Free tools
Free tools for accounting firms
Small browser tools for the document work: write the request email and check whether a payment needs a 1099. Nothing you type is sent to Usual.
Free tool
1099 threshold checker
Check whether a payment is likely to need a 1099 and which form applies.
Open toolFree tool
Client document request email generator
Write a short, specific document request email and copy it in one click.
Open toolFree tool
Document retention schedule
See a common retention period for each client record, with the reason and source.
Open toolFree tool
Tax deadline calendar for 2027
See the 2027 federal filing deadlines for each entity type in one filtered list.
Open tool