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TaxFlow icon

TaxFlow

Built for independent workers, it imports bank statements or CSV files, separates income, deductible expenses and personal spending, and tracks mileage, home-office costs, equipment depreciation and quarterly estimates. Exports a CPA-ready Excel workbook and PDF summary.

TaxFlow App

Cost / License

  • Free
  • Proprietary

Platforms

  • Mac
  • Windows
  • Online
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What is TaxFlow?

TaxFlow is a free tax organizer for freelancers, independent contractors, and self-employed professionals.

It automatically sorts bank transactions into income, deductible expenses, and personal spending. It also includes tools for business mileage, home office deductions, equipment depreciation, retirement contributions, quarterly tax estimates, and 1099 client tracking. At tax time, you can export a CPA-ready Excel workbook or a PDF summary. Your financial data is stored locally and never transmitted to our servers.

TaxFlow is available as a web app, mobile PWA, and desktop app for Windows and Mac. No credit card required.