Brokerage Solutions
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If you manage many accounts, need to create many reports and have limited resources, now is a great time to explore how working with the TradeAccountant team, and Tax Advisers, can empower your team with a cost effective solution.
TradeAccountant offers a compelling combination of tools, code and services to get your team up to speed fast.
For example, a benefit of using TradeAccountant Online is the ability of account holders to invite their tax professional to reconcile their account.
Select Free Trial to get your account started.
Custom Solutions
A customized version of TAO enables your team to offer a customized experience. Solutions range from a basic calculation engine designed to generate reports in batch or an interactive web solution.
The TAO code base supports sync and file import parsers, plus import from .CSV (Excel®). During implementation we can design a custom parser to import data from your clearing firm or back office database.
Call 408 884 9560 (PST) to arrange a demo and a conversation with our team in Mountain View, California.
Feature Highlights
| A Trade Journal: Transactions are displayed in a simple table for quick reference. TAO includes column and sort controls. Select a year of interest and view transactions or generate a report for that year. |
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Reports: TAO standard reports include Schedule D, Schedule D Summary in .csv, Not Grouped Summary, Schedule D as .txf, Symbol Details and Transaction Details. Tax Advisers use the reports page to obtain the information they need to complete a detailed reconciliation, when needed. |
| Private Folder: Productivity and automation are great, but sometimes account holders need the help of a trained professional. Your private folder is a place to invite a tax adviser, or friend, to access your transaction history, reconcile your data and upload a reconciled report. |
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