Stop Leaving Tax Deductions
on the Table
TaxSort connects to your bank and cards, then uses AI to automatically sort every expense into the right tax-deductible category — with confidence scores so you review only what matters.
Start Saving on Taxes — $19/moCancel anytime. No credit card required for trial.
AI Categorization
OpenAI-powered sorting into IRS categories
Bank Sync
Plaid-secured read-only connection
Tax Reports
Export CSV or PDF for your CPA
Simple Pricing
Pro
$19
per month
- ✓Unlimited bank & card connections
- ✓AI expense categorization with confidence scores
- ✓Receipt OCR matching
- ✓IRS Schedule C category mapping
- ✓CSV & PDF tax report export
- ✓Priority email support
Frequently Asked Questions
How does the AI categorization work?
We use OpenAI to analyze each transaction description and amount, then map it to IRS Schedule C categories like advertising, travel, home office, and software — with a confidence score so you know what to review.
Is my bank data secure?
Bank connections use Plaid, the same technology trusted by Venmo and Robinhood. We never store your credentials and use read-only access to transaction data.
Can I export for my accountant or tax software?
Yes. Export a clean CSV or PDF tax summary grouped by deduction category, ready to hand off to your CPA or import into TurboTax Self-Employed.