🚀 Version 1.0 — Free to try, no account needed

Tax prep that
doesn't suck.

Drop in your bank statements. TaxFlow reads every transaction, sorts income from deductions from personal spending, and hands your accountant exactly what they need — in minutes, not days.

🌐
Use in your browser
No download, no install. Open TaxFlow instantly and start uploading statements right now.
  • ✓ Works in Chrome, Firefox, Edge, Safari
  • ✓ No account required
  • ✓ Data stays on your device
  • ✓ Completely free to try
Open in browser →
🖥️
Download desktop app
The full TaxFlow experience — native window, your own icon, works completely offline.
  • ✓ Windows & Mac
  • ✓ Native file Save dialog
  • ✓ File menu with keyboard shortcuts
  • ✓ Feels like a real app
Download free →

✓ 100% free to get started  ·  ✓ No credit card  ·  ✓ Your data never leaves your device

TaxFlow — 2025
Tax Year 2025
📋 Statements
📊 Summary
+ Add tab
Income
$169,321
Deductible
$99,320
Personal
$94,354
Net taxable
$70,001
05/20/25
ATM Check Deposit — ENG Enterprise
Income+$10,250
05/22/25
Amazon MKTPL — Work Tools
Deductible-$48.76
05/27/25
Uber Eats — Job Site Delivery
Deductible-$63.76
05/29/25
Netflix
Personal-$26.49
Download

Get the desktop app

Available for Windows and Mac. Free download — premium plans unlock cloud sync and priority support.

✅ Version 1.0.0 — Latest release
🪟
Windows
Windows 10 / 11
⬇ Download for Windows
~85 MB · .exe installer
Requires Windows 10 or later · 64-bit
🍎
macOS
Mac Intel & Apple Silicon
⬇ Download for Mac (Intel)
~90 MB · .dmg installer · Intel Mac
Requires macOS 11 Big Sur or later
⬇ Download for Mac (Apple Silicon)
M1, M2, M3, M4 Macs
🌐
Web Browser
No download needed
▶ Open in Browser
Works instantly · No install
Chrome, Firefox, Edge, Safari · Any OS
Not sure which to choose?  See the comparison below  or  try the browser version first — it's free
Comparison

Web app vs Desktop app

Both versions have the full feature set. Here's what's different.

Feature 🌐 Web Version 🖥️ Desktop App
Upload PDF bank statements✓✓
Auto-categorize transactions✓✓
Export to Excel✓✓
Two user profiles✓✓
Gambling W/L, Mileage, Home Office tabs✓✓
Works 100% offlineBrowser only✓
No installation needed✓—
Native Save dialog (choose where to save)—✓
File menu with keyboard shortcuts—✓
Desktop icon & taskbar—✓
Ctrl+O to import, Ctrl+E to export—✓
Drag files from Windows Explorer / Finder—✓
Upload bank statementsUp to 3 (free)Unlimited (paid)
Excel / CSV export—✓ (paid plans)
Data stored inBrowser storageYour computer
PriceFreeFree download
💡 Our recommendation: Try the web version first to see if TaxFlow works for you — then download the desktop app for the full experience.
Features

Everything you need. Nothing you don't.

Built for contractors, freelancers, gig workers, and small business owners.

📄
PDF Statement Import
Drop in your bank statement PDFs directly. Works with TD Bank, Bluevine, Chase, Bank of America, and most major banks.
🤖
Smart Auto-Categorization
Every transaction is instantly sorted — income, deductible expense, or personal — based on smart keyword matching you can customize.
✏️
One-Click Reclassify
Disagree with a category? Change it with a single dropdown. Bulk-reclassify entire vendors in seconds.
📊
Live Tax Dashboard
See your income, deductions, and net taxable income update in real time as you work through your statements.
🎰
Gambling W/L Tracker
Log casino and sportsbook win/loss statements. TaxFlow calculates net taxable gambling income and offsets losses against winnings.
🚗
Mileage Log
Track every work trip and auto-calculate your IRS mileage deduction at $0.70/mile. Export to CSV for your records.
🏠
Home Office Calculator
Enter your square footage and home expenses — TaxFlow calculates your exact home office deduction percentage instantly.
📅
Quarterly Tax Estimator
Know what you owe before the IRS deadline. TaxFlow estimates your quarterly payments based on your real income and deductions.
⬇️
Accountant-Ready Export
One click exports a full Excel workbook — income, deductions, personal, gambling W/L, mileage log, and summary — all organized.
How it works

From statement to tax-ready in 4 steps.

