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Direct Bank Connection NEW
Connect your bank account directly via Plaid and sync transactions automatically — no statement downloads needed. Supports checking and savings accounts.
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PDF Statement Import
Upload bank statements directly. TaxFlow reads and parses every transaction automatically.
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Smart Auto-Categorization
Transactions are instantly sorted into income, deductible, and personal spending.
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Profit & Loss Statement
Live P&L that updates as you upload statements. Always know where you stand.
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CPA Package Export
One-click export of everything your accountant needs — formatted and ready to send.
📑
Full Excel Export
Export all transactions to a clean spreadsheet for further analysis or record-keeping.
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Client Tracker
Track clients, invoices, and payment history all in one place.
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Invoice Tracker
Create and track invoices, mark payments, and monitor outstanding balances.
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Year-Over-Year Comparison
Compare income and deductions across years to spot trends and plan ahead.
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Mileage Log
Track business miles with IRS rate auto-applied. Deduction calculated automatically.
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Home Office Calculator
Square footage deduction calculator built right in — no spreadsheet needed.
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Quarterly Tax Estimator
SE tax calculator with real data auto-fill and IRS deadline reminders built in.
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Gambling W/L Tracker
Log casino and sportsbook statements. Net taxable gambling income calculated automatically.
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Receipt Attachment
Attach a photo or PDF receipt to any transaction. Every expense audit-ready.
📝
Transaction Notes
Add a note to any transaction to explain what it was for — your CPA will thank you.
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Bulk Reclassify
Change one transaction's category and apply it to all similar ones instantly.
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CSV Import
Import transactions from any bank's CSV export — works with any institution.
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Multi-Year CPA Report
Export a single PDF showing income, deductions, and net taxable income across all years.
⚠️
Tax Deadline Alerts
Automatic reminders when quarterly estimated tax payments are due.
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Cash Flow Analysis
Monthly income vs expenses with a 25% tax reserve tracker so you're never caught short.
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Estimated Payments Tracker
Log every quarterly IRS and state payment. Know exactly what you still owe.
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Statement Library
Every uploaded statement saved and organized into folders by bank and tax year.
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Move Transactions Between Years
Manually move any transaction to the correct tax year with one click.
