How-to Videos

Short recordings of TaxSnap on a phone, doing the everyday jobs.

Turn an estimate into an invoice

Create an estimate, add your work, and convert it to an invoice.

Create a job and attach site photos from your phone.

Log a deposit on an invoice, then collect the remaining balance.

Add a job's costs, get paid, and see your profit on the job.

Send your client a link, let them sign on their phone, then invoice the approved estimate.

Set a contract value, then bill it in draws and see what is still owed.

Pick a date range and read your reports for that period.

Upload a receipt and let the AI read the merchant, tax and category for you.

Add an employee with a PIN, let them clock in on a job from their phone, and see the hours on the job.

No app store needed - it installs straight from this page.

In Safari, tap the Share icon, then "Add to Home Screen".

Open this page in Chrome, then tap Install when prompted.