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

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.

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

1099-B Matchâ„¢

Effortless Accuracy

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.

image of 1099b match tax report after a user imported form 1099B pdf file

Audit My Brokerâ„¢

Robust Examination for Informed Decisions
image of trader performing an independent capital gain/loss calculation using Audit My Broker from TraderFyles

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.

Elevate Your Tax Practice with TraderFyles

Incorporating TraderFyles into your practice not only simplifies tax reporting for your 1099-B clients but also elevates the level of service you offer.

Client Management Dashboard

Tax Software Integration

Unlimited Secure Client Data Storage

Pricing Plans

Empower your trader tax reporting with our tailored plans.

Standard Features

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