Using The Tax Professional Dashboard

At TraderFyles, we understand the unique demands faced by Tax Professionals, especially when it comes to managing the complex tax landscape of 1099-B clients.

We’ve meticulously designed our tax software for tax professionals to simplify the tax reporting process while ensuring robust, accurate results with features like 1099-B Match and Audit My Broker.

Incorporating TraderFyles into your practice not only simplifies tax reporting for your 1099-B clients but also elevates the level of service you offer.

Client Management Dashboard

• Our platform provides a Client Management Dashboard for an organized view of your client base
• Unlimited secure client data storage to track your clients reports by tax year

• Multiple reporting options
  • You can attach the form 8949 pdf files to your tax return workflow in your respective software
  • You can export your clients transaction history reports
  • You can use our tax software integration files to directly upload your files into your tax applications