to its built-in integrations, there’s no need to add transactions manually.  

2. Add efficiency and reduce errors with automated categorization.

We get it, bookkeeping can get tedious. Let Autobooks categorize all payments processed through its system — including bill payments (outgoing funds). You can even set up rules to skip tedious categorization tasks for transactions outside Autobooks.  

3. You’ll be ready with the most up-to-date information, including P&L reports.

It’s easy to access financial reports. Autobooks ensures you have all the information you need at your fingertips — like profit and loss statements, balance sheets, and more — inside the Reports menu. And you can export it all to Excel with one click. 

Ready to simplify this year? 

To take advantage of the reporting and accounting features mentioned above, be sure that you’ve subscribed to the full Autobooks solution for just [$10]/month. You can cancel any time. 

It’s easy to get started! 

To get started with Autobooks, just log into your [FI Name] account, click "Send an invoice" or "Payment Link," and follow the prompts. If you’ve used Autobooks before, simply click Reporting/Accounting inside Autobooks to add on these powerful features. 

Are you ready for the coming tax season? 

If you’re the kind who likes to save time and do more, we have three suggestions that we believe will help make a positive, lasting impact on your business this coming tax season and beyond.  

If you skim to the bottom, we’ll also propose one solution that will help you accomplish all three. Here they are, in no particular order: 

Suggestion 1: Track everything in one place. 

By bringing all of your accounts into one place (the same place you get paid), you can more easily track your business income and expense activity. And don’t forget credit cards. Bonus points: find a system that automatically categorizes for you. 

Suggestion 2: Simplify and save money. 

You might have something like QuickBooks around, but you probably don’t have time to make it work for your specific needs. And let’s face it, bookkeepers can get expensive. What you need is something that’s both easy to use and affordable. 

Suggestion 3: Rely on accurate record-keeping. 

Make it easy for yourself and your accountant. Consider keeping an up-to-date profit and loss (P&L) report, so you can always stay on top of your bottom line. Even better, rely on a system that can generate one for you automatically. 

Ready to make tax time less stressful in the coming year? If so, we’d love to introduce you to Autobooks — the solution that checks all the boxes! 

With Autobooks, you can take care of bookkeeping, accounting, and reporting directly inside online and mobile banking — all for just [$10]/month. You can cancel any time.  

It’s easy to get started! 

To get started with Autobooks, just log into your [FI Name] account, click "Send an invoice" or "Payment Link," and follow the prompts. If you’ve used Autobooks before, simply click Reporting/Accounting inside Autobooks to add on these powerful features.

The tax season is here, and [FI Name] wants to help you make it the best yet for your business. 

We’re excited to offer reporting and accounting features, powered by Autobooks — available directly inside your [FI Name] account.   

This easy-to-use solution includes everything you need to automate accounting, and more — directly inside online and mobile banking. 

Here's a few reasons why you'll love using Autobooks in the coming tax season and beyond: 

• Autobooks makes it easy to track all your activity in one place. It doesn’t matter if your account comes from another financial institution. Add any external account inside Autobooks — including business cards — to stay on top of all activity. 

• Add efficiency and reduce errors with automated categorization. Let Autobooks categorize all payments processed through its system — including bill payments. You can even set up rules to skip tedious categorization tasks. 

• Be ready with the most up-to-date information, including P&L reports. Autobooks ensures you have all the information you need at your fingertips, like profit and loss statements, balance sheets, and more. Export it all to Excel with one click. 

• Rely on one simple-to-use app — and keep more of your money. Our fee is typically more competitive than fees charged by third-party software platforms, like QuickBooks. Only pay [$10]/month — you can cancel at any time. 

Plus, Autobooks is built to be part of your everyday banking experience. That means you can get help from an Autobooks expert any time you need it — just like you do at your local [FI Name] branch. 

Ready to make tax time less stressful in the coming year? 

To get started with Autobooks, just log into your [FI Name] account, click "Send an invoice" or "Payment Link," and follow the prompts. If you’ve used Autobooks before, simply click Reporting/Accounting inside Autobooks to add on these powerful features.