Onboarding

• Welcome to Tabby

  Tabby is an AI-powered bookkeeping and financial automation tool built for: Freelancers 1099 workers Gig workers Solopreneurs Real estate professionals Startups and very small businesses (0–3 employees) Tabby connects with your bank accounts and credit cards (via Plaid) and automates expense tracking, categorization, receipt scanning, AI bookkeeping, tax deduction tracking, reporting, invoicing, and financial insights. Tabby is mobile-first, extremely simple, and built for non-accoPopular

• Quick Start Guide: From Sign-Up to Your First Report

  This is the fastest path to a working set of books in Tabby. Step 1 — Create your account Sign up and verify your email. Step 2 — Connect your bank account Go to Bank Connections in the sidebar and link your business checking or credit card account through Plaid. Step 3 — Let Tabby categorize your transactions Within a few minutes, Tabby's AI will pull in your recent transactions and automatically assign categories. Step 4 — Review flagged items Open the Review tab toFew readers

• Choosing Your Business Type

  Tabby asks for your entity type during onboarding so it can apply the correct tax rules and reports. Supported entity types Sole Proprietor / 1099 — reported on Schedule C, Form 1040 Single-Member LLC — taxed as sole prop by default, or elects S-Corp/C-Corp treatment Partnership / Multi-Member LLC — reported on Form 1065 S-Corp — reported on Form 1120-S C-Corp — reported on Form 1120 Not sure which applies to you? You can change your entity type any time fromFew readers

• Connecting Your First Bank Account

  Your books can't update automatically until a bank is connected. Steps From any screen, click Connect Bank (or go to Bank Connections in the sidebar). Search for your bank or credit card provider. Log in securely through Plaid — Tabby never sees or stores your banking password. Select which accounts to sync (checking, savings, credit cards). Click Connect. Your transactions begin importing within a few minutes. Need Help? If your bank isn't listed or the connSome readers

• How to Sign Up for Tabby

  Getting started takes less than two minutes. Steps Go to usetabby.com and click Sign Up. Enter your email address and create a password (or sign up with Google). Confirm your email using the verification link we send you. Enter your business name and select your entity type. You'll land directly on your Tabby Dashboard — ready to connect your bank. Need Help? If you didn't receive a verification email, check your spam folder or contact [support@usetabby.com](mailto:sFew readers