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What is MyBooks?

MyBooks is a user-friendly accounting software specifically tailored for small businesses, independent contractors, and accountants that operates on desktop systems. It encompasses a variety of essential features, including invoicing, managing accounts receivable, importing bank feeds, tracking expenses and transactions, generating financial reports, providing online payment links, and allowing document sharing via email. The software enables users to manage multiple accounts easily, import data from QuickBooks, and create 1099 forms without hassle. Compatible with Windows, macOS, and Linux, MyBooks prioritizes data security by storing all company information locally on the user's device instead of depending on cloud services. Users can acquire MyBooks for a one-time payment that includes a year of updates, with additional user licenses available for $49 each and optional annual updates also priced at $49. Moreover, prospective clients can explore the software through a complimentary 30-day trial, which is supported by a 90-day money-back guarantee, ensuring that they can assess its effectiveness before making a financial commitment. This unique combination of features and guarantees positions MyBooks as a compelling choice for those seeking dependable accounting solutions tailored to their needs. With its straightforward interface and robust functionality, it stands out in the competitive accounting software market.

What is ModernTax?

Our tax information serves a dual purpose by not only facilitating verification but also offering critical insights such as revenue benchmarks and confirmation of payroll tax payments. By providing detailed tax data, we simplify the underwriting process, which boosts your capacity to evaluate a company's financial health effectively. This leads to more accurate risk evaluations and well-informed choices concerning business clients. Users can access tax returns, wages, withholding, and 1099 history for wage earners, self-employed individuals, and employees, contingent upon receiving their consent. ModernTax caters to diverse requirements across sectors like mortgage, insurance, small businesses, and tax services. Our onboarding SDKs ensure a smooth integration process for new users into your applications. Additionally, our analytics and reporting tools deliver a quick overview of historical tax data, making it simpler to understand users' financial backgrounds. Moreover, the tax report summary provides you with a streamlined snapshot of users’ information, allowing for an expedited comprehension of their tax return, wage, withholding, and 1099 history. This comprehensive approach significantly enhances your decision-making process and empowers you to respond swiftly to business needs. Ultimately, leveraging our services can lead to better financial outcomes for both your organization and your clients.

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Integrations Supported

Cash App
Gmail
Mailgun
Microsoft Outlook
PayPal
SendGrid
Square Payments
Stripe
Venmo

Integrations Supported

API Availability

API Availability

Has API

Pricing Information

$299 one-time
The one-time license is $299 and includes one user and one year of updates. Additional users are $49 per seat. Optional update renewals are $49/year, and no subscription is required.
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

Windows
Mac
On-Prem
Linux

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

I Own Software

Date Founded

2026

Company Location

United States

Company Website

mybooks.iownsoftware.com

Company Facts

Organization Name

ModernTax

Company Website

moderntax.io

Categories and Features

Accounting

Not specified

Categories and Features

Market Intelligence

Not specified

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