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.

image of irs form 8949: a guide for tax professional

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

1099-B Match™

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 the traderfyles trader tax reporting and capital gains automation software tool 1099-B Match

Audit My Broker™

Robust Examination for Informed Decisions
image of the traderfyles trader tax reporting and capital gains automation software tool 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 capital taxable gains/losses?

Use Audit My Broker report from TraderFyles to perform an accurate, independent verification of capital gains/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

Our platform provides a Client Management Dashboard for an organized view of your client base.

Tax Software Integration

Our platform provides a Client Management Dashboard for an organized view of your client base.

Unlimited Secure Client Data Storage

Our platform provides a Client Management Dashboard for an organized view of your client base.

TraderFyles Pricing

TraderFyles is not just a tool; it’s an extension of your professional service.

For Tax Professionals

Pay-As-You-Go with Credits & Enhanced Features
$500/yr
Tax Pro Access includes:

Everything for traders, plus