Hand Your CPA Organized Books
Not a Shoebox Full of Receipts
Organize your expenses for tax time — automatically
Perfect for freelancers & small business owners
No credit card required — 20 free rows to try first
Save up to 5 hours of manual work
potentially up to $200 in CPA time savings
How It Works
Paste
Paste expenses or CSV
AI Categorizes
Categorizes in seconds — review and confirm every AI suggestion before downloading
Get Report
Download organized report
Amazon Web Services, $1,200
"Software & Subscriptions"May be tax-deductible as a business expense (subject to IRS requirements)
Hilton Hotels, $450
"Travel — Lodging"May be tax-deductible as a business expense (subject to IRS requirements, 50% limit may apply)
Upload any bank CSV — AI automatically identifies merchant and categorizes to the right tax category.
Works with common CSV exports from Chase, Bank of America, Wells Fargo, American Express and others
No credit card required • 20 free rows
Why Prefile Check
Categorize Expenses for Tax Prep
AI analyzes each expense and suggests tax categories — final determinations must be made by your tax professional.
Secure & Private
Your data is processed during your session and automatically deleted after you download your report — we don't store it long-term. We never sell or share your data with third parties.
Ready for Your Tax Pro
Download your categorized expenses as CSV or Excel file. Hand it directly to your tax professional for seamless tax preparation — no re-entry needed.
Starting at $39 — one-time
No monthly fees. No subscriptions. Use for this tax season and beyond.
Credits do not expire.
Operated by Purple Management Group, LLC — built by a solo entrepreneur in Stamford, CT.
Simple Pricing
200 Rows
$0.20/row
- 20 free rows to try first
- 200 paid
- AI classification
- CSV & Excel export
500 Rows
$0.12/row
- 20 free rows to try first
- 500 paid
- AI classification
- CSV & Excel export
1,000 Rows
$0.08/row
- 20 free rows to try first
- 1,000 paid
- AI classification
- CSV & Excel export
2,000 Rows
$0.05/row
- 20 free rows to try first
- 2,000 paid
- AI classification
- CSV & Excel export
3,000 Rows
$0.04/row
- 20 free rows to try first
- 3,000 paid
- AI classification
- CSV & Excel export
5,000 Rows
$0.02/row
- 20 free rows to try first
- 5,000 paid
- AI classification
- CSV & Excel export
Made for freelancers & small business owners
— try free, no commitment
Spend less time on tax prep — let AI handle the sorting so you can focus on your business.
Try free — no credit card required. 20 rows, no commitment.
Your data is processed during your session and automatically deleted after you download your report — we don't store it long-term.
Frequently Asked Questions
What is Prefile Check?
Prefile Check is an AI-powered expense categorization tool for freelancers and small business owners. You paste or upload bank transactions, and the AI assigns each expense to the correct IRS tax category — so you can hand organized books to your CPA.
Does Prefile Check give tax advice?
No. Prefile Check categorizes expenses to help you organize your records. All final tax determinations must be made by a qualified CPA or tax professional.
Which banks are supported?
Prefile Check works with CSV exports from Chase, Bank of America, Wells Fargo, American Express, and most major US banks.
How much does it cost?
Starts at $39 one-time for 200 rows. No monthly fees. You get 20 free rows to try before any payment.
Is my financial data stored?
No. Your data is processed during your session and automatically deleted after you download your report. We never sell or share your data.
All final tax determinations must be made by your tax professional.
Prefile Check is an AI-powered expense categorization tool, not a tax professional. We do not provide tax advice. Please consult with a qualified CPA or tax professional for final tax filing decisions.
Not affiliated with IRS, SEC, FINRA. Purple Management Group, LLC, Wyoming, USA.