ShepherdBooks connects to your bank accounts, tracks every tax-relevant transaction, manages your parsonage allowance, and prepares everything your accountant needs — so you can focus on shepherding your flock.
Upload receipts for every tax-relevant transaction. See at a glance which items are documented with a simple checkmark system.
Track housing expenses against your Section 107 designation and fair rental value. Stay within IRS limits with real-time progress bars.
Generate year-end summary PDFs with categorized transactions, housing analysis, and all receipts in one downloadable package.
Every transaction categorized, every receipt uploaded, every expense documented. Be fully prepared if the IRS comes asking.
We understand the unique tax situation ministers face — dual-status taxation, SE tax on housing allowance, the need for meticulous documentation. ShepherdBooks handles it all with pastor-specific categories like ministry travel, vestments, continuing education, and benevolence.