WorkMade was built to replace your accountant, your spreadsheets, and your tax stress—with one clean, automated system.
Onboarding takes less than 10 minutes and sets up everything behind the scenes. You’ll answer a few smart questions, link your accounts, and let us do the rest.
Here’s what to expect:
Here’s How It Works:
✍️ 1. Tell us what you do
We’ll start by asking what kind of work you do. You can add multiple gigs if you wear more than one hat—like freelance photographer and DoorDash driver.
This helps us tailor your write-offs, categories, and tax setup to your actual work—not just a generic industry code.
🎙️ 2. Quick voice call with Hu (your AI bookkeeper)
This is your introductory call—and the most important step.
It’s everything a real accountant would ask you before they get to work.
Hu will ask things like:
Do you work from home?
Do you also have a full-time job?
Do you have a spouse or dependents?
Do you use your car for business?
Your answers are used to:
Calculate your real tax rate
Surface the best deductions
Power your bookkeeping logic
Automate future tax payments
You only do this once. We use it to build a fully customized setup that works silently in the background.
🔗 3. Link your accounts
We’ll prompt you to connect your personal and/or business accounts—whatever you already use to get paid or spend on work.
This allows us to:
Track every deposit
Detect qualified write-offs
Catch up on past transactions automatically
We backfill and clean your books for you. No spreadsheets required.
🏦 4. Open your WorkMade account
This is your business banking hub and tax autopilot.
To comply with regulations and protect your account, we may ask for:
A photo ID (passport or driver’s license)
Proof of address (like a utility bill)
This takes less than a minute and ensures you’re good to go.
💸 5. Route your freelance income
Once your WorkMade account is open, update your payout settings in platforms like Upwork, Stripe, Square, or PayPal.
This step unlocks real-time tracking, automated savings, and autopay for taxes.
💡 Once you're through onboarding, WorkMade does the rest. No forms, no calculations, no second-guessing. Just confidence.