How does TAXLY categorize my spending?

We read your statements and suggest a category for every charge. You only review what we're unsure about.

What if a charge is personal?

Open it and mark it Personal. It stays out of your deductions.

Can my accountant work from this?

Yes — CPA Share creates a read-only workspace with your ledger, statements and receipts.

What files can I upload?

PDF, CSV, XLSX, QFX and OFX statements, plus images or PDFs for receipts.