Tabflow

Stay ready for taxes

Tax season should be a confirmation, not a scramble

Track expected vs received 1099s. Store every tax document in one place. Walk into tax season with everything matched — instead of losing a weekend to spreadsheets.

What you get

Built to remove the busywork

  • 1099 tracking, automatic

    Tabflow knows which clients owe you a 1099 and flags the ones that haven't sent theirs.

  • All docs, one place

    Receipts, W-9s, tax forms — searchable, tied to clients, ready when the IRS or your CPA asks.

  • CPA-ready exports

    Year-end records drop straight into your accountant's hands. No reconciliation marathon.

Where it fits

April rolls around. You don't dread the inbox — you forward one folder to your CPA and get back to work.

Pricing

Start free. Upgrade when the work picks up.

Standard Stripe rates on every plan. Tabflow never takes a cut of your payments. 2 months free on annual, 30-day money-back.

Free

Send Invoices

For freelancers who want a clean, modern way to invoice and get paid.

$0/mo

  • • Unlimited invoices and clients
  • • Accept online payments via Stripe — 0% platform fee
  • • Track invoice status (paid, pending, overdue)
  • • 1099 tax tracker
  • • Tabflow branding on invoices and payment pages

Core

Get Paid Without Chasing

For solo freelancers who want invoices paid, proposals drafted, and expenses organized.

$29/mo

or $290/yr · 2 months free

  • • Everything in Free, unbranded
  • • Automated payment reminders
  • • Recurring invoices for retainers
  • • AI proposals — generate, edit, reuse
  • • Expense tracking with client tagging
★ Most popular

Pro

Built for a Heavier Client Load

For freelancers running many clients and calls who need more hours and more connected accounts.

$49/mo

or $490/yr · 2 months free

  • • Everything in Core
  • • AI meeting assistant — 20 hours/month
  • • Bank & card sync — 5 connected banks
  • • One-click proposal and invoice creation from meetings
  • • AI-generated follow-up emails

Studio

Your Team, One Workspace

For small studios and agencies that need shared client work with access control.

$99/mo

or $990/yr · 2 months free

  • • Everything in Pro
  • • 3 seats included — contact us for more
  • • Roles & permissions
  • • Shared client roster with audit trail
  • • AI meeting assistant — 45 hours/month, pooled

Meeting hours are shared across the account. Bank sync refreshes once per day. Extra meeting hours: 10-hour blocks at $20/mo on any paid plan. AI proposals are unlimited subject to fair use — we'll reach out if usage looks automated rather than human.

Your next call is your next invoice.

Free to start. No card required. No setup call. Invite the bot to one call and watch it turn into a sent invoice.