SnapTax
AI-firstAI Productivity
SnapTax is an AI tax planning platform for US freelancers, gig workers, and 1099 independent contractors. It uses AI to categorise bank statement transactions into Schedule C buckets, tracks mileage and receipts, and keeps a continuous view of estimated quarterly and annual tax liability through the year rather than only at filing time.
ABOUT SNAPTAX
OVERVIEW
- Who is it for?
- US freelancers, gig workers, and 1099 independent contractors that need year-round tax planning rather than one-shot filing.
- Problem
- Filing-only apps surface tax liability once a year, and manual expense categorisation, mileage tracking, and quarterly estimates are time-consuming for self-employed workers.
- Solution
- An AI tax planning platform that categorises bank statement transactions into Schedule C buckets, tracks GPS mileage and receipts, produces real-time profit and loss reports, estimates quarterly payments with IRS due-date reminders, and exports to TurboTax for filing.
- What makes it unique
- Focused on continuous tax planning through the year rather than annual filing. Starter tier is free for 90 days; higher tiers add bank statement AI categorisation and itemised deduction, QBI, home office, retirement, and capital gains planning up to 39.99 USD per month.
KEY FEATURES
- AI expense categorisation from CSV, PDF, and OFX bank statements
- Real-time profit and loss reporting
- Quarterly payment estimates and IRS due-date reminders
- GPS-based mileage tracking
- Mobile receipt capture and storage
- Asset tracker for depreciation
- Home office, QBI, retirement, and capital gains calculators
- TurboTax export for filing
- Updated for latest IRS tax brackets and state deductions
PRICING PLANS
Every published plan tier. Editorial reasoning about which one to buy lives on our reviews and best-of pages, not here.
Starter
Free for the first 90 days, then 4.99 USD per month. Manual income and expense logging, quarterly tax estimates, and TurboTax export.
Builder
Adds bank statement uploads with AI categorisation, profit and loss reports, asset tracker, receipts, and mileage tracking.
Optimizer
Adds itemised deduction, QBI, home office, retirement, and capital gains planning.
COMPANY
- Publicly traded
- No
Where ZPlatform covers SnapTax
Reviewed in
Hands-on ZPlatform reviews of this tool.
Mentioned in
Passing mentions in guides and other posts.
Sources
- SnapTax homepage - Homepage · checked Aug 29, 2026
- SnapTax pricing - Pricing page · checked Aug 29, 2026
- Yahoo Finance launch coverage - Reference · checked Aug 29, 2026