Tax Optimization and Automation

Keeping track of your taxes, expenses, and transactions on top of running your empire and serving your clients is… a lot. That’s why Persona offers tax optimization and automation features: Organize your tax deductibles, save money, and show tax season who’s boss – all without frantically pulling out a calculator or saving paper receipts.

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Save $$ with Tax Write-Offs.

Income – Business Expenses = Profits.

Taxes are for your profits, not your gross income. You can save big $$ during tax season with tax deductibles by keeping track of your major and minor business-related expenses. Of course, it’s easier said than done. Which is why Persona is intuitively designed to perform tax optimization and automation for your deductibles. No more outdated, complicated spreadsheets necessary.

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Tax Seasons Made Easy, Breezy.

Put the calculator down and take a deep breath. Persona automates and organizes the numbers for you. Simply swipe right to tag a transaction as a business-related expense, and our smart system will automatically calculate and decrease your future tax amount for you.

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Plan for Taxes Like a Pro.

No more guesswork. No more just hoping you’ve set aside enough money for taxes.

Persona is here to help you plan ahead like the professional you are by knowing exactly how much your tax bill will be at any given time. But, of course, it doesn’t end there. Based on your unique numbers, our smart system will calculate savings recommendations so there’s no more stressing over whether or not you’ll have enough saved for tax season.

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Create a Schedule a Click of a Button.

We know we’re boring you with tax talk, so we’ll cut to the chase: both now, and when it’s time to pay. How? Our AI system can auto-generate a Schedule C without you lifting a finger. You can even opt in to automatically have your tax amount transferred from your business account straight to the IRS. Enjoy your springtime in peace.

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Let Persona do the math.

You’re an independent business owner. Not an accountant. Save money and time with Persona’s smart tax optimization and automation features. Save an average of 15% on taxes without paying a penny.

100% free for every user, forever.

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Our Features.

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Invoices and
Subscriptions

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Scheduling &
Payments

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Tax Optimization
and Automation

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Payment
Collection

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Client
Management

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Online Booking
for Clients

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Google, Apple & Outlook
Calendar Sync

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Business
Checking Account

Persona is the #1 management platform for independent business owners. it's 100% free, download it now.

GET STARTED >>

Persona is the #1 management platform for independent business owners. Download it now, it's 100% free.

GET STARTED >>
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