Tax Prep Bank Reconciliation

Tax Season Ready Reconciliation

Tax preparers face an annual crunch when clients deliver mountains of bank statements. Zera Books converts any PDF statement to clean accounting data in seconds, eliminating the data entry bottleneck.

Whether you're preparing individual returns or business taxes, accurate bank data is essential. Our AI extracts transactions with 99.6% accuracy, ensuring your tax calculations are built on solid financial records.

Tax Preparation Workflow

Traditional tax prep involves hours of manual data entry from bank statements. With Zera Books, your workflow transforms:

1. 1.Client emails PDF bank statements
2. 2.Upload to Zera Books (batch process if multiple statements)
3. 3.AI extracts all transactions with categorization
4. 4.Export to QuickBooks, Xero, or Excel format
5. 5.Begin tax prep with clean, organized financial data

Most tax preparers save 10-15 hours per client during tax season by eliminating manual statement entry. That's time redirected to tax strategy, client advisory, or simply taking on more clients.

Multi-Client Management

One subscription handles unlimited clients. Organize conversions by client name, track conversion history, and access past statements instantly. Perfect for tax practices managing 50+ clients during busy season.