The tax season grind is real
Manual categorization
Hours spent sorting transactions into the right accounts. Every. Single. Client.
Tax season volume
January through April is a sprint. Quality suffers when you're drowning.
Inconsistent client docs
PDFs, scans, screenshots, Excel exports — every client sends something different.
Missed income sources
Gig income, side businesses, crypto — modern income is complex to track.
How ClearStaq fits your workflow
From statement to software in minutes.
Client sends statements
PDF, scan, CSV — anything
ClearStaq extracts
Transactions parsed instantly
Map to chart of accounts
AI suggests, you approve
Import and reconcile
Straight to QuickBooks/Xero
Built for accounting workflows
Features that actually matter for tax prep and bookkeeping.
Multi-Client Dashboard
Manage all your clients' financials from one view. Batch process an entire firm's worth of statements.
Chart of Accounts Mapping
AI maps transactions to your CoA. Review and adjust, don't start from scratch.
QuickBooks & Xero Integration
Native sync to the software you already use. No manual exports.
Income Categorization
Salary, gig, business, investment — automatically sorted for tax prep.
Document Verification
Fraud detection flags suspicious statements before you file on them.
Export to QuickBooks
Structured data ready for your accounting software.
Tax season transformation
What used to take my team hours of manual data entry now happens in seconds. We can focus on advisory instead of spreadsheets.
— Managing Partner, Regional CPA Firm
Pricing that fits accounting practices
Most firms fit our Starter ($99/mo) or Professional ($299/mo) plans.
100 docs/month. Perfect for small practices.
- Bank statement parsing
- AI categorization
- QuickBooks export
500 docs/month. For growing firms.
- Everything in Starter
- Multi-client dashboard
- Xero integration
- Priority support
Seasonal flexibility: Upgrade for Q1, scale back after April.