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Profile Home base & Vehicle Connections Tax

Clients & Properties Appearance Plan & Billing

Team Brokerage Help & About

Profile

Your name and contact details. Email is managed by your sign-in provider.

First name

Last name

Phone

License number

Brokerage

Home base & Vehicle

Where your trips usually start, and your vehicle for mileage records.

Starting point

Home address

Office address

Default starting point Home Office

Vehicle

Year

Make

Model

Home office

Method Simplified ($5/sq ft, up to 300) Detailed (actual costs)

Office square feet

Connections

Bring receipts and trips in automatically.

Receipts by email

Forward any receipt email here and it's scanned and added for you.

Services

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Calendar sync

Not connected

🖼️

Google Photos

Not connected

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Gmail contacts

Not connected

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QuickBooks Plus

Not connected

Tax

Automation and the IRS figures that drive your deductions.

Receipt automation

Automatically create an expense from a scanned receipt

Only auto-create when confident (80%)

Lower receipts land in your Review queue instead.

IRS figures

Loading current mileage rate…

Business meals are 50% deductible.
Client gifts are capped at $25 per recipient per year.
Home-office method is set under Home base & Vehicle.

Clients & Properties

Manage the clients and listings you attribute expenses and trips to.

Clients

Track client gifts against the $25/year IRS cap and attribute expenses.

Manage clients

Properties

Tag expenses and trips to specific listings for per-property reporting.

Manage properties

Appearance

Choose how (re)expense looks.

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Dark

Auto

Match your device

Plan & Billing

Your subscription and payment.

Current plan

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Plans

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Team

Manage your team, members, and invitations.

Team management lives on its own page now.

Open Team

Privacy: team plans share aggregate reporting only — each agent's individual expenses stay private.

Brokerage

Manage your organization, teams, agents, branding, and API access.

Brokerage management lives on its own page now.

Open Brokerage

Help & About

Get help, send feedback, and review the legal bits.

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Help & feedback

Ask a question or report an issue

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Legal

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(re)expense — IRS-ready expense & mileage tracking for real-estate agents.