Stay ready for tax season,
all year long
Reserves set aside as you operate, documents gathered along the way, and a clean handoff to your accountant—so filings stop being a scramble.
Tax calendar
JanuaryQ4 estimate
Jan 15
1099 filing
Jan 31
Tax reserve
$88,600
92%of $96,500 estimated obligation
Readiness
- Income categorized
- Vendor 1099s collected
- Deductions reviewed
- Filing packet
Tax shouldn't be a once-a-year fire drill
Most businesses scramble at deadlines and hope the reserve is enough. Ora keeps you prepared all year—organized, aware, and ready to hand off.
Deadlines sneak up
Estimated payments and filings arrive without warning, and you find out with days—not weeks—to spare.
Estimate due
in 2 days
Reserves are a guess
Money for taxes gets set aside by feel, so a big bill at filing time can blindside the business.
Guessed, not calculated
Year-end document scramble
Come tax time, receipts, 1099s, and statements are scattered across email, drives, and shoeboxes.
Walk into tax season already ready.
Reserves set aside, documents gathered, deadlines tracked—prepared, not panicked.
Always ready, never scrambling
Reserves tracked against real obligations, documents gathered as you go, and a checklist that tells you exactly what's left before you file.
Reserve progress measured against estimated tax
Watch your tax reserve build against the estimate Ora keeps current—so the cash is there when filings come due.
Based on income & entity type
Deadlines tracked with timely reminders
Estimated payments and filing dates are tracked for you, with reminders that arrive in time to act.
- Q4 estimateJan 15
- 1099 filingJan 31
- S-corp returnMar 15
Documents collected continuously, not at year-end
Receipts and records are gathered as the year goes—so nothing is a frantic hunt the week before you file.
Receipts & forms, gathered along the way
A clean packet ready for your accountant
Everything assembles into one organized packet your accountant can pick up and work from immediately.
- P&L · categorized
- Reserve summary
- 1099 exports
- Supporting docs
Readiness, built into how you operate
Every capability is outcome-driven—fewer surprises for owners and cleaner handoffs for accountants.
Estimated tax calendar
Federal, state, and local deadlines tracked with reminders—so nothing arrives as a surprise.
- Q4 estimateJan 15
- 1099 filingJan 31
- S-corp returnMar 15
Reserve suggestions
Suggested set-asides based on your income and entity type, updated as the business operates.
Based on income & entity type
Deduction prompts
Classification and deduction prompts surface as you spend, so categories stay clean for reporting.
- Home office · classify?
- Software · likely deductible
- Meals · 50% rule
Document collection
Receipts and forms gathered along the way, with Ora chasing what's missing before it matters.
Receipts & forms, gathered along the way
Accountant packet
A filing-ready workspace that exports a clean, structured packet your accountant can pick up fast.
- P&L · categorized
- Reserve summary
- 1099 exports
- Supporting docs
From reserve to filing
A calm workflow—three steps that run all year, not in a panic each spring.
Set aside from activity, not at year-end
Reserve as you operate
Ora estimates obligations from real activity and helps you set money aside throughout the year.
- Vendor 1099s
- Bank statements
- Missing: 2 receipts
Ora chases what's missing
Collect documents continuously
Receipts, 1099s, and statements are gathered as they happen—and Ora nudges for anything missing.
Accountant packet
P&L · reserves · 1099s · docs
Hand off clean
When it's time to file, share a structured packet so your accountant starts ahead, not from scratch.
Prepared, not replaced
Ora doesn't replace your accountant—it makes you ready for them. Records stay organized, obligations stay visible, and handoffs stay clean.
Reserved
Target $96,500
$88,600
- Estimated tax calendar
- Vendor 1099s collected
- Deductions reviewed
- Accountant packet1 step
Walk into tax season already ready
Join the waitlist for tax readiness—reserves, calendars, documents, and accountant handoffs on the same operating system as banking, spend, and AP.