Business and personal spending are mixed
Purchases are spread across different accounts and cards.
Built for messy books before tax time
Turn a Year of Messy Bank Statements Into an Accountant-Ready Package
Upload your statements, separate business from personal spending, review uncertain transactions, and organize the results for your tax professional.
Analyze 3 statements free →Free preview · No credit card · Full report $49
Built for U.S. small businesses · No bank login required · You review before export
Your books are messy. You are not the only one.
TaxEase is for the moment when your accountant asks for organized income and expenses—but your year is still scattered across statements.
Months of records still need sorting
Transactions, receipts, transfers, and payment apps all have to be reviewed.
You are worried about missing something
Or handing your accountant another unorganized set of records.
From financial clutter to one reviewable report
Bring files together
Upload PDF, CSV, XLS, or XLSX statements yourself.
Review suggested categories
TaxEase extracts transactions and proposes categories you can verify.
Give your accountant a clean Excel file
Export structured income and expenses for professional review.
See exactly what happens
Upload
Add up to 50 statement files.
Organize
Transactions are extracted and grouped.
Review
Check categories and make corrections.
Export
Download the accountant-ready workbook.
See what you receive
A structured Excel workbook—not a tax return and not a black-box result.
Before: raw statements03/04 Gas Station -$82.4103/06 Client Payment +$640.0003/08 Auto Parts -$128.5003/11 Insurance -$214.00
→After: organized workbook
DateDescriptionCategoryAmount
03/04Gas StationVehicle-$82.41
03/06Client PaymentIncome+$640.00
03/08Auto PartsRepairs-$128.50
A focused tool for one important job
TaxEase does not try to replace your bookkeeping software, tax-filing product, or accountant.
| TaxEase | Accounting software | Tax-filing software | Manual spreadsheet | |
|---|---|---|---|---|
| Primary job | Prepare statements for review | Ongoing bookkeeping | Prepare and file a return | Sort transactions yourself |
| Bank connection | Not required | Often offered | Usually not required | Not required |
| Billing | $49 per report | Varies by plan | Varies by product | Your time |
| Output | Reviewable Excel workbook | Accounting reports | Tax return | Self-made spreadsheet |
Features and pricing of other product categories vary by provider and plan. Comparison describes typical product purposes, not every available feature.
Made for independent earners
Rideshare & delivery
Organize business transactions from driving work.
Freelancers & contractors
Prepare mixed income and expenses for tax review.
Owner-operators
Bring fuel, repairs, tolls, and other records together.
Small-business owners
Turn a year of statements into a cleaner handoff.
Bookkeepers & accountants
Receive a more structured starting point from clients.
Multiple accounts
Combine eligible files into one consistent report.
Your data stays under your control
No bank credentials
You upload downloaded files; TaxEase never asks for your bank password.
Review before export
AI suggestions can be checked and corrected before you use the report.
Clear limits
TaxEase organizes records. It does not file returns or provide tax, legal, or accounting advice.
One report. One clear price.
Start with a free preview using your own files.
Free preview
$0
- Up to 3 statements
- AI transaction analysis
- Preview report results
Best value
Complete report
$49
- Up to 50 statement files
- Full transaction table
- Accountant-ready Excel workbook
- $5 off with a partner code
Frequently asked questions
Does TaxEase connect to my bank?
No. You download statements and upload the files yourself.
Will TaxEase file my tax return?
No. It organizes financial records for your review and discussion with a qualified professional.
Can I correct a category?
Yes. Review AI suggestions and make corrections before exporting the report.
Which files can I upload?
TaxEase accepts PDF, CSV, XLS, and XLSX statement files.
Is $49 a subscription?
No. It is the price for one complete report; there is no recurring subscription.
Should my accountant review the result?
Yes. TaxEase helps organize data, but a qualified professional should make tax decisions and review information before filing.
Give your accountant a cleaner starting point
Try your own statements free. Pay only when you are ready for the complete report.
Analyze 3 statements free →