TaxFlow

What it does

TaxFlow is a free, browser-based tax organizer built for freelancers, independent contractors, and self-employed professionals. Upload PDF or CSV bank statements and watch your transactions automatically sort into income and deductions. Track mileage, home office, equipment, and retirement contributions. Export a CPA-ready package in one click.

TaxFlow is the free tax organizer built for 1099 contractors & freelancers. Auto-categorize transactions, generate CPA-ready reports, and stay audit-ready year-round.

Drop in your bank statements. TaxFlow™ reads every transaction, sorts income from deductions, and hands your CPA exactly what they need — clean, organized, ready to go. Never face another April shoebox. Every transaction sorted. Every deduction found. Every number your accountant needs, ready to export in one click. Link directly via Plaid for automatic sync, or drop in PDF statements from any of 9 supported banks — or import CSV from any institution. Every transaction is instantly sorted into income, deductible expenses, and personal spending. Review and adjust anything with one click. One click exports a fully formatted report — organized by category, annotated, and ready to hand…from gettaxflow.com

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