Filebox BookkeepingFrequently asked questions
The things small business owners usually ask us before signing up. Still unsure? Ask us directly.
What does the monthly price include?
Every plan includes a receipt inbox with OCR capture, monthly reconciliation of your connected accounts, a profit and loss statement plus balance sheet delivered by the 15th, and email support. Higher plans add more accounts, more transactions, sales tax tracking, review calls, payroll import, bill pay coordination, and 1099 preparation.
What do you need from me?
Read-only access to your business bank and credit card accounts, your receipts, and answers to the occasional question. Read-only means we can see transactions but can never move money.
When do I get my financials?
Your profit and loss, balance sheet, and month-end packet are delivered by the 15th of the following month.
What if my books are behind?
Catch-up work is priced separately: $149 per month of historical books, or $125 per hour for special cleanup projects.
Do you prepare taxes?
No. Filebox is bookkeeping only. We do not prepare tax returns or give tax advice. Core and Growth plans include a year-end tax-ready packet to hand your accountant.
Can you work with my accountant?
Yes. We keep the books current and produce a clean, tax-ready packet for your accountant or tax preparer at year end.
How do I send receipts?
Email them to your private receipt inbox or upload them through the client portal. AI-powered OCR reads and files each one automatically.
How do payments work?
Payments run as a monthly subscription through Stripe. Annual prepay gets one month free, and autopay earns 5 percent off. You manage your card and can cancel anytime from the Stripe customer portal.
Is my data secure?
Your documents are stored on servers in United States data centers with access limited to the people doing your books. Bank access is read-only, and payments are handled by Stripe, which never gives us your card number.
Can I switch plans?
Yes. Upgrade or downgrade anytime. If you outgrow your transaction limits, add an extra 100-transaction block for $25 per month or move to the next plan.
Do I have to be local?
No. Filebox serves small businesses across the United States remotely. Everything happens through email, the client portal, and read-only account connections.
What is not included?
Tax return preparation, tax or legal advice, and audit representation. Those belong to your CPA or tax professional; we keep the books clean so their job is easy.