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Features

A complete finance workspace without accounting-software complexity.

TaxLiix gives individuals and freelancers a practical operating layer for accounts, transactions, categories, budgets, goals, analytics, reports, and tax-relevant records.

Product architecture

One financial workspace, structured by intent.

The feature set is designed to reduce scattered records and give users a clean path from daily activity to preparation-ready outputs.

1

workspace for personal and freelance finances

8

core finance sections already structured

0

spreadsheet chaos required

Operating flow

From input to decision-ready structure.

Each layer has a job, so users can move from raw activity to usable information without rebuilding the workspace.

Record activity

01

Classify data

02

Plan ahead

03

Prepare outputs

04

Feature set

Complete, without being heavy.

The product is split into practical layers, so users can start simple and add sophistication as their financial life becomes more complex.

Daily control

Capture what happens with your money.

Start with the operational foundation: accounts, transactions, balances, and categories.

01 / TaxLiix layer

Built to keep the workflow controlled, readable, and ready for the next financial action.

01

Accounts

Create financial containers for checking, savings, cash, credit cards, tax reserves, business activity, and more.

02

Transactions

Record income, expenses, transfers, tax movements, merchants, dates, recurring flags, and notes.

03

Categories

Classify activity consistently so budgets, reports, analytics, and tax views stay reliable.

01

Budgets

Review current-month spending by category and use real transaction data to guide budget targets.

02

Goals

Use balances and monthly cash flow to identify savings, reserves, and growth goals.

03

Dashboard

Customize visible widgets and keep the most relevant financial indicators in front of you.

Planning

Turn records into decisions.

Use your actual transaction behavior to understand spending patterns and set realistic targets.

02 / TaxLiix layer

Built to keep the workflow controlled, readable, and ready for the next financial action.

Insight and readiness

Make the numbers easier to explain.

Move from raw entries to reports, analytics, and tax-ready summaries.

03 / TaxLiix layer

Built to keep the workflow controlled, readable, and ready for the next financial action.

01

Analytics

Review monthly trends, spending by category, income by source, and account distribution.

02

Reports

Summarize income, expenses, net cash flow, tax-relevant activity, recurring items, and account movement.

03

Taxes

Flag tax-relevant transactions, estimate deductible amounts, and review tax categories before filing pressure starts.

Operating model

The workflow is intentionally simple.

TaxLiix is built around a clean sequence that compounds in value as your data grows.

Operating model

Each step builds on the previous one, so users do not need to rebuild their records when they move from tracking to planning or preparation.

01

Set up your structure

Create accounts and categories that reflect your personal, business, savings, and tax context.

02

Record financial activity

Log transactions against the right account and category, then let balances and dashboards update automatically.

03

Review and act

Use budgets, goals, analytics, reports, and taxes to make better decisions with less manual reconciliation.

TaxLiix features

Start simple. Grow into a proper finance operating system.

TaxLiix is designed to be useful from the first account you create and more powerful as your financial life becomes more complex.

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