Marketplace Category
Finance & Tax (Coming Soon)
We’re building a streamlined way to support tax filing, bookkeeping coordination, and document organization through our trusted CPA partner — with everything delivered and tracked inside your Boss Motto Client Hub.
Need help right now? Message us and we’ll route you to the correct next step.
What will be available
These services are currently being packaged for the Marketplace:
- Tax filing coordination (business + personal options)
- Bookkeeping support (optional add-on)
- Document collection + secure upload workflow
- Monthly organization of receipts/invoices (where applicable)
- Year-end checklist + readiness review
When will this be live?
Soon. We’re building a clean intake + upload workflow so it’s fast, secure, and doesn’t require back-and-forth.
If you need help now
Message us the info below and we’ll respond with the next step:
- Business name + state
- Whether you need tax filing, bookkeeping, or both
- Your business type (LLC/Corp/Sole Prop)
- Approximate annual revenue range (rough estimate is fine)
- Any deadline (tax date, loan application, etc.)
Do I have to share sensitive info over text?
No. We’ll send you a secure upload path inside your Boss Motto Client Hub for any tax documents.
Want priority access? Message us “Finance & Tax” and we’ll add you to the first rollout.
Message Boss Motto