Rocket Statements provides tax professionals with a faster, more accurate way to organize client bank statements during tax season. Our OCR technology converts PDF statements into structured spreadsheets, helping you prepare year-end CSVs without manual entry or formatting headaches. Easily manage hundreds of client documents with our built-in cloud file management system. Organize files into folders, track uploads, and keep everything in one place for quick access. For clients who prefer autom
Rocket Statements provides tax professionals with a faster, more accurate way to organize client bank statements during tax season. Our OCR technology converts PDF statements into structured spreadsheets, helping you prepare year-end CSVs without manual entry or formatting headaches.
Easily manage hundreds of client documents with our built-in cloud file management system. Organize files into folders, track uploads, and keep everything in one place for quick access. For clients who prefer automation, you can also link their bank accounts to sync transaction data directly into your workflow.
Spend less time gathering data and more time delivering insights. Rocket Statements helps tax firms stay efficient, compliant, and ready to meet deadlines.
✓ PDF to CSV Conversion for Tax Documents
Automatically extract transactions from PDF bank statements into clean, review-ready spreadsheets for year-end reporting. Learn more in our comprehensive guide.
✓ Client File Organization by Tax Year
Use cloud folders to organize documents by client and tax year, making it easier to retrieve and review supporting records during prep or audit.
✓ Live Bank Data Syncing
Link client bank accounts with consent to pull live transaction data, reducing the need for document chasing and late submissions.
✓ Bulk Uploads for High-Volume Clients
Process multiple PDFs at once, perfect for firms managing dozens or hundreds of clients during peak season.
✓ Export-Ready for Accounting Software
Generate CSVs formatted for seamless import into tax tools or general ledger software like QuickBooks, Drake, or CCH. Follow our step-by-step guide.
✓ Secure and Compliant File Handling
Bank-level encryption and role-based access controls ensure sensitive financial data is stored and shared securely.
For more insights on how Rocket Statements can streamline your tax preparation workflow, explore our blog and discover the full range of capabilities offered by this powerful tool.
Streamline your statement processing today with our powerful Tax Preparation Firms solution.