💸 Need to do your trader taxes? We can generate your Form 8949 & Schedule D in minutes!

Trader taxes done right.

TraderFyles is cloud-based, powerful, easy-to-use trader tax reporting software for all. 

Tax Reporting Tools for Precision, Accuracy, and Efficiency

Unveiling 1099-B Match & Audit My Broker for Trader Tax Reporting

1099-B Match™

Effortlessly automate your Schedule D/Form 8949 Reporting. Simply drag and drop as many Form 1099-B PDF files as you have from any brokerage, generate the report, and if it’s all good, click on ‘Generate Docuements’.

Need adjustments? Our Error Reconciliation lets you add any missing transactions, ensuring accuracy.

image of 1099b match tax report after a user imported form 1099B pdf file
image of trader performing an independent capital gain/loss calculation using Audit My Broker from TraderFyles

Audit My Broker™

Whether you’re using cash or Sec. 475 Marked-to-market accounting methods, this tool performs an accurate independent calculation of your profit/losses.. From flagging wash sales to accurate reporting based on those sales, get the confidence in your trader tax reporting that you deserve.

Plus, Plenty of Reporting Capabilities

…and more

No more clunky software downloads on your PC. Get started today.

TraderFyles is fully cloud-based and accessible on any device. All you need is an internet connection. Our software is recognized as highly innovative software for trader tax reporting.

We integrate with:
images of broker integrations available for traders and tax professionals including td ameritrade, etrade, charles schwab, cobra trading and more

and more!

Why Traders Choose TraderFyles

Traders and tax professionals use our cloud-based software to manage tax reporting, wash sales, and streamline their tax filing. You should too.

Wash Sale Reporting

Manage wash sales effectively and avoid unnecessary surprises

Automated Schedule D/Form 8949 & Form 4797 Reporting

IRS-ready tax forms in minutes.

Crypto Support

Easily incorporate your cryptocurrency transactions.

Error Checks

Find and fix errors in your transaction history.

Time-saving Automation

Say goodbye to manual calculations.

Bulk Import

Add as many brokerage accounts as you have.

For Tax Professionals

Everything for traders, plus…

Client Management Dashboard

Manage all of your clients tax reporting in one place, forever.

Tax Software Integration

TraderFyles integrates with Drake, ATX, CCH – Prosystem FX, and more

Increased Profit Margin

Time is money. Spend less time with manual input and enjoy automation!

Pricing Plans

Empower your trader tax reporting with our tailored plans.

Standard Features

For Traders

Free Tier

Perfect for New Traders

$0
25 credits at sign up
Most Popular
Essential Tier

Ideal for Regular Traders

$89/year
1,000 credits annually
Active Tier

Optimized for Frequent Traders

$279/year
3,000 credits annually
Best Value
Premium Tier

The Ultimate Choice for Professional Traders

$899/year
10,000 credits annually

For Tax Professionals

Tax Pro

Perfect for New Traders

$500/year
1,000 credits annually
Everything in Essential tier, plus:

Add-Ons for Tax Professionals

Tax Professionals can enhance their subscription with our tiered plans for additional credits at a discounted rate

Most Popular
Essential Tier
Tax Pro subscription, plus
$89/year
Additional 1,000 credits annually
Active Tier
Tax Pro subscription, plus
$279/year
Additional 3,000 credits annually
Best Value
Premium Tier
Tax Pro subscription, plus
$899/year
Additional 10,000 credits annually

Expert tips, guides, product updates and more...

As an active trader, dealing with taxes can be a challenging task, especially when you have a high volume of transactions. Traditional …

Navigating Form 8949: A Comprehensive Guide for Tax Professionals Every tax season brings with it a unique set of challenges for tax …

Active day traders play an essential role in the market’s dynamism, carrying out frequent trades that respond to short-term price movements. This …

If you are a trader of index options, you should know the benefits of Section 1256 contracts. These are tax-advantaged contracts that …

You’ve been day trading for a while, and you’ve been pretty successful at it. You’re thinking about taking the plunge and going …

A wash sale is a transaction where an investor sells an asset at a loss and then repurchases the same or a …