ClearBooks Tax & Bookkeeping handles tax preparation and bookkeeping for small businesses and freelancers. Owners get accurate monthly books, on-time tax filings, and personalized tax-saving strategies managed by a dedicated team. This agent streamlines service delivery by coordinating team tasks, tracking project progress, and ensuring clients receive consistent, high-quality support across bookkeeping, tax filing, and payroll.

ClearBooks Tax & Bookkeeping

What we're building

Done-for-you tax preparation and bookkeeping for small businesses and freelancers — accurate monthly books, on-time filings, and tax-saving strategies handled by a dedicated team.

Current focus — MVP

A polished, live landing page at our public site that (1) explains the services — monthly bookkeeping, tax preparation & filing, and payroll support — (2) shows clear, transparent pricing packages, and (3) gives owners an obvious way to request a free quote. Publish the page now; grow service capacity and add marketing as real inquiries come in.

Customize the team member roles and client intake process in the agent configuration
Connect your email system for client communications
Set up your bookkeeping and tax software integrations (QuickBooks, TurboTax, etc.)
Deploy the website frontend—the team's web designer/developer builds on TanStack Start/React + Tailwind and publishes to port 3000
Begin accepting client intake through the landing page quote request form

ClearBooks Tax & Bookkeeping

Overview

Mission

ClearBooks Tax & Bookkeeping

What we're building

Current focus — MVP

The team

Setup