- Knowledge Base & Help Center
- FAQs
- What does Botkeeper Include?
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FAQs
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Troubleshooting & Support
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Standard Operating Procedures & Policies
- Transaction Categorizations | Basic Services
- Schedule Maintenance with Month End Journal Entry | Basic Services
- Payroll Journal Entries | Basic Services
- Simple Month End Journal Entries | Basic Services
- Bank & Credit Card Reconciliation | Basic Services
- Standard Monthly Report Package
- Month-End Close | Basic Services
- Monthly Close Timing and Required Information
- Applying Payments to AR Invoices | Advanced Services
- Class & Department or Project/Job Tracking | Advanced Services
- Payroll Categorizations | Advanced Services
- Accounts Payable
- QBO W-9 Form Request | Advanced Services
- 3rd Party Point-of-Sale & Credit Card Merchant | Advanced Services
- Monthly Standard Invoicing | Advanced Services
- Enhanced Ongoing Report Support | Advanced Services
- 3rd Party Inventory Reconciliation | Advanced Services
- Rapid Write Up Procedures
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Botkeeper Feature User Guide
- Getting Started
- Your User Account
- Security & SSO
- Navigating BOS
- User Access Permissions
- Managing Users
- Work
- Transaction Manager
- AutoPush
- Manual Push
- Client & User Management (formerly Portal Manager)
- Documents
- Smart Connect
- Password Manager
- Scoping Tool
- Integrations & Compatibility
- Communication
- Transaction Insights
- Activity Hub
- Auto Bank Rec
- Bot Review
- JE Automation
- Close Tracker
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Accounting Partner Resources
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AI UNCHAINED Conference
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Product Updates & Release Notes
Will Botkeeper file my client's taxes?
Botkeeper won't file your taxes with the IRS, but we will make sure you're ready to file and have all your information in order.
While Botkeeper won’t file your client's taxes with the IRS, we will make sure you’re set up perfectly for tax time. You’ll receive a year-end financial package that contains everything you need to file on your client's behalf.
And if you're a business looking for a reputable accounting firm, we have an accounting partner network of best-in-class professionals to connect you with!