How it works

How Taxana cleans your books and lowers your tax stress — in four steps.

From “I'd rather not open that folder” to clean books and a tax plan, without a weekend lost to data entry.

Preview frame of the Taxana walkthrough: the dashboard with verdict, tiles, and cash flow chart.
The 5-minute walkthrough — coming this month
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  1. 1

    Connect your accounts

    Link your business checking and credit cards through Plaid. Read-only — Taxana sees transactions, never touches money. Takes about two minutes.

  2. 2

    Our team sorts your last 90 days

    We import your history and categorize every transaction, flagging anything we aren't sure about instead of guessing. Our CPA-led team reviews the flags and sorts them, so your books start clean, not approximately clean.

  3. 3

    Onboarding call with a tax pro

    Every trial includes a call with our tax team to walk your numbers and your tax options. Larger accounts are matched directly with a CPA.

  4. 4

    Ongoing bookkeeping + tax

    Your books stay current with every sync, your P&L is always ready, and the same team handles filing, quarterly estimates, and anything the IRS sends.

7 days free, then $197/mo — with an email before your first charge. Read-only bank access. Export or delete your data anytime.

Questions owners actually ask.

Who do you help?
Owner-operated US businesses. Recent client industries include:Real estateMedicalAutoHomeownersInsuranceHealthcareLocal businessHome servicesFinancial servicesConsumer servicesB2B servicesB2B softwareB2C softwareAppsE-learningOnline businessesEcommerceIf you're on this list and file taxes in the US, chances are we can help.
Will I speak to a real human?
Yes. Every trial includes an onboarding call with our tax team, and every email we send comes from a monitored inbox a person actually reads — just reply. Ongoing one-on-one CPA access scales with plan tier, so we never promise more human time than we can deliver.
Is my data secure?
Bank connections are read-only through Plaid — your bank credentials are entered with Plaid, never on Taxana, and we can never move money. Everything is encrypted in transit and at rest, bank access tokens carry an extra layer of application encryption, and you can export or delete all of your data anytime. Full details are in our privacy policy.
What happens after 7 days?
Your subscription starts automatically at $197/month, and your books keep running without interruption. No surprises: we email you three days before the first charge, and cancelling during the trial takes one click from Settings — cancel in time and you pay nothing. Either way, your data stays exportable.
Is this just ChatGPT with a bank connection?
No. Our categorization runs on rules our CPA wrote for small-business books, and it is built to flag what it isn't sure of instead of improvising — and a person on our team handles every flag. Behind it is a licensed CPA practice — ex-PwC, ex-IRS — that reviews the work, files the returns, and represents clients when it matters. A chatbot can't sign your return or stand next to you in an audit.

Four steps. The first one takes two minutes.

Start 7-day free trialBook a demo call

7 days free, then $197/mo · We email you before your first charge · Your trial includes an onboarding call with our tax team