Monthly revenue
Profit & loss
Recent invoices
Pipeline
Invoices
Expenses
Tax Center
Tax Vault

Calculate how much to set aside for taxes based on your gross revenue.

?Gold Standard sets aside 30% of gross revenue — covers ~15.3% self-employment tax + federal income tax for most brackets + a buffer for state taxes. A safe rule of thumb for most freelancers.
$
$
Set aside in total
$0.00
Per month
$0.00
Per quarter
$0.00
Savings progress — $0.00 saved of $0.000%
Still needed: $0.00—
Estimates for planning only — not tax advice. Consult a CPA before filing.  
Quarterly Tax Deadlines

Mark each quarter paid when you send your Form 1040-ES payment.

1099 Tracker

Track 1099 obligations for in both directions based on payment method and amount.?The $2,000 threshold applies to direct payments (Bank transfer, Check, Cash) under the OBBBA 2026. Platform payments (PayPal, Venmo, Zelle, Stripe, Square) are excluded — those platforms file 1099-K once you exceed $20,000 and 200 transactions.

1099-NEC forms you should receive clients who paid you ≥$2,000 (direct pay)
1099-NEC forms you need to send contractors you paid ≥$2,000
Clients
Contractors

Your profile

Personalizes export filenames and invoice headers. Stored locally — never sent anywhere.

How this is used: Your name appears on export filenames e.g. sarah-chen-2026-taliivue-backup.json. Your state pre-fills the Tax Vault state rate.

Add lead

Add client

Notes are private and only visible to you.

Add contractor

Notes are private and only visible to you.

New invoice

Add expense

Privacy & data storage

Your data never leaves this device
TaliiVue has no servers, no accounts, and no internet connection. Everything you enter is stored exclusively in your browser's localStorage — a private storage area on your computer that only this file can access.
What is localStorage?
Think of it like a private notebook built into your browser. It's tied to the exact file path you use to open TaliiVue. No other website or app can read it, and it persists between sessions until you clear it manually or clear your browser data.
What's stored
Your clients, invoices, expenses, leads, contractors, profile, Tax Vault settings, and quarterly payment status. Nothing else.
What's never collected
No analytics, no crash reports, no usage tracking. TaliiVue contains zero external scripts, zero tracking pixels, and makes zero network requests.
How to keep your data safe
  • Use Backup in the header regularly to save a .json snapshot
  • Save the .json to a synced folder (iCloud Drive, Dropbox, Google Drive) — it's free private cloud backup and no one ever sees the file's contents
  • Never open TaliiVue in Incognito — localStorage doesn't persist there
  • Don't clear browser data without backing up first
  • Keep index.html in the same folder — moving it starts fresh