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

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