Track your tax deductions automatically before you forget them.
Connect your accounts and see your first deductions in 2 minutes. No credit card required.
Takes 2 minutes to start.
Secure Plaid connection
Bank-level encryption for all financial data
Read-only access
Your credentials never touch our servers
Ready-to-use reports
Export for TurboTax, CPAs, or any tax software
Free trial
No credit card required to get started
Are you leaving money on the table?
Every year, millions of taxpayers miss out on thousands of dollars in legitimate deductions. Home office expenses, charitable donations, business mileage, medical costs - they're all slipping through the cracks.
You work hard all year. Don't let poor record-keeping cost you thousands come tax time.
The Annual Scramble
Digging through shoeboxes of crumpled receipts, searching email inboxes, and trying to remember that business lunch from March.
Thousands Lost
The average taxpayer misses $2,847 in deductions each year. That's money in your pocket that goes straight to the IRS.
Time Wasted
73% of taxpayers take the standard deduction because they don't have organized records - even when itemizing would save them money.
We find what others miss
Connect your accounts once and never worry about missing deductions again. Our intelligent system continuously monitors your transactions, automatically organizes potential deductions by category, and keeps everything ready for tax time.
- Automatically categorizes charitable donations, business expenses, and medical costs
- Identifies home office, education, and investment-related deductions
- Provides confidence ratings to help you decide what to claim
Send to Smart Analyzer
Intelligent receipt processing
Send receipts to our Smart Analyzer
Forward receipts to our intelligent processing system that automatically extracts data, matches them to transactions, and categorizes deductions.
- Automated text recognition and data extraction automatically matches receipts to transactions
- Automatically organizes receipts by deduction category
- All receipts included in your downloadable tax reports
Track item donations automatically
Donated items to charity? Simply email photos of your donated items and let our Smart Analyzer automatically determine fair market values for tax deductions.
- Smart photo analysis identifies items and suggests fair market values
- Review and adjust valuations before adding to your deductions
- All donation records included in your tax reports with photo documentation
Email Photos of Donated Items
Send pictures to our Smart Analyzer
AI-Powered Valuation
Smart Analyzer identifies items, researches fair market values, and creates deduction records with photo evidence
Review & Include in Reports
Approve suggested values or make adjustments, then add to your official tax deduction reports
Perfect for common donated items
From household goods to electronics, our Smart Analyzer handles all types of charitable donations
Clothing
Goodwill donations
Electronics
Phones, tablets
Furniture
Tables, chairs
Books
Library donations
Track business mileage automatically
Use your vehicle for business? Track every mile automatically and get accurate deductions using the current IRS mileage rate. Everything is calculated and included in your tax reports.
- Automatic mileage calculation using current IRS rates (updated yearly)
- Track multiple trips and purposes (client meetings, business errands, etc.)
- All mileage records automatically included in your yearly tax reports
Log Business Miles
Simple mileage tracking
Automatic IRS Rate Calculation
Smart Analyzer applies the current IRS mileage rate and calculates your deduction value automatically
Include in Tax Reports
Mileage deductions are automatically organized and included in your downloadable tax reports
Perfect for drivers and mobile professionals
Track miles for any business driving and get accurate tax deductions automatically
Rideshare Drivers
Uber, Lyft, DoorDash
Construction Workers
Job sites, material pickup
Service Technicians
Repairs, installations
Delivery Drivers
Package delivery, routes
Built for individuals and sole proprietors
Perfect for tracking both personal and business deductions in one place. Whether you're managing charitable donations, home office expenses, or business purchases, we organize everything for tax time.
Bank-level security
Your financial data is encrypted and protected. We never store your financial institution credentials or sell your information.
Stay organized year-round
Never lose track of deductible expenses again. We automatically categorize and store every potential deduction as it happens, so your tax documents are always organized and ready.
Pays for itself
Most users find enough additional deductions in their first year to cover multiple years of our service.
How it works
Three simple steps to finding your missing deductions
Connect Securely
Use Plaid's bank-grade security to connect to any financial institution including banks, credit cards, investment accounts, and more in under 2 minutes. Your data is encrypted and never stored permanently. Upload CSV files as an alternative.
Smart Analysis
Our Smart Analyzer analyzes each transaction as it comes in, identifying potential deductions for charitable donations, business expenses, medical costs, and more. Get instant notifications when deductions are found.
Review & Export
Approve or reject each deduction with one click. Get weekly summaries and detailed reports. Come tax time, download organized reports for TurboTax, your accountant, or any tax software.
Ready to stop overpaying?
Start finding your missing deductions today.
Find Your Missing Deductions
Stop leaving money on the table. Our Smart Analyzer finds what you miss.
No credit card required