Whether you’re a trader or a tax professional, you pay-as-you-go.
Free to access
Everything for traders, plus
Here’s a detailed breakdown of what comes with each plan.
1 Credit = 1 Transaction
No credit card required.
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.
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.
You can upload as many files as you need from an unlimited number of brokers.
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.
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.
Currently we support unlimited accounting linking. When you begin creating your report summary, click the button “Add CSV” and name your brokerage account.