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Receipt Rescue — US Bookkeeping Workflow Research

3-minute, unpaid commercial research survey for US bookkeepers, tax preparers and small-business owners. Research only; no product is for sale.

We're exploring a possible one-time service for organizing messy expense receipts. Please answer based on tasks you've actually done. Participation is voluntary and unpaid; no purchase is required or possible. Do not submit receipts, client names, account details or financial information. Responses will be reviewed for product research. You can optionally consent to one email follow-up about a possible pilot.

1. Eligibility

Are you at least 18 and currently based in the United States?

A

Yes

B

No

Which best describes your work?

A

Independent bookkeeper

B

Bookkeeper or office manager at a small business

C

Tax preparer / accountant

D

Small business owner who organizes business receipts

E

None of these

During the last 90 days, did you personally organize at least 20 receipt images or PDFs for one client, employer, or business project?

A

Yes

B

No