P&L Report
Year-end income vs. expenses by category. Fold reimbursements in for the true business profit picture.
Reimbursements
Mileage (Standard or Actual), Home Office with depreciation, Cell Phone, Education, Augusta Rule — all wired to feed your P&L.
S-Corp Distributions
Tells you exactly how much to transfer business → personal each month, after salary, other income, and reimbursements.
Stock Basis Tracker
Keeps a running record of your stake in the company — the Form 7203 ledger — and warns you before a distribution would take more out than you've put in.
Monthly Income
What hits your personal account: salary, reimbursements, distributions, side income — with money-left-over per month.
Tax Planning
Quarterly estimated tax tracker with IRS due-date status, plus a side-by-side SE-tax savings calculator.
Assets & Depreciation
MACRS schedules for laptops, vehicles, equipment. Half-year and mid-month conventions per IRS Pub 946.
Where is my data stored?
Locally on your computer in an encrypted file. Your books are never transmitted — see the Privacy Policy below for the three services that do receive sign-in and support-chat information.
Can I move my data to a new computer?
The file is encrypted with a key held in your Mac's Keychain, so it only decrypts on the computer that created it and can't just be copied across. Use "Send to Excel" to export, then re-enter the data on the new computer.
How do I upload a bank statement?
On the Upload PDF tab, drag your bank or credit-card PDFs in — you can drop several at once. The app parses transactions locally and shows a preview. Image-only PDFs aren't supported.
What's the difference between Mileage Standard and Actual?
Standard: log your monthly miles and the app values each month at the IRS rate in force that month — for 2026 that’s 72.5¢/mi through June and 76¢/mi from July (IRS Notice 2026-10). Actual: log gas, insurance, maintenance, etc., × your business-use percentage. Use whichever gives the higher deduction.
How do I send everything to my CPA?
Click Send to Excel at the bottom of the sidebar. You get one branded workbook with every tab — P&L, Reimbursements, Distributions, Monthly Income, Tax Planning, Assets, Basis, all transactions, and a Versions reference card.
Is this tax advice?
No. My SCorp Pal is an educational organizing tool. Final tax decisions belong to your CPA.
Your books stay on your computer
Everything you enter into My SCorp Pal is stored only on your own computer. Your transactions, income and expenses, payroll and reasonable-compensation figures, distributions, S-corp stock basis, retirement contributions, assets, mileage, home-office numbers, tax estimates, imported bank and credit-card statements, and any receipts or documents you attach are kept in the app's own folder on your computer.
We never receive them. No third-party service used by the app ever receives them. The working file is encrypted on disk with AES-256-GCM using a key generated on, and stored on, your own machine.
About your backups
The app also writes automatic backup snapshots to a folder you choose, and you can export your data to Excel or PDF at any time.
Unlike the app's working file, these backup and export files are not encrypted. They are plain, readable files containing your name, your business name, your EIN if you entered one, and your full ledger. If you point the backup folder at iCloud Drive, Dropbox, Google Drive or a similar location, those files are synced to your own cloud account by that service under that service's terms. We have no access to them, and we cannot recover them for you.
What does leave your computer
Three services receive information when you use My SCorp Pal. None of them receives your financial data.
Auth0 (an Okta company) provides the sign-in you complete once to register the app. Auth0 receives and stores your email address, the password you choose (which we never see and cannot read), a user ID it assigns to you, and the IP address and time of each sign-in. We can see your email address and user ID in the Auth0 dashboard. This information is kept until you delete your account.
Cloudflare, Inc. hosts the small service that performs account deletion and records your business type. It receives your sign-in token in transit and stores nothing.
Crisp IM SAS provides the in-app help chat. The chat connects to Crisp only when you open it. When you do, Crisp receives your IP address, your browser and device details, and an identifier it assigns to your installation. If you use the chat, Crisp also receives and retains the messages you send, any name or email address you provide in the chat, and any file or image you attach. Please do not paste account numbers or other sensitive financial details into the chat.
Your business type
When you choose a business type during setup, or change it later, that selection — one of five fixed options — is recorded in your account record so we can understand what kinds of businesses use My SCorp Pal. It is not used to operate any feature of the app; the app runs entirely from the copy stored on your computer.
What we do not do
We do not track you. There is no advertising software, no analytics software, no attribution software and no crash-reporting software in this app. We do not sell or share your information with data brokers, and none of your information is combined with data from other apps or websites for advertising purposes.
Deleting your account
You can permanently delete your account at any time from Settings → Profile → Delete Account inside the app. For your protection you will be asked to sign in again to confirm the request. Your account record — including your email address and your business type — is then permanently deleted from our identity provider. This is a real deletion, not a deactivation, and it cannot be undone.
Your books remain on your computer unless you also choose to erase them during deletion. Files you exported yourself are never touched.
Deleting your account does not automatically delete past help-chat conversations held by Crisp. If you would like those erased as well, email us at mg@jtbd.online and we will delete them from our Crisp workspace.
Children
My SCorp Pal is a business bookkeeping tool intended for adults operating a business. It is not directed at children and we do not knowingly collect information from children.
Changes to this policy
If we change what the app collects, we will update this page and the App Store privacy label at the same time.
Contact
Questions about this policy, or a request to delete your data: mg@jtbd.online
Jobs 2 B Done LLC
Last updated: September 11, 2026
Got a question? Use the form below to reach our team.
We typically reply within 1–2 business days. Your books never leave your computer — we only see what you send us through this form or the in-app chat.
