Extract expenses, identify deductions, and organize transactions for tax returns. Convert years of bank statements in minutes. Essential for tax season efficiency.
Convert 12 months of statements in minutes. When clients bring incomplete records, fill in the gaps without manual data entry.
Export to Excel and filter by category. Quickly identify deductible expenses that clients may have forgotten to mention.
Create organized transaction records for audit support. Clean spreadsheets with consistent formatting for IRS compliance.
Extract business expenses from mixed accounts. Sort transactions for accurate self-employment income reporting.
Match 1099 income against bank deposits. Verify contractor payments and identify missing 1099 forms.
Convert property management statements. Categorize repairs, utilities, and other Schedule E deductions easily.
Extract healthcare payments for itemized deductions. Identify FSA/HSA transactions for accurate reporting.
For tax preparers handling personal returns
For tax offices with multiple preparers
Process client bank statements faster than ever. Free 14-day trial, cancel anytime.
Start Converting Statements