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Living Activated w/ Ian Clark

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The Tax Strategy Network

52 members • Free

3 contributions to The Tax Strategy Network
Real Estate Investors Toolbox Update
New web address: https://reitoolbox.taxsherpa.com/ Fixed some bugs. More updates coming soon!
1 like • 7d
That's awesome! How close are you to going live with the program?
Never Misplace a Receipt Again
Something I started working on last night... Be somewhere, get a receipt, snap a picture and text it. On the back end, our system receives the receipt, analyzes it, documents it, and saves it in a ledger tied to the transaction permanently. Instant IRS-proof archive with no manual effort beyond that original text message. This is all part of my AI Auditing thesis. We have to build these systems now to get ahead of the attacks that are coming. I got the bare bones working, but it is still in development. Eventually we will be able to use this type of system for receipts, accountable plan documentation, bank statement processing, and more. I'll keep you updated.
1 like • Jul 2
There is an online real estate bookkeeping website called Stessa ( https://www.stessa.com/) that has been using this idea for years. You don't text the receipt though, you scan it using the app and it just lands right in the file you designate. I'm just making you aware in case you want to look into how they do it.
Editing real estate suite
Hi! Wondering if you can make the portfolio tab editable and movable. For instance, once you enter the information for a property, it is not possible to go back in and edit it. Also, it would be nice if the blocks that contain the property information could be moved around to re-order so that, once I'm in the ledger portion, the property drop down is in the order that I would like.
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Sarah J
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@sarah-j-9350
Curious outlier

Active 7d ago
Joined May 25, 2026
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