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View docs →You can upload transactions via CSV file or connect your bank account through Plaid. Go to your dashboard and click "Upload Transactions" to get started.
We support CSV files with standard transaction formats. The file should include columns for date, amount, and merchant at minimum.
Most forms are generated within 2-5 minutes. Complex returns with many transactions may take up to 10 minutes. You'll receive an email when your form is ready.
Yes, we use bank-level encryption for all data transmission and storage. Your financial information is protected and never shared with third parties.