MySimpleAccounting helps accountants and self-employed clients review bank activity, organize records, and stay ready for quarterly taxes with less back-and-forth.
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app.mysimpleaccounting.com
LIVETransactions
Stripe payout
Income
$1,240.00
Notion subscription
Software
$82.44
Client lunch — downtown
Meals 50%
$310.00
Contractor — Alex P.
Contractor
$540.00
Quarterly tax
Q2Track what to set aside before the deadline.
Nothing moves forward until your accountant approves it.
The problem
They have bank statements, scattered expenses, unanswered accountant questions, and no clear view of what to set aside for taxes.
Accountants end up chasing documents, fixing messy categories, and repeating the same explanations every quarter. That wastes time on both sides.
The solution
Clients log in, review categorized activity, and answer questions in plain English. Accountants review, correct, and keep each client moving toward cleaner books and less tax-season chaos.
Benefits
AI turns raw bank activity into a cleaner first draft, so accountants spend less time starting from zero.
Clients get a simpler experience built around review and approval, not accounting jargon.
Quarterly tax visibility helps clients understand what is coming before deadlines hit.
Instead of emails, spreadsheets, and scattered messages, both sides work from the same system.
Features
Upload or sync statement activity, then let AI suggest categories to speed up first-pass bookkeeping. You stay in charge of every decision.
Suggested categories
AINothing has to be trusted blindly. Accountants can review, edit, approve, and request clarification before records move forward.
AI drafts categories
First pass from bank activity.
Accountant reviews
Edit, approve, or request clarification.
Client confirms
Final sign-off in plain language.
Help clients stay aware of estimated taxes throughout the year, not just when payments are due.
Quarterly progress
Clients see what matters, what needs review, and what to do next without getting buried in accounting complexity.
Alex — Acme Consulting
Client portal
Clients use the platform in English, Russian, or Spanish — smoother onboarding for multilingual households and firms.
Interface language
Who it's for
If you work with self-employed clients and want a cleaner review process, MySimpleAccounting gives you a better way to manage recurring client bookkeeping.
If you are a freelancer, contractor, consultant, or single-owner business, MySimpleAccounting helps you stay organized without learning full accounting software.
How it works
Start with statement data and basic client setup.
Suggested categories speed up the initial organization.
Clients confirm details, accountants review and adjust.
Keep records current and keep tax expectations visible.
Multilingual by design
MySimpleAccounting supports English, Russian, and Spanish so accountants can work with more clients without forcing everyone into the same language.
Review your transactions for May
Trust & security
Financial workflows need trust. We built MySimpleAccounting with secure access, role-based workflow, and a clear separation between client actions and accountant review.
Accountants and clients see exactly what they need — nothing more.
Every account is protected with modern authentication and encryption.
Nothing is filed or finalized without explicit accountant approval.
FAQ
Both. It is designed for accountants who manage self-employed clients, and for clients who need a simpler way to stay organized.
Give your firm and your clients a simpler way to review transactions, stay organized, and prepare for quarterly taxes.