Doyoupreparetaxesforclients?
Built for accountants and tax preparers. Magi, the MagicTax AI agent, reads each statement, puts an account on every row, and flags the ones it isn't sure about for you to check.
We do not prepare or file tax returns.
| Date | Description | Amount | Account |
|---|---|---|---|
| 09/02 | PILOT TRAVEL CENTER #445 TOLEDO OH | -186.40 | Fuel |
| 09/03 | LOVES #221 EFFINGHAM IL | -142.10 | Fuel |
| 09/03 | OHIO TURNPIKE EZPASS | -18.50 | Tolls & scales |
| 09/05 | PROGRESSIVE COMMERCIAL INS | -612.00 | Insurance |
| 09/06 | WALMART SUPERCENTER 2331Magi: could be personal or truck supplies — no memory for this merchant yet | -94.22 | needs a look |
| 09/08 | PENSKE TRUCK LEASING | -1,240.00 | Truck loan payment |
| 09/09 | CAT SCALE 4412 | -11.75 | Tolls & scales |
What a client who uses MagicTax sees in their own books — every row, one account, one reason when Magi isn't sure.
A statement from your bank — as a PDF, a CSV export, or pages photographed on your phone. Magi checks each page before it starts reading.
The ones Magi isn't sure about are marked with a reason, so you know exactly what to look at.
Every line links back to its transactions and the statement page it came from.
Your practice's own books, kept from the statements you upload, with the chart of accounts your way. A client who uses MagicTax hands you categorized books and a P&L.
Your own books, kept from the statements you upload. Check what Magi flagged, hand the P&L to whoever files your return.
The chart of accounts and the merchant memory start with trucking; more trades later.
Preparers and owners come through the same door: anyone can sign up, and you see the price before anything is read.
Three questions, no account, nothing uploaded — and you get a price you can hold us to. You are charged per statement-month of each bank account, only for what we read. One account is included with a business; each additional account is priced on its own.
See what it costs