Free AI tax software that reads your W-2 and 1099 forms, finds deductions you'd miss, and prepares your federal return
Convert PDF bank statements to Excel, CSV, QuickBooks and other formats with balance verification
Stage
Not given
Not given
Founded
Not given
Not given
Based in
US
Not given
Pricing model
Free
Freemium
Pricing
Not given
Free: one statement at a time with all converters, balance check, editing and reconciliation report. Pro: $19 a month or $149 a year for batch conversion of up to a year of statements at once.
Key features
Automatic deduction discovery from bank and card statements
Home office and business mileage deductions
Qualified business income deduction calculation
Self-employed health insurance deduction
Documents remain on your computer
IRS rule citations for every line item
E-file free with IRS Free File Fillable Forms
Line-by-line calculation transparency
Automatic balance verification to the cent
Support for multiple bank statement formats
Batch conversion for up to a year of statements
Process files in browser without uploading
What makes it different
Finds deductions automatically in bank and card statements, not available in traditional tax software
All documents and returns stored locally on your computer with no cloud storage
Free with no paid upgrade tiers to unlock deductions
Completely transparent calculations with IRS rule citations for every line
No lengthy interview process required
No bank templates required; automatically detects transaction tables
Complete privacy: all processing happens in your browser
Verifies every transaction adds up to printed balances
Free tier includes all converters and balance checking
Handles unusual date formats and wrapped descriptions
1040kit
BankToRows