1
Answer a few simple questions
No accounting jargon. We ask what a good CPA would ask, in plain English, and build your personal document checklist from the answers.
From one W-2 to a web of LLCs
Walk into tax season already done.
Answer a few plain-English questions, upload your documents, and CPAReady turns the pile into the organized, reconciled package your CPA actually wants.
BeforeCPAREADY
How it works
Four steps between your shoebox and a CPA-ready package
2
Upload your documents
Bank and credit card statements, W2s, 1098s, 1099s, K-1s. Drag them in and check them off your list.
3
We organize and reconcile
Every transaction categorized, every statement balanced to the penny, every number linked to the exact page it came from. You approve anything we were not sure about.
4
Hand your CPA a perfect package
One click builds it in the format your CPA works from. No bookkeeper. No cleanup hours on your bill.
- No bookkeeper required
- Reconciled to the penny
- Every number links to its source
- Multi-entity households welcome
- Your CPA's format, one click
No bookkeeper. No shoebox. No panic.
Your CPA will thank you.
Get startedFiling season, without the scramble.
Set it up once, stay ready.