AgentBook for students
Tuition, scholarships, tutoring gigs, and your first tax return — how AgentBook works for students in the US, Canada, and Australia.
AgentBook for students#
If you're in college or university — full-time, part-time, US, Canada, or Australia — AgentBook sets itself up around what you actually have going on: a campus job, maybe a tutoring or gig-app side income, a scholarship or grant, and probably your first-ever tax return. No accounting background needed.
What's different about the student setup#
When you pick Student during sign-up, AgentBook swaps the usual freelancer categories for ones that actually match your life:
- Tuition & fees, textbooks and course materials
- Part-time job income, tutoring / gig income
- Scholarship / grant income
- Student loan interest, rent, meal plan
You can change this any time under Configure → Business profile.
The value: money you might be leaving on the table#
A lot of student tax situations look scary but are actually straightforward once someone explains them in plain English — that's what the agent is for. Ask it things like:
- "Is my scholarship taxable?"
- "I got a $10,000 scholarship, $8,000 to tuition and $2,000 to my dorm — is any of it taxable?"
- "Do I qualify for an education credit?" (US: AOTC / Lifetime Learning Credit) or "How does the tuition tax credit work?" (Canada: T2202)
- "Is my RESP or 529 withdrawal taxable?"
The agent works from a fixed set of IRS/CRA-grounded rules rather than guessing, and it always tells you when a number depends on the current tax year so you know to double-check it. AgentBook isn't a CPA or e-file agent — it drafts guidance and gets your books ready; you (or a free filing partner like a campus tax clinic, or software like FreeTaxUSA/Wealthsimple Tax) do the actual filing.
Logging your first transaction#
Once you're set up, just tell the agent what happened:
- "log $40 textbooks"
- "log campus job paycheck $650"
- Drop a photo of a receipt or a T4/W-2 and the agent reads it for you
International students#
If you're studying on a visa (F-1/J-1 in the US, a study permit in Canada), onboarding asks one extra question and routes you to guidance built for your situation — nonresident tax status, FICA exemption, Form 8843, and what a 1042-S actually means. AgentBook doesn't try to be your 1040-NR filing engine (that's what Sprintax or GLACIER Tax Prep are for, usually free through your school's international student office) — its job is explaining the parts nobody teaches you and tracking your everyday spending in the meantime. Ask the agent:
- "I'm an F-1 student, am I a nonresident alien?"
- "What does my 1042-S mean?"
Student Success add-on — scholarships, careers & housing#
Everything above is free. If you want AgentBook to actively help you chase money and sort out where to live, the Student Success add-on ($49/year in the US, $65/year in Canada, $59/year in Australia) unlocks three copilots:
- Scholarship Copilot — a real, cited search for scholarships that fit you (your school, program, and — if you're international — awards you're actually eligible for), plus a tracker that walks you through each application. Every result links to the source; nothing is made up.
- Career & Co-op Copilot — the same grounded search for student jobs, internships, and co-op placements near you. If you're on a visa, it only surfaces roles you can legally take (on-campus / CPT / OPT) and flags the work-authorization caveats.
- Housing Copilot — save the rentals you're comparing and see each one checked against your real budget (pulled from your own income), plus opt-in roommate matching with other students.
You don't have to open a plugin page to use any of this — just ask, in chat or Telegram:
- "Find me scholarships for a computer science major in Ontario."
- "Find a co-op near Austin, on-campus only."
- "Find me a roommate near campus."
The agent runs the same grounded search behind the scenes and saves what it finds straight to your tracker — no separate UI required.
Two promises that never change: AgentBook consults, it never submits. It helps you find, compare, and prepare — you always do the actual applying yourself on the real site. And roommate matching is off until you turn it on, stores no contact details, and only ever shows compatibility — it never messages anyone for you.
Student Success is available in the US, Canada, and Australia. See what "supported" means for each country in Supported countries.
Sharing with a parent#
If a parent or guardian helps you keep an eye on your finances, you can create a read-only summary link under Settings → Sharing — no login needed to view it, and you can revoke or create a new one any time. It only shows a summary, never lets anyone make changes.