Be tax ready in a quicky.

Convert your bank statements into:

Categorized totals (salaries, expenses, COGS, etc...)
Completed tax worksheets for your accountant
Excel/Sheets/CSV format for analysis

All within seconds.

1. Upload your tax worksheet/categories

We'll auto-detect the tax categories your accountant needs (i.e. Sales, Expenses, Payroll, Assets, etc...) uploaded worksheet. It's really that simple!

2. Convert and categorize statements

TaxQuicky then converts your PDF bank statements into Excel, Sheets, or CSV format and categorizes your transactions to be tax ready!

Calculating your deductions, expenses, and tax return needs has never been quicker.

3. Export & share securely

Finally, export/download your categorized transactions to Excel, Google Sheets or CSV format.

Or share a secure password protected link to your accountant directly!