Features
Connect every account, then track, optimize, and plan — automatically. Explore the capabilities that make TaxWatch your whole financial workspace.
Bank sync
12,000+ banks and brokerages via Plaid. Read-only, encrypted, updated daily.
Chase
$28.9k
Fidelity
$612.4k
Amex
−$2.1k
Deduction finder
$11,420
found this year, itemized automatically
Tax projections
$48,300
projected for 2024 — never a surprise
Pay parsing
And more
Never miss an estimated-payment deadline.
Years of financial data, always at hand.
Snap and attach receipts on the go.
Real-time P&L across your accounts.
Bank-level security, by default.
Proactive nudges before they matter.
Connect your accounts in two minutes — every feature, working for you.