Transform YourTax Season Workflow
Turn client statements into clean spreadsheets in 30 seconds.
QuickBooks ready • IRS‑friendly • Audit‑ready exports
Tax Season Impact
End Tax Season Nightmares
Stop losing billable hours to manual data entry and client delays
Waiting weeks for clients to manually convert statements. Missing extension deadlines. Stressed teams working overtime.
Typing errors lead to reconciliation issues. Clients question accuracy. Time wasted fixing mistakes during busy season.
45 minutes per statement. With 12 statements per client, that's 9 hours of unpaid admin work per client.
The CPA-Focused Solution
Built specifically for accounting professionals who demand accuracy and efficiency
Upload client statements and get Excel-ready data in 30 seconds. No more waiting for client "homework" to be completed.
Automatic audit trails, source document linking, and compliance-ready formatting for all processed statements.
Reclaim 9 hours per client for high-value analysis and advisory work. Turn admin time into revenue.
CPA Workflow Integration
Seamlessly fits into your existing tax preparation process
Before StatementConverter
- 1. Email client for statements
- 2. Wait 2-3 weeks for response
- 3. Manually type each transaction
- 4. Fix errors during review
- 5. Reconcile with tax documents
With StatementConverter
- 1. Client uploads statements directly
- 2. Auto-process in 30 seconds
- 3. Import clean data to tax software
- 4. Focus on tax strategy
- 5. Complete returns faster
Works With Your Software
Seamless integration with the tax and accounting software you already use
Direct import ready
Excel compatibility
CSV import support
Compatible formats
Direct API integration
Automated sync
Multiple formats
Native XLSX export
Calculate Your Tax Season Savings
See exactly how much time and money StatementConverter saves your practice
Your Practice
Projected Savings
What CPAs Are Saying
Join hundreds of accounting professionals transforming their practice
"Reduced our tax prep time by 60%. Clients love the faster turnaround, and we're booking more engagements because we can handle the volume."
"Game-changer for extension season. We processed 200+ clients in October without the usual overtime. The accuracy is incredible."
"The audit trail feature saved us during an IRS examination. Having complete documentation for every processed statement was invaluable."
CPA-Specific Features
Purpose-built for accounting professionals who demand precision
Every transaction links back to the original PDF page for complete audit trails and IRS documentation requirements.
Intelligent transaction categorization using tax-focused rules. Reduces review time and ensures consistent classification.
Process multiple statements simultaneously. Perfect for year-end rushes and large client engagements.
CPA Frequently Asked Questions
Yes. We maintain complete audit trails, source document linking, and use standardized transaction categorization that meets IRS documentation requirements. Our SOC 2 certification ensures data handling meets the highest security standards.
StatementConverter exports to Excel (XLSX), CSV, and JSON formats that are compatible with all major tax software including Drake, Lacerte, ProSeries, and UltraTax. We also offer direct API integration for QuickBooks and Xero.
We use bank-level security including end-to-end encryption, automatic data deletion after processing, and no data retention. We're SOC 2 Type II certified and GDPR compliant. Your client data is never stored permanently on our servers.
Yes. Our secure client portal allows clients to upload their own statements directly to your firm. This eliminates the back-and-forth of document collection and speeds up the entire engagement process.
Our processing engine achieves 99%+ accuracy on standard bank formats. For tax purposes, we also provide transaction confidence scores and flag any items that may need manual review, ensuring you maintain professional oversight.
Start Your Most Efficient Tax Season Ever
Join 500+ CPA firms saving 8.5 hours per client with automated statement processing
30-day free trial • No credit card required • Setup in 5 minutes