Important: GigKeep organizes records and surfaces questions. It does not decide whether an expense is deductible, replace a tax professional, or guarantee a credit. Personal expenses, commuting, unsupported estimates, and duplicate vehicle deductions remain excluded unless a qualified preparer determines otherwise.

Production setup: Bank feeds require Plaid or another authorized aggregator. Platform connections depend on each provider’s API permissions. Venmo and Cash App activity may be imported through a linked bank feed or statement file when a direct business API is unavailable. Credentials are never placed in the browser.

Trial and billing terms: Paid plans include a 7-day free trial. If you don't cancel before the trial ends, your PayPal payment method will be automatically charged the plan price shown below, upfront for that billing period, and billing will continue on that schedule until you cancel. To cancel: use PayPal → Settings → Payments → Manage Automatic Payments, or email ea_michele.miller@yahoo.com. Your plan stays active through the end of the period you already paid for, then automatically reverts to Free — you won't be charged again. Fees already paid are non-refundable. Your records and documents stay intact and downloadable no matter what plan you're on. Full terms are in our Terms of Service.

7-day trial: PayPal subscription trials require checkout approval. Beta codes are separate and do not require payment information.

State availability: Miller Bookkeeping & Tax currently prepares paid tax returns only for clients outside California, Oregon, Maryland, and New York, which require state-specific preparer licensure beyond a federal PTIN we don't yet hold. If your home state is one of those four, these paid services aren't available to you right now — GigKeep's free recordkeeping tools and Tax Package export are still available so you can hand your records to a locally licensed preparer.