Transparent Pricing

Whether you’re a trader or a tax professional, you pay-as-you-go.

For Traders

Pay-As-You-Go with Credits

Free to access

For Tax Professional

Pay-As-You-Go with Credits & Enhanced Features


Tax Pro access includes:

Everything for traders, plus


Plan details

Here’s a detailed breakdown of what comes with each plan.

1 Credit = 1 Transaction

For Traders
For Tax Professionals
25 credits at sign up
Pay as you go
Unlimited broker import
Advanced wash sale reports
Cost basis methods
Error reconciliation
Transaction report
IRS Form 8949
IRS Schedule D (Form 1040)
Export to TurboTax
Forum support
Email support
Audit My Broker™
1099-B Match™
Client Management Dashboard
Tax Software Ingregration(Drake, ATX, MyTaxPrep, and more)
Concierge support
For Traders
25 credits at sign up

No credit card required.

For Tax Professionals


Renews every year

Each client fyle generated using 1099-B Match™ costs $50 each, unlimited brokerage accounts. Fyles generated with Audit My Broker™ cost 1 credit per transaction. Additional credits can be purchased in the billing section of the app.

Frequently Asked Questions

Don’t see your question? Check out our Help Center or ask us a question via email

How does the free plan work?

You get 25 credits for free when you create an account to use to generate as many tax forms as you want using our Audit My Broker™ feature. Audit My Broker™ will use 1 credit per transaction. If you have more than 25 transactions, you will need to purchase additional credits.

How much does it cost?

1099-B Match™ costs 500 credits per report, or $50. You can generate as many tax forms as you want from that report. Audit My Broker™ costs 1 credit per transaction on your CSV. If you don’t know how many transactions you have, upload your files and we will calculate it for you and tell you how many credits you need to purchase.

How many files can I upload per report?

You can upload as many files as you need from an unlimited number of brokers. 

Which plan is best for me?

We recommend everyone starts with 1099-B Match™ which costs 500 credits or $50. It is the fastest way to get the tax forms you need. If you feel your broker reported your gains/losses incorrectly (this happens more often than you think) or simply just want to check them, you will want to use our Audit My Broker™ feature. If you are still unsure, please contact sales and we will help you determine which plan is best for you. 

How can TraderFyles help?

Traderfyles imports your transactions reading CSV data you provide, and independently calculates your gain and loss using our algorithm. From there you can generate your tax reports.

I lost money this year. Do I still have to file taxes?

Yes. You are required to report all trading activity on your taxes.  It doesn’t matter if you only made losses. In fact, it is in your best interests to report your losses as this is one of the best ways to reduce your crypto taxes in the future.

How many trading accounts can I link?

Currently we support unlimited accounting linking. When you begin creating your report summary, click the button “Add CSV” and name your brokerage account.

What happens if I trade cryptocurrency and stocks?

Traderfyles can generate your reports regardless if you trade cryptocurrency or stocks. When creating a report make sure you only include one asset class (stocks or cryptocurrency). Once complete you begin generating the report for the second asset class.