How It Works

A simple, secure, and efficient process designed to optimize your tax practice.

01

Create Your Account

Contact us to activate your preparer account. You'll receive secure credentials to access the portal.

02

Upload Your Documents

Sign in and upload your clients' bank statements in PDF format. Everything is encrypted and protected.

03

Professional Analysis

Our team performs data cleansing, bank description analysis, and pre-assignment of IRS tax categories.

04

Download Your Report

Receive a detailed Excel file with all categorized transactions, ready for your review, approval, and filing.

Secure Process

Every document is protected from start to finish

From the moment you upload a file to when you download your processed report, all information travels encrypted with bank-grade standards. We comply with IRS Pub 4557 and the FTC Safeguards Rule.

Your Personal Portal

Access your personalized dashboard where you can upload documents, monitor your analysis status, and download your processed reports. All in one place, secure and accessible from any device.

Secure upload of bank statements in PDF
Real-time processing status monitoring
Download categorized Excel reports
Complete document history