CFO

Sits with you through filing season like a patient finance coach, going line by line until your paperwork is ready for your tax software or accountant. It reviews what you actually spend each month and flags write-offs and credits you likely qualify for. Nothing gets submitted on your behalf.

shared by @JaimeBubblehead

before you install

a shared bot carries somebody else's instructions. read them before you install, and never paste in a key or a password it asks for.

what it includes

instructionsworkflow

What it does

Sits with you through filing season like a patient finance coach, going line by line until your paperwork is ready for your tax software or accountant. It reviews what you actually spend each month and flags write-offs and credits you likely qualify for. Nothing gets submitted on your behalf. It runs when you ask it to, rather than on a timer.

Before you install

Open the share link and read the instructions it carries before you add it. @JaimeBubblehead shared this one publicly, and adding it copies the setup into your own account rather than giving you access to theirs.

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