1
Upload your statements
Drop in PDF bank statements from TD Bank, Bluevine, Chase, or any major bank. Multiple files at once.
2
Auto-categorize
TaxFlow instantly reads every transaction and sorts income, deductible expenses, and personal spending.
3
Review & adjust
Reclassify anything with a single click. Add missing transactions manually. Mark business expenses clearly.
4
Export & hand off
Download a clean, fully organized Excel workbook and hand it to your accountant. Done in minutes.
Testimonials

Contractors love TaxFlow.

★★★★★
"I used to spend an entire weekend every January going through my bank statements. TaxFlow did it in about 10 minutes. Found over $30,000 in deductions I probably would have missed."
MR
Mike R.
General Contractor, Philadelphia PA
★★★★★
"My accountant actually thanked me for the first time ever. The Excel file TaxFlow exports is exactly what she needs. This app paid for itself a hundred times over."
SL
Sarah L.
Freelance Designer, Austin TX
★★★★★
"As a 1099 worker with multiple income streams, tax season used to be a nightmare. TaxFlow tracks everything so there are no surprises. I finally feel in control of my finances."
JT
James T.
Independent Sales Rep, Miami FL
Pricing

Simple, honest pricing.

Start completely free. Upgrade when you're ready.

Free forever
$0
No credit card · No account
  • ✓ Upload up to 3 bank statements
  • ✓ View first 50 transactions
  • ✓ Auto-categorization
  • ✓ Live tax dashboard
  • ✗ Excel & CSV export
  • ✗ All optional tabs
  • ✗ Second user profile
  • ✗ Desktop app download
Start free in browser
⭐ MOST POPULAR
Household
$20/mo
or $169/year — save 30%
  • ✓ Everything in Free
  • ✓ Desktop app (Windows & Mac)
  • ✓ 2 user profiles (you + spouse)
  • ✓ Custom categorization rules
  • ✓ Email support
  • ✓ Free updates
Get desktop app
Business
$49/mo
or $399/year — save 32%
  • ✓ Everything in Household
  • ✓ Up to 5 user profiles
  • ✓ Multiple business entities
  • ✓ Priority support
  • ✓ Early access to new features
Contact us

All plans include a 14-day free trial on paid features. Cancel anytime.

FAQ

Common questions.

Both versions have identical features — PDF import, auto-categorization, all tabs, Excel export. The desktop app adds a native window with its own icon, a proper File menu with keyboard shortcuts (Ctrl+O to import, Ctrl+E to export), a native Save dialog so you can choose exactly where your files go, and the ability to work completely offline. We recommend trying the web version first — it's free and takes 10 seconds to open.
Yes. TaxFlow processes everything locally — your bank statements and transaction data are never sent to our servers. In the web version, data is stored in your browser's local storage. In the desktop app, everything stays on your computer. We never see your financial information.
TaxFlow supports PDF statements from TD Bank, Bluevine, Chase, Bank of America, Wells Fargo, Capital One, and most major US banks. You can also import CSV and Excel exports from any bank. If your bank isn't reading correctly, contact us and we'll add support for it.
No — TaxFlow is designed for anyone, with or without an accountant. That said, we strongly recommend working with a CPA for your actual tax filing. TaxFlow makes your accountant's job much easier and can significantly reduce the time (and cost) you spend with them.
Absolutely — the web version is completely free with no account required. Just click "Open in Browser" and start uploading statements immediately. The desktop app download is also free. Paid plans unlock premium support and future cloud sync features.
Yes. The Mac download includes a universal binary that runs natively on both Intel Macs and Apple Silicon Macs (M1, M2, M3, and M4).
Yes, completely safe. On Windows you may see "Windows protected your PC" — click "More info" then "Run anyway." On Mac you may see "unidentified developer" — right-click the app and choose Open, then click Open. These warnings appear because we haven't yet purchased a code-signing certificate — something we're adding in a future update. The app itself is 100% safe.

Ready to take control of your taxes?

Start in your browser right now — no download, no account, no credit card.

▶ Open in browser — free ⬇ Download desktop app

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