Stop guessing at tax time.
Auto-categorize every expense.
Connect your bank or PayPal once. TaxSort uses AI to categorize your business expenses, track deductible percentages, and generate tax-ready reports — automatically.
Start for $12/moNo credit card required for 7-day trial. Cancel anytime.
Bank & PayPal Sync
Import transactions automatically via Plaid. Supports 10,000+ institutions.
AI Categorization
OpenAI classifies every expense into IRS-recognized categories with 94%+ accuracy.
Tax-Ready Reports
Export Schedule C summaries and deductible breakdowns as PDF or CSV.
Simple, transparent pricing
Pro Plan
Everything you need to stay tax-ready year-round
- ✓Unlimited bank & PayPal connections
- ✓AI expense categorization (unlimited)
- ✓Schedule C & deductible reports
- ✓CSV & PDF export
- ✓Mileage & home office tracker
- ✓Priority email support
7-day free trial. No credit card required.
Frequently asked questions
Which banks and payment platforms are supported?
TaxSort connects to 10,000+ banks via Plaid and supports PayPal, Stripe, and major credit cards. Setup takes under 2 minutes.
How accurate is the AI categorization?
Our OpenAI-powered engine achieves 94%+ accuracy on business expense categorization. You can review and correct any transaction with one click.
What tax reports does it generate?
TaxSort exports Schedule C-ready summaries, deductible expense breakdowns by category, and CSV/PDF reports compatible with TurboTax, H&R Block, and your accountant.