📊 For CPAs & Accountants

Cleaner Truck Driver Records.
Less Tax-Season Cleanup.

TruckBooks helps owner-operator truck drivers track expenses, receipts, per diem days, and Schedule C-ready categories throughout the year — so your firm gets cleaner reports instead of a glove box full of receipts.

Built for owner-operators. Designed to make tax prep easier for accountants.

TruckBooks dashboard with year-to-date deductions
Schedule C-ready report ready for accountant
The Problem

Your Trucking Clients Don't Mean to Bring You a Mess.
Their Tools Just Don't Fit Their Life.

Most owner-operators are not sitting at a desk every day.

They're fueling at night, repairing trucks on the road, paying tolls, grabbing meals, tracking per diem days, and trying to remember it all months later.

By the time tax season comes around, you may get:

  • Faded receipts
  • Missing fuel expenses
  • Unclear categories
  • Incomplete per diem records
  • Spreadsheet errors
  • Last-minute questions
  • “I think I paid cash for that” answers

That creates more cleanup work for your firm — and more stress for the client.

TruckBooks helps fix the problem at the source.

The Solution

Give your trucking clients
a simple system they'll actually use

TruckBooks is a mobile app built specifically for owner-operator truck drivers.

Instead of asking drivers to organize everything later, TruckBooks helps them capture expenses in the moment:

  • Scan a receipt
  • Log an expense by voice
  • Track per diem days
  • Categorize trucking expenses
  • Store receipt photos
  • Generate clean reports
  • Send records to their accountant

The result: better records all year — not a tax-season rescue mission.

For Your Firm

How TruckBooks helps
your firm

1

Less Receipt Cleanup

Your clients save receipt photos and expense details as they happen, instead of handing you loose paper at year-end.

2

Cleaner Categories

TruckBooks organizes common trucking expenses — fuel, repairs, insurance, tolls, parking, truck wash, supplies, and business admin costs — into clear categories.

3

Better Per Diem Records

Drivers track road days throughout the year instead of reconstructing the calendar from memory months later.

IRS special transportation industry M&IE rate is $80 CONUS / $86 OCONUS under current 2025–2026 guidance.
4

Fewer Back-and-Forth Questions

Instead of asking, “What was this expense?” or “Do you still have the receipt?” your firm gets organized records and supporting documentation.

5

Better Client Experience

Your clients feel more prepared. Your team spends less time chasing missing information. Everyone wins.

Before → After

Before TruckBooks
vs. After TruckBooks

Before TruckBooks
After TruckBooks
Receipts in glove box
Receipt photos saved in the app
Expenses remembered months later
Expenses logged when they happen
Per diem guessed from memory
Road days tracked throughout the year
Manual spreadsheet cleanup
Organized category summaries
CPA has to chase missing info
Client sends a cleaner report
Tax season feels reactive
Records are built all year
The Workflow

How it works
for your client

Step 1

Driver tracks expenses on the road

They scan receipts, speak expenses by voice, or enter manually — in seconds.

Step 2

TruckBooks organizes the records

Expenses are grouped into trucking-specific categories and stored with receipt photos.

Step 3

Per diem days tracked all year

Drivers mark Full, Partial, or Home days — so per diem isn't reconstructed from memory.

Step 4

Client sends you reports

At tax time, the driver exports reports and supporting records for your review.

What You Get

What your firm receives

TruckBooks is designed to give accountants cleaner, more useful client records.

★ Reports may include

  • Expense summary by category
  • Quarterly and yearly totals
  • Per diem summary
  • Receipt photo exports
  • CSV expense data
  • PDF summary report
  • Schedule C-oriented category breakdown

You still review, adjust, and advise. TruckBooks simply helps the client bring you better inputs.

Positioning

TruckBooks does not replace the accountant.
It supports the accountant.

TruckBooks is not tax advice.
It does not file returns.
It does not replace CPA judgment.

It helps clients keep better records before they come to you.

That means your firm can spend less time organizing chaos — and more time doing the higher-value work clients actually need from you.

Why a Specialized Tool

Generic accounting apps were not built
for trucking life

Most bookkeeping tools assume the user is at a desk.

Truck drivers are not. They need something that works:

  • In the cab
  • At fuel stops
  • During long days
  • With one hand
  • Without perfect signal
  • Before receipts disappear
  • Before per diem days are forgotten

TruckBooks is built around that reality.

Common Questions

Questions accountants usually ask

Does TruckBooks replace my role as the accountant?

No. TruckBooks helps clients organize records. Your firm still handles tax strategy, review, adjustments, compliance, and filing.

Does TruckBooks give tax advice?

No. TruckBooks helps track and organize possible business expenses. Clients should confirm deductions with their CPA or tax professional.

Can clients export the data?

Yes. TruckBooks is designed around accountant-ready exports, including PDF reports and CSV-style data.

What if a client categorizes something incorrectly?

You still review the records. TruckBooks gives you a cleaner starting point than loose receipts or incomplete spreadsheets.

Why would I refer clients to an app?

Because better client records make your work easier and improve the client experience. Organized clients are easier to serve.

Get In Touch

Help your trucking clients
come prepared this tax season.

TruckBooks gives owner-operators a simple way to track expenses, receipts, and per diem throughout the year — so your firm receives cleaner records when it matters.

TruckBooks is not tax advice and does not replace CPA review. It helps clients organize records and supporting documents.

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