AnalytixData Reviews & Product Details

AnalytixData is a portal for tax preparers and small tax firms. Upload a client's bank and card statements, digital or scanned, and each one is read, reconciled to the bank balance and sorted by Schedule C line in about 15 seconds, so a client's whole year is ready in minutes. You review only what the portal flags, and confirm sensitive items with one tap. The same client file holds everything else the season needs: ten reports (Schedule C, P&L and more) with Excel and PDF export, worksheets for 1120-S, 1065, 1120, Schedule E and F, an entry sheet for the tax program you already use, cash sales reconciliation and the California 401-A and Texas sales tax worksheet. Clients sign the engagement letter, §7216 consent and 8879 sheet by finger from one link, and automatic reminders ask them for missing documents. Your Written Information Security Plan (WISP), with 15 sections per IRS Pub. 4557, is generated from a few answers. Files are encrypted, sign-in supports two-step verification, and every firm's data is kept separate. Spanish and English throughout. 14-day free trial, no card required.