IRS Pub 4557 & WISP Compliant

Intelligent Tax Analysis for Tax Preparers

Bank data cleansing, automated tax categorization, and delivery of declaration-ready reports. Save hours of preparation with secure, certified technology.

HTTPS/TLS AES-256 IRS Pub 4557 FTC Safeguards WISP Certified

Why Choose AnalytixData?

Automated Analysis

We process your bank statements and pre-assign tax categories to every transaction, reducing hours of manual work.

Certified Security

Encrypted portal with HTTPS/TLS, secure cloud storage, and full compliance with IRS Pub 4557 and FTC Safeguards Rule.

Time Savings

Receive an organized Excel with pre-assigned tax categories, ready for your review and approval. File faster.

WISP Documentation

We provide WISP compliance documentation to support the security of your tax practice before the IRS.

How It Works

1

Create Your Account

Contact us to activate your preparer account. You'll receive secure credentials to access the portal.

2

Upload Your Documents

Sign in and upload your clients' bank statements in PDF format. Everything is encrypted and protected.

3

Professional Analysis

Our team performs data cleansing, bank description analysis, and pre-assignment of IRS tax categories.

4

Download Your Report

Receive a detailed Excel file with all categorized transactions, ready for your review, approval, and filing.

Security

WISP Documentation as a Service

As part of our commitment to security, we offer our registered clients WISP compliance documentation that supports their tax data handling processes.

Request Access

Bank data cleansing, automated tax categorization, and delivery of declaration-ready reports. Save hours of preparation with secure, certified technology.