Tax Preparer PDF to Excel

Speed up tax preparation with instant bank statement conversion. Verify income, identify deductions, create working papers.

Tax Season Efficiency

Tax season means processing dozens or hundreds of client returns. Each return needs income verification, expense review, and documentation. Bank statements contain the data—but stuck in PDF format.

Zera Books converts statements instantly. Upload a PDF, get clean data in Excel. Categorize expenses, verify income, identify deductions. Create working papers that support filed returns and survive audits.