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Start Extracting.

AI-powered bookkeeping & tax categorization. Upload bank statements, get Schedule C-ready data in seconds — not hours.

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1 Upload Your Statements

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Drop PDFs or ZIP files here

📄
chase_jan_2025.pdf
✓
📄
amex_jan_2025.pdf
✓
📦
statements_2025.zip (12 files)
✓

2 AI Extracts Everything

Chase ****4567 January 2025 47 transactions
01/05 Client Payment - ABC Corp +$5,000.00
01/10 Adobe Creative Cloud -$59.99
01/15 ↔ Transfer to Savings -$1,000.00
01/18 Southwest Airlines -$450.00
01/22 Office Depot Supplies -$145.67
$5,000
Income
$655
Expenses
$1,000
Transfers

3 Schedule C Categories - Ready for Tax Filing

💰
$5,000
Gross Receipts
✈️
$450
Travel
🖥️
$59.99
Office Expense
📦
$145.67
Supplies
⏱️ Time Saved: 4 hours → 30 seconds

What used to take hours of manual data entry now happens automatically

Why Tax Pros Choose EZDocPro

🤖

AI-Powered Extraction

Gemini 3 Pro & Claude read PDFs natively. No OCR errors, no missing transactions.

🔗

Smart Transfer Detection

Automatically detects payments between checking, savings & credit cards. No double-counting.

📊

Schedule C Ready

Transactions auto-categorized to IRS expense categories. Export to your tax software.

Simple, Transparent Pricing

Plans for every size practice. No hidden fees.

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For solo practitioners
$20/month
  • ✓ 10 clients
  • ✓ 100 pages/month
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$100/month
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$250/month
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For large firms
$750/month
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Trusted by CPAs and Tax Professionals

★★★★★

"Saved me at least 20 hours this tax season. The AI accuracy is incredible — it even caught transactions I would have missed."

— Jennifer M., CPA

★★★★★

"The transfer detection is brilliant. No more double-counting when clients pay their credit cards from checking."

— Robert K., Tax Preparer

★★★★★

"Uploaded 50 statements in a ZIP. All extracted and categorized in 10 minutes. This is a game changer."

— Sarah P., EA

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