Here’s how Organize My Receipts works.
Step 1: Send your receipts
Any time you receive a receipt, simply send it to your private receipt email address.
You can:
• Take a photo of a paper receipt and email it
• Forward receipt emails from stores or vendors
• Send PDF or screenshot receipts
No apps to install.
No accounts to manage.
Step 2: We organize everything
Once your receipts are received, we organize them by:
• Month
• Category
• Client or business
Receipts are stored securely and kept in a consistent structure so nothing gets lost or overlooked.
Step 3: Monthly review & summary
At the end of each month, your receipts are reviewed and summarized.
You’ll receive:
• A simple monthly summary
• Confirmation that receipts were received
• Clean, organized records ready for tax time
If anything appears missing, you’ll be notified.
What you receive
• Organized receipt records by month
• Consistent categories
• Easy-to-share files for your accountant
• Peace of mind knowing your records are handled
What we don’t do
Organize My Receipts focuses on record organization only.
We do not:
• Provide tax advice
• File tax returns
• Offer accounting or bookkeeping services
• Estimate taxes or deductions
Getting started is simple
Once you sign up, you’ll receive:
• Your private receipt email address
• Simple instructions
• Everything you need to begin sending receipts
Setup is quick, and support is always available if you have questions.