Get Organized.
Stay in Control.
The few simple tools Al would put on a 1099 professional's desk, and the workbook that ties them together. Capture it, record it, file it, keep it.
Start with the system
Tools help. A workbook built for your line of work is what turns a pile of receipts into a clean year.
A tracker built for your work
Every deduction in its place, mileage at IRS rates, and a Schedule C summary ready for your tax professional. Excel and Google Sheets, one payment.
Free: commonly missed write-offs
A one-page checklist for your line of work, sent to your inbox. A good first step before tax season.
Get the free checklistThe tools that make it easy
Six simple tools for the four habits of an organized year.
Compact receipt scanner
Scans a receipt in seconds, so paper never piles up.
- Scans to PDF
- Small enough for a desk drawer
- Works with your phone or laptop
Phone dash mount
Keeps your mileage app in view on the road, hands free.
- Fits your phone and your dash
- One-hand release
- Sturdy on rough roads
Vehicle mileage log book
A paper backup of every business trip, kept in the glove box.
- Date, miles and purpose columns
- Fits a glove box
- Room for a full year
Label maker
Labels that match your tracker's categories, so everything has a place.
- Easy-to-read print
- Labels for folders and bins
- Battery or plug-in
12-pocket expanding file
One pocket per month for the receipts you keep.
- 12 labeled pockets
- Fits letter-size paper
- Closes securely
Fireproof document box
Tax records, licenses and policies in one safe place.
- Fire and water resistant
- Holds letter-size files
- Key or combination lock
How long to keep records depends on your situation; the IRS explains it in "How long should I keep records?" on irs.gov. AgentLedger workbooks are for organization and record keeping, not tax advice.
Every deduction in its place.
One workbook, built for your line of work. Yours to keep.