Persona is the assistant you never had to hire and the #1 business management platform for independent business owners. Signing up takes less than a minute.

Persona comes complete with a solution for appointment scheduling, payment collection, credit card processing, free invoicing, client management CRM, business analytics, expense management, tax calculation, and tax management tools (we'll even generate your Schedule C and make IRS payments!), as well as your own online booking site to share with your clients.

FREE EASY-TO-USE BUSINESS TOOLS

-Create an online booking link you can send to your clients with a single click
-Client scheduling at pre-defined timeslots
-Business analytics that show business revenue and expenses
-Client CRM with client notes, data and overall revenue
-Up to 10% cashback at 1,000+ merchants using the Persona Business Card.


COLLECT CLIENT PAYMENTS SEAMLESSLY

-Easy payment collection and credit card processing to charge your clients via invoices or quick charge
-Make invoices using our free invoice maker and send them to your clients
-Charge clients for subscriptions
-Keep client credit cards on file

TAX TOOLS, TAX AUTOMATION AND TAX OPTIMIZATION
-Save up to 15% on taxes by tagging business transactions seamlessly
-Automatically allocate a percentage of incoming transactions to a future tax payment
-A tax calculator that tells you exactly what your future tax liability amount is at any given moment
-Auto create filled-out Schedule C form at a click of a button


EASY SIGN UP IN UNDER 60 SECONDS

-No credit check
-Fully mobile business banking experience
-Free business credit card
-Card shipped to your doorstep for free
-No minimum balance and no fees
-Persona is 100% free