Unparalleled Accuracy and Efficiency for Tax Professionals
We’ve meticulously designed our tax software for tax professionals to simplify the tax reporting process while ensuring robust, accurate results.
At TraderFyles, we understand the unique demands faced by Tax Professionals, especially when it comes to managing the complex tax landscape of 1099-B clients. We’ve meticulously designed our tax software for tax professionals to simplify the tax reporting process while ensuring robust, accurate results with features like 1099-B Match and Audit My Broker. Embrace the effortless, yet comprehensive tax reporting journey that TraderFyles offers.
1099-B Match™
1099-B Match is tailored to seamlessly blend into your workflow. This feature allows for straightforward importing of 1099-B PDFs from various brokerage accounts, eliminating manual data entry and the associated errors. Experience the peace of mind that comes with automated, accurate Schedule D/Form 8949 tax form generation at your fingertips.
- Simplified Workflow: Just drag, drop, and let 1099-B Match do the rest. The intuitive workflow takes you from uploading to final reporting effortlessly.
- Automated Report Generation: Generate precise, IRS-ready reports with a few clicks. The automated process ensures every detail is captured and reported accurately.
- Transparent Pricing: Our pay-as-you-go pricing model lets you know the cost upfront. No surprises, just clear, straightforward pricing.
Audit My Broker™
Audit My Broker provides an exceptionally accurate, independent verification of gains/losses for your clients’. Import their trading history and let TraderFyles do the rest. It’s more than just a reconciliation tool; it’s your pathway to informed, confident tax reporting.
Have a client questioning their profits/losses?
Use Audit My Broker report from TraderFyles to perform an accurate, independent verification of profits/losses for your clients to ensure they are reporting to correct taxable income.
- Thorough Trade Analysis: Identify missing or miscategorized trades, ensuring your clients' tax files are complete and correct.
- Enhanced Client Trust: Demonstrate your thoroughness and build stronger client relationships with accurate, transparent reporting.
- Save Time, Increase Profitability: By streamlining the reconciliation process, you save valuable time that can be invested in growing your practice.
Elevate Your Tax Practice with TraderFyles
Client Management Dashboard
Tax Software Integration
Unlimited Secure Client Data Storage
Pricing Plans
Empower your trader tax reporting with our tailored plans.
Standard Features
- Cash
- Sec. 475 Marked-to-Market trader
- All investment types (stock, options, etc.)
- Crypto support
For Tax Professionals
Tax Pro
Perfect for New Traders
- Client management dashboard
- Tax software integration including Drake, ATX, CCH - Prosystem FX, and more.
- Unlimited, secure client data storage
Add-Ons for Tax Professionals
Tax Professionals can enhance their subscription with our tiered plans for additional credits at a discounted rate
