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File Your Taxes

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The all-in-one practice management platform for tax firms. Tax preparation, resolution, credit repair, and more — powered by SaintCoreTax.

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AI Platform Tax Prep $70 Resolution $55 Credit $40 Bookkeeping $40 Formation $30 ITIN $25 Notary $20 RA $20

$40/user/mo$32/mo annual

Monthly books, closed on time

Bank feed sync, smart categorization, monthly close checklists, and client-ready reports — all in one module.

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Bookkeeping dashboard

BANK FEEDS

Sync and categorize

Connect client bank accounts via Plaid. Transactions flow in automatically and get categorized with smart rules.

Plaid-powered bank connection
Rule-based auto-categorization
Uncategorized transaction queue
Multi-account support per client

Sync and categorize

MONTHLY CLOSE

Checklist-driven workflow

Never miss a step. The monthly close checklist guides staff through reconciliation, adjustments, and report generation.

Configurable close checklist
Reconciliation tracking
Adjustment journal entries
Client-ready P&L and balance sheet

Checklist-driven workflow

REPORTS

Financials your clients understand

Generate profit and loss, balance sheet, and cash flow reports. Share them securely through the client portal.

Branded PDF report generation
Secure portal sharing
Year-over-year comparison
Export to CSV for accountants

Financials your clients understand

Before vs. After SaintCoreTax

Days of manual work → hours

Before

Manual bank statement downloads
Spreadsheet-based categorization
Email reports back and forth
Missed close deadlines

After

Automatic bank feed sync via Plaid
Smart categorization rules
Secure portal report sharing
Checklist-driven monthly close

Bookkeeping

$40/user/mo

$32/mo annual (Save 20%)

Start 14-Day Free Trial

No credit card required. Bundle with other modules for up to 20% off.

Explore more modules

Bundle modules together and save up to 20%.

Tax Preparation$70/user/moLearn more

Tax Resolution$55/user/moLearn more

Credit Repair$40/user/moLearn more

Business Formation$30/user/moLearn more

ITIN Processing$25/user/moLearn more

Notary / RON$20/user/moLearn more

Registered Agent$20/user/moLearn more

Tax Preparation$70/user/moLearn more

Tax Resolution$55/user/moLearn more

Credit Repair$40/user/moLearn more

Business Formation$30/user/moLearn more

ITIN Processing$25/user/moLearn more

Notary / RON$20/user/moLearn more

Registered Agent$20/user/moLearn more

Ready to Get Started?

14-day free trial. No credit card required. Pick your modules and go live in minutes.

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