Taxflow

Stop dreading tax time.

Taxflow connects to your bank, automatically categorizes expenses by IRS Schedule C, and generates CPA-ready reports in one click.

How it works

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1. Connect

Securely connect your bank accounts via Plaid. Free tier: 1 account.

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2. Auto-categorize

AI sorts your expenses into IRS Schedule C categories. Review and correct any misses.

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3. Export

Generate a CPA-ready PDF + CSV packet in one click. Hand it straight to your accountant.

Simple pricing

Free

$0

  • ✓ 1 connected bank account
  • ✓ 90 days transaction history
  • ✓ AI categorization
  • ✗ CPA packet export
  • ✗ 24-month history
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Pro

$20/mo

  • ✓ Unlimited accounts
  • ✓ 24-month history backfill
  • ✓ AI categorization + rules
  • ✓ CPA packet PDF + CSV export
  • ✓ Receipt OCR matching