Powerful features,
simple interface

Everything you need to track expenses, find deductions, and stay on top of your taxes—all in one beautiful dashboard.

Bank Sync

Connect all your accounts in minutes

Securely connect your bank accounts, credit cards, and investment accounts through Plaid. Transactions sync automatically every day, so your data is always up-to-date.

  • 12,000+ supported financial institutions
  • Bank-level security with Plaid
  • Automatic daily transaction sync
  • Multi-account support
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AI Categorization

Smart categorization that learns from you

Our machine learning algorithms automatically categorize your transactions with 95%+ accuracy. The more you use TaxWatch, the smarter it gets at understanding your spending.

  • 95%+ categorization accuracy
  • Learns from your corrections
  • Custom category support
  • Bulk editing capabilities
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Deduction Finder

Never miss a tax deduction

Our AI scans every transaction to identify potential tax deductions you might be missing. Get proactive alerts when we find new savings opportunities.

  • Identifies 50+ deduction categories
  • Proactive savings alerts
  • Category-specific suggestions
  • Year-over-year comparison
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Tax Projections

Know what you owe before it's due

Real-time quarterly tax estimates based on your actual income and expenses. Never get surprised by a tax bill again.

  • Quarterly estimate calculations
  • Payment deadline reminders
  • What-if scenario modeling
  • Year-end projections
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Pay Statement Parsing

Upload pay stubs, we do the rest

Simply upload your pay stubs and our AI extracts all the relevant data automatically. No more manual data entry for withholdings, benefits, or RSU vesting.

  • Automatic data extraction
  • RSU and ESPP support
  • Year-to-date tracking
  • Withholding analysis
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Analytics Dashboard

Visualize your financial picture

Beautiful charts and reports that help you understand your spending patterns, income trends, and tax obligations at a glance.

  • Interactive spending charts
  • Income vs expense trends
  • Category breakdown
  • Exportable reports
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And so much more

Additional features to make your life easier.

Quarterly Reminders

Never miss a quarterly payment deadline

Multi-Year History

Access years of financial data

Receipt Capture

Snap photos of receipts on the go

Profit & Loss

Real-time P&L statements

256-bit Encryption

Bank-level data security

Smart Alerts

Proactive notifications

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