Questions before getting started.

TaxLiix is a financial workspace for organizing income, expenses, categories, budgets, goals, reports, and tax-relevant records in one place. It is designed to help users move from scattered tracking to cleaner financial control.

TaxLiix is built for individuals, freelancers, and people who manage both personal and professional finances. The product is especially useful for users who want cleaner records before budgeting, reporting, or tax preparation becomes stressful.

No. TaxLiix supports personal finance first, with additional tools for freelancers and users who need to separate personal and professional financial activity.

Yes. You can use TaxLiix to track income, expenses, budgets, goals, recurring payments, categories, and financial trends without using freelancer-specific features.

Yes. TaxLiix is designed to support separate views for personal and freelance activity, helping users keep records clearer and avoid mixing unrelated financial movements.

No. TaxLiix helps organize financial information and prepare better records, but it does not replace an accountant, tax adviser, lawyer, or financial adviser.

No. TaxLiix does not provide legal, tax, accounting, investment, or financial advice. It can help structure information that may be useful for tax preparation, but final decisions should be reviewed by qualified professionals when needed.

TaxLiix may support tax preparation workflows and tax-relevant organization, but it should not be treated as a final tax authority. Tax rules depend on jurisdiction, status, deductions, income type, and personal circumstances.

Yes. TaxLiix is designed to support recurring income and expenses so users can identify regular financial commitments and understand monthly patterns more clearly.

Yes. TaxLiix is designed to support budgets and goals so users can plan around their actual income, expenses, and financial behavior.

Yes. Categories are a core part of TaxLiix. They help transform raw financial movements into useful records for visibility, budgeting, reporting, and preparation.

Yes. Notes help explain context behind financial movements, especially when a transaction needs to be reviewed later or used for reporting or tax preparation.

Bank connections may be added later. The initial focus is a clean manual workspace so the core structure is reliable before adding integrations.

Manual records create a controlled foundation. They help users understand the structure of their finances before automation or bank connections are introduced.

Yes. Reports are part of the product direction. The goal is to help users turn structured records into clearer monthly, category, budget, and tax-relevant visibility.

Export functionality is expected to be part of the product roadmap. Exports are important for users who need to review records, share information with advisers, or keep their own backups.

Security is a core requirement. TaxLiix should use appropriate technical and organizational safeguards to protect accounts, records, and financial information as the product develops.

TaxLiix may store account details, financial records added by users, transaction information, categories, budgets, goals, notes, usage data, and technical data needed to operate the service.

Users should be able to request deletion of personal data subject to applicable legal, contractual, security, and accounting retention obligations. The Privacy Policy explains this in more detail.

TaxLiix may offer a free starting experience so users can begin with basic records before deciding whether they need more advanced functionality.

TaxLiix may evolve over time. Features, plans, workflows, and integrations may be updated as the product improves and user needs become clearer.

Use the contact page and include the relevant context, such as account, billing, product area, access issue, or expected outcome. Clear context helps route the request faster.