Heightly Tax Prep Report

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Heightly Tax Prep Report is AI-assisted bookkeeping software that transforms bank statements into organized tax preparation reports. The software simplifies financial organization by categorizing transactions and assigning tax lines without requiring accounting expertise. Bank and credit card statements are uploaded in PDF or CSV format, and the software processes them by categorizing transactions and assigning tax designations. Flagged items are reviewed manually for accuracy before comprehensive PDF and Excel reports are generated. Supporting up to 2,000 transactions per report, the software consolidates multiple accounts into a single tax-year report. It operates on a one-time payment model and aligns data with IRS Schedule C and CRA Form T2125 for tax preparation. The software processes statements through three steps: uploading files, automatic organization of transactions, and guided review before download.