Onboard 80 clients. File faster.

Two things. First, onboarding: you can spin up a portal per client in seconds instead of asking for statements. Second, data: BankSync syncs the entire available transaction history (typically 12–24 months), so one feed run gives you the whole tax year ready to categorize. No more "can you send me your January statement?" emails.

BankSync exports transactions as structured rows into Google Sheets, Notion, Airtable, or Excel — and via our REST API. Most tax preparers use BankSync to feed a working-papers spreadsheet, then import the categorized data into their tax software using its standard CSV import. We don't directly write into Drake/Lacerte/etc., but the spreadsheet/CSV bridge works for every major tax package.

Yes, via Document Extractor. Each portal gets a unique secure inbox email; your client forwards their 1099/W-2/K-1 PDFs (or scans) to it, our AI extracts every field, and structured rows land in your sheet next to the matching transactions. Pair this with bank feeds and you have everything the return needs in one place.

Depends on the bank. US banks via Plaid typically allow 24 months of transaction history. Australian banks via CDR allow up to 7 years for shared CDR data, depending on consent type and the bank's implementation. UK and EU banks via OBIE/PSD2 typically allow 18–24 months. We pull the maximum available on first sync.

A lot. Most self-employed clients show up with mixed personal/business accounts. Connect both inside the portal, use BankSync's Enrichments to auto-categorize by rule (vendor, amount, account), and you get a draft Schedule C in hours, not days. Pair with Document Extractor for receipts and you have full source-document audit trail too.

You control it. Keep the portal active (no cost — plan covers it) for year-round bookkeeping clients. Or delete the portal once you've exported the data to your archive. 30-day soft-delete then full cascade. Historical data you exported (to Sheets, Notion, etc.) is yours forever.

Yes. We use regulated open-banking aggregators (Plaid, Fiskil, TrueLayer, Tink) and never store banking credentials. Data is encrypted in transit and at rest. The client owns their consent and can revoke from their bank app. We are not a tax software vendor — we are bank-data infrastructure — so we don't replace your existing compliance review for the tax filing itself.

Yes. The Portals model is perfect for episodic engagements. Onboard, sync, file, archive. No long-term contract with the client required. The cost of a one-time engagement is just the time the portal exists — which on the Professional plan is essentially free.