HOW IT WORKS
From a bank connection to a reviewed deduction schedule.
STEP 01
Your client links their bank and credit-card accounts through Plaid — read-only, bank-level encryption, credentials never seen or stored by Strategy Tax. If a client prefers not to connect accounts, upload their statement PDFs instead. Both paths produce the same result.
STEP 02
TaxMiner reads every transaction in the period. It resolves cryptic statement descriptors to real merchants, separates business activity from personal spend, and assigns each deductible transaction to a tax category. A year of statements processes in minutes.
STEP 03
Categories arrive in your dashboard as cards. Expand any card to see every transaction behind the total. Uncheck anything you don't want claimed. Adjust the meals marketing split. The totals move as you work.
STEP 04
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. Every number keeps its source transaction attached.
PRODUCT WALKTHROUGH
Two minutes. No sales call required.
Sample client
2025 tax year · All account numbers masked
POTENTIAL DEDUCTIONS
$24,860
15 categoriesREVIEWED
87%
FLAGGED
7
Needs your decision
Deduction categories
Select a category to review its transactions
Meals
$4,280
Technology fees
$7,940
Travel & lodging
$6,110
Marketing
$6,530
Review controls
ACCOUNTANTSample client data. All figures illustrative.
Read-only connection · Professional approval required
