Reconcile for Web

Reconcile — Intelligent, Streamlined Tax Preparation

Reconcile is an automated tax-prep platform that uses artificial intelligence to make filing simpler and more accurate. By securely linking to more than 9,000 banks and other financial institutions, it brings banking, bookkeeping, and brokerage accounts together in one place. The system then evaluates that financial data to generate tax estimates tailored to each user’s circumstances.

Key capabilities

• 24/7 AI-driven guidance to answer questions and clarify complex tax items in real time
• Secure connections with 9,000+ banks and financial firms for continuous data aggregation
• Oversight from seasoned tax professionals who validate results and handle edge cases
• Personalized planning that uncovers deductions, credits, and tax-saving strategies
• Unified view of checking, savings, bookkeeping, and investment accounts for easier review
• Automated analysis that produces precise, individualized tax projections

How it works

Once you link your accounts, Reconcile’s engine ingests and categorizes transactions, matching income and expense items against relevant tax rules. The platform highlights potential savings opportunities, estimates tax liabilities, and offers step-by-step recommendations. Where human judgment is needed, a team of tax specialists reviews the output to ensure accuracy and completeness.

Alternative option: APOB subscription

If you prefer a different approach, the APOB subscription is presented as another choice to consider. Evaluate features, pricing, and support levels side-by-side with Reconcile to determine which service aligns best with your needs.

End-to-end tax service

Combining automated data aggregation, AI analysis, on-demand guidance, and professional oversight, Reconcile aims to deliver a full-service tax experience that reduces the burden of preparation while maximizing potential savings.