Finance
Tools for Tax Preparation & Filing
Tax professionals and individuals organizing financial documents for filing season.
6 tool configurations available · Free to use
Convert Transaction and Payroll CSVs to Excel for Tax Prep
Convert transaction history and payroll CSV exports to Excel for tax schedule preparation and client review. Get source data into Excel fast without manual import steps.
Consolidate Income and Expense Excel Sheets Into One File for Tax Preparation
Tax preparers: consolidate income, expense, and transaction Excel sheets from multiple sources into one file before filing. Free account to start.
Extract Text from IRS Notices and Prior-Year Returns for Tax Prep Workflows
Pull plain text from IRS notices, prior-year returns, and client tax PDFs at once. Prep document sets for review or system import without manual copying.
Extract Editable Text from Scanned Prior-Year Tax Returns and Client Documents
Extract text from scanned prior-year returns and client tax documents into editable Word files. Free Deliteful account required. Batch up to 50 PDFs.
Convert Scanned Client Tax Documents into Searchable PDFs for Filing Season
Convert scanned W-2s, 1099s, and client tax records into searchable PDFs before filing. Free Deliteful account — no card required.
Unlock Password-Protected 1099s and Brokerage PDFs for Tax Season
Tax preparers: remove password protection from encrypted 1099s, W-2s, and brokerage statements using your known password. Free account, no software to install.
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