Free forever. No credit card required.

Your P&L in 60 seconds

Tax Folio turns your bank CSV into an IRS-ready profit & loss statement. No accounting degree required.

Works with Mercury, Chase, and any bank that exports CSV

Bank-Level Security

Your data is encrypted and never shared

60-Second P&L

Upload to report in under a minute

Works With Any Bank

Mercury, Chase, QuickBooks exports, and more

Sound Familiar?

January hits and you're drowning in receipts.

Your spreadsheet is a mess. QuickBooks made you feel stupid. And that penalty for underpaying quarterly taxes? You didn't even know that was a thing.

You're not bad at this. The tools just weren't built for people who actually have work to do.

There's a simpler way

Upload. Categorize. Done.

1

Upload

Export a CSV from any bank. Drag and drop. That's it.

2

AI Categorizes

Every transaction sorted into Schedule C categories. Automatically.

3

Done

Download your P&L. Send it to your CPA. Move on with your life.

Everything you need. Nothing you don't.

60-Second P&L

Upload a CSV from any bank. Our AI categorizes everything into Schedule C categories. Download your P&L. That's it.

Quarterly Taxes, Solved

Know exactly what you owe before every deadline. Get reminders 2 weeks out. Generate payment vouchers. Avoid penalties.

Never Miss a Deduction

Tax Folio scans for home office, mileage, health insurance, retirement contributions, and 20+ deductions most freelancers forget.

CPA-Ready Exports

Generate reports in the exact format your accountant wants. PDF, Excel, or QuickBooks-compatible. One-click sharing link.

Built for People Who Hate Accounting Software

QuickBooks is overkill. Spreadsheets are tedious. Tax Folio is just right.

Freelancers

Designers, writers, developers

Consultants

Coaches, advisors, experts

1099 Contractors

Gig workers, side hustlers

Small LLCs

Solo founders, micro-businesses

Simple, Transparent Pricing

Start free. Pay only when you need more.

Free Trial
$0

See the magic with your own data

  • 1 CSV import
  • Full AI categorization
  • P&L generation
  • PDF export
Pay-Per-Import
$9.99/CSV

Perfect for quarterly filers

  • Additional CSV imports
  • Full AI categorization
  • P&L generation
  • PDF export
Best Value
Pro
$60/year

Just $5/month

Less than 1 hour of what you bill

  • Unlimited CSV imports
  • Plaid bank connection
  • Quarterly tax calculator
  • Missed deduction scanner
  • CPA sharing link
Coming Soon

Tired of Exporting CSVs?

We're building automatic bank sync with Plaid. Connect once, and your transactions flow in automatically. No more manual exports.

12,000+ banks supported
Credit cards too
Power User Feature

Need Deeper Analysis?

Export your P&L to Excel and open it in Claude CoWork for AI-powered insights. Ask questions like:

  • "What are my top 5 expense categories?"
  • "Create a pie chart of my spending"
  • "Flag any transactions over $500"
  • "Compare this month to last month"

Tax Folio handles the categorization. Claude CoWork handles the analysis.
The complete freelancer finance stack.

How It Works

Three simple steps

1

Generate your P&L in Tax Folio

Upload CSV, AI categorizes

2

Click "Export to Excel"

Downloads formatted spreadsheet

3

Open in Claude CoWork

Ask AI anything about your data

Why Tax Folio?

Tax Folio
QuickBooks SE
Spreadsheets
AI Categorization
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60-Second P&L
—
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No Learning Curve
—
Schedule C Ready
—
Free to Start
—
Works Offline
—
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Annual Cost
From $0
$180/yr
$0 + time

Frequently Asked Questions

Ready to stop dreading tax season?

Get your P&L in 60 seconds. Free forever. No credit card required.