SOURCE DATA CONTROLS
Bank data stays protected
Clients connect accounts through Plaid in read-only mode. Your firm receives the transaction detail without Strategy Tax seeing or storing banking credentials.
FOR TAX FIRMS AND ACCOUNTING PRACTICES
Meet TaxMiner™Find the deductions your clients' books never caught
TaxMiner analyzes your clients' bank and credit-card activity to uncover potential tax savings that would otherwise be missed.
- ✓Connect a client's accounts once. TaxMiner reads every transaction and surfaces deductible spend automatically.
- ✓Review and approve in the dashboard — nothing is claimed without your sign-off.
- ✓Deliver a larger, defensible refund without adding a single staff hour.
A strategist, not a support ticket
Every firm gets a professional tax strategist focused on helping the tool create value, plus 24/7 operational support.
Billed monthly · Cancel anytime
Compliance and storage built in
Read-only connections, encrypted storage, professional review, and handling aligned with the standards tax firms already follow.
Secure storage included →Sample client scan
12 months · 3 accounts
Review ready
MINED
Potential deductions surfaced
Every transaction is reviewable
Meals · 46 transactions
Technology fees · 18 transactions
Travel · 12 transactions
CLIENT RECORDS & FIRM COMPLIANCE
Controls for every client file
TaxMiner keeps source transactions, supporting documents, review decisions, and retention controls connected so your team can maintain complete workpapers without stitching together multiple systems.
CLIENT RECORDS
Workpapers and source documents stay together
Transaction records are stored in encrypted AWS infrastructure and documents in Onehub, giving your firm one controlled record instead of another separate storage system.
PREPARER REVIEW
Every amount requires sign-off
Potential business expenses remain reviewable at the transaction level. Only approved items move into the bookkeeping report and deduction schedule.
RECORDKEEPING
Designed around firm obligations
Data-handling controls support the FTC Safeguards Rule, GLBA, IRS Publication 4557, and IRC §7216 requirements relevant to tax-practice records.
Controlled records. Clear review history. Source support behind every approved amount.
Review record controls →Use 1 powerful accounting tool to:
1
Charge more
Your clients get larger refunds and larger potential savings. Your fee stops being compared to the cheap preparer down the road — it gets compared to the money you found.
2
Close more
You walk into a prospect meeting with a proprietary tool no other firm in your market has. The conversation stops being about price.
3
Increase retention
Nobody leaves the firm doing something no other accountant is doing. Higher refunds, an easier tax experience, everything in one place.
4
Get more referrals
Your clients' friends want what your clients have. That is the whole referral engine.
PRODUCT WALKTHROUGH
Watch TaxMiner find deductions in a real set of books
Two minutes. No sales call required.
●app.strategytax.ai / taxminer
READ ONLYSample client
2025 tax year · All account numbers masked
1,248 TRANSACTIONS SCANNEDREPORT READY
POTENTIAL DEDUCTIONS
$24,860
15 categoriesREVIEWED
87%
FLAGGED
7
Needs your decision
Deduction categories
Select a category to review its transactions
✓
Meals
$4,280
46
✓
Technology fees
$7,940
18
✓
Travel & lodging
$6,110
12
✓
Marketing
$6,530
9
Review controls
ACCOUNTANTMeals marketing split25%
50% standard100% marketing
✓Cafe Meridian · $84.20
✓Riverside Grill · $126.40
✓Hotel Bistro · $58.75
Bookkeeping report ready after professional approval.
Sample client data. All figures illustrative.
Read-only connection · Professional approval required
THE PRODUCT
What is TaxMiner?
TaxMiner is a transaction intelligence engine built for tax firms. Your client connects their bank and credit-card accounts through Plaid. TaxMiner reads every transaction in the period, identifies the merchant behind each one, and sorts deductible spend into the categories that actually appear on a return — meals, travel, lodging, rideshare, home improvements, office supplies, office furniture, software, marketing spend, rent, utilities, charitable donations, legal fees, and more.
The categories arrive in your dashboard as reviewable cards. You click into any category, see every transaction behind the number, and remove anything you don't want claimed. What you approve becomes the deduction schedule.
What it replaces is the part of the job nobody wants: scrolling a year of statements line by line, hoping nothing meaningful got missed.
FOUR STEPS
How does TaxMiner work?
1
Connect
The client links their accounts through Plaid, or you upload statement PDFs directly. Both paths land in the same place.
2
Mine
TaxMiner identifies every merchant, separates business activity from personal, and assigns each deductible transaction to a tax category.
3
Review
Categories appear as cards in your dashboard. Expand any card to see the underlying transactions. Uncheck anything you don't want included.
4
Deliver
Approved transactions compile into a bookkeeping report and deduction schedule that can be added to the business expenses the client or firm has already gathered.
Everything here exists to make one thing work. TaxMiner is the product. The rest is what keeps it running safely.
What TaxMiner finds
Merchant identification
Cryptic statement descriptors get resolved to real businesses, so a line that reads as noise gets recognized as a deduction.
Business vs. personal separation
Personal spend is filtered out before it ever reaches your review queue.
Category-level review
Every category opens to the transactions behind it. Approve or remove line by line.
Meals split control
Set what share of meals qualifies for the 100% marketing deduction versus the standard 50%. The totals recalculate live.
Multi-account, multi-period
Bank accounts, credit cards, and multiple statement periods reconcile into one view per client.
Audit-ready record
Every claimed deduction keeps its source transaction, date, merchant, and amount attached.
Client portal
Clients upload documents and see their own progress without emailing your staff.
Secure document storage
Store encrypted client documents through Strategy Tax and reduce the cost of maintaining a separate storage platform.
Bookkeeping reports from personal accounts
TaxMiner reviews authorized personal account activity, identifies potential business expenses, and creates a report that supplements the client's existing business records.
Built for the firm, not the taxpayer
TaxMiner is not sold to your clients. It's sold to you, and it runs inside your practice under your relationship.
A firm with 100 clients doesn't have 100 hours a season to comb statements. TaxMiner does that pass on every client, in parallel, and hands your team a reviewable result. The work gets lighter and the deliverable gets better at the same time — which is the only combination that lets you raise fees without losing anyone.
A strategist, not a support ticket
Every firm on TaxMiner is assigned a professional tax strategist. Not support staff — a strategist whose job is making sure you're using the tool in the way that makes your firm the most money. Plus 24/7 support for everything else.
SIMPLE TERMS
No contracts. No lock-in.
Strategy Tax is billed one month at a time, in advance, and you can cancel before your next billing date. Every firm is assigned a professional tax strategist who guides implementation and stays available long-term, so the platform actually does what it was built to do. If it isn't making your firm money, cancel. That's the whole arrangement.
SECURITY & COMPLIANCE
Built to the standard your license already requires
Client financial data is handled under the FTC Safeguards Rule and GLBA, with practices aligned to IRS Publication 4557 and the confidentiality requirements of IRC §7216. Bank connections run through Plaid in read-only mode — credentials are never seen or stored by Strategy Tax.
Questions firms ask
See what TaxMiner finds in your own book of business
Bring one client file to a 20-minute walkthrough. You'll see the scan run on real data before you decide anything.
From firms already running it
— Managing partner, 3-person firm, Ohio