Efficient Trader Tax Management Awaits You
Are you a trader or tax professional? Choose your path and see how TraderFyles can help you…
For Traders
Optimize Your Trading Tax Strategy with 1099-B Match & Audit My Broker
Simplified Reporting
Streamline your trading data into comprehensive, IRS-ready reports.
Time-Saving
Leverage automation to hasten tax prep while ensuring accuracy.
Transparent Pricing
Understand the costs upfront, no hidden fees.
1099-B Match™
1099-B Match streamlines your trading activity, ensuring accurate capital gains calculations. It simplifies tax reporting by seamlessly matching transactions, helping you optimize your tax position.
Transaction Analysis
Take control of wash sales surprising you at the end of the tax year.
Broker Accountability
Check your broker’s statements, ensuring you don’t pay taxes on the wrong amount of income.
Peace of Mind
Trust in the accuracy of your records with thorough audits.
Audit My Broker™
Audit My Broker empowers traders by flagging wash sales and calculating precise gain/loss, ensuring you neither overpay nor underpay on your capital gains taxes.
Why Traders Choose TraderFyles
Wash Sale Reporting
Track, flag, and report wash sales effectively and avoid unnecessary tax
Automated Schedule D/Form 8949 & Form 4797 Reporting
Say goodbye to manual calculations.
Crypto Support
Easily incorporate cryptocurrency trading.
Error Checks
Track, flag, and report wash sales effectively and avoid unnecessary tax
Time-saving Automation
Say goodbye to manual calculations.
Bulk Import
Easily incorporate cryptocurrency trading.
For Tax Professionals
Unparalleled Tax Reporting with 1099-B Match™ & Audit My Broker™
Automated Reporting
Convert complex trading data into clear, IRS-compliant reports.
Efficiency Boost
Save hours with automation, eliminating manual data entry and reducing errors.
Reduced Costs
Pay-As-You-Go pricing allows you to pay for only what you need.
1099-B Match™
1099-B Match provides tax professionals with an efficient tool to reconcile clients’ trading transactions. This automation ensures precise reporting, saving time and reducing errors during tax season.
Transaction Analysis
Evaluate each trade transaction for potential discrepancies and wash sales.
Flexible Pricing
Pay per transaction, ensuring you only pay for what you need.
Enhanced Trust
Offer clients peace of mind knowing their brokerage statements have been meticulously audited.
Audit My Broker™
Audit My Broker is an invaluable asset for tax professionals, offering detailed insights into clients’ trades, detecting discrepancies, and ensuring accurate and compliant tax filings.
Why Tax Professionals Choose TraderFyles
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!
Bridging Tax Professionals and Traders to Unparalleled Success
Empowering both sides of the trading spectrum with cutting-edge tools and insights.
