Daily tax clarity for professionals
Statement upload tax planning is about speed and clarity. Instead of retyping activity or waiting until month-end, professionals can upload source documents and see what changed in their tax picture.
Uploads make the app practical because they start with real source data. CSV files can be very clean. PDFs can still work with parser profiles and fallback extraction. Either way, the goal is the same: get activity into the system without turning the user into a bookkeeper.
TaxHackAI reads transactions, checks duplicates, stores new rows, groups activity by date, and updates the latest-day and quarter views. It also surfaces likely deductions and sends uncertain rows into review rather than hiding them.
It is lighter than full bookkeeping software but more useful than waiting for tax season. Upload, review, and plan is a workflow many professionals will actually keep up with.
Yes. CSV is often cleaner, but PDFs can also work when the bank format is recognized or a fallback path is available.
The app uses duplicate protection at the transaction level so overlapping uploads do not automatically double-count rows.
Because some rows are ambiguous and should be confirmed instead of silently guessed.