Plans from $99/month. True revenue, positions, and 27 fraud signals included.
Client statements and returns, read for you
Bank statements categorized into a monthly P&L, tax returns read line by line, and everything exported to your accounting software as CSV or PDF.
How it works
The PDF pile, handled
Send the files
Upload them to the client, or forward them to your statements or tax-returns address.
Read and categorized
Every transaction is read and categorized, and every return is read line by line.
Export
Transactions as CSV for your accounting software, the report as PDF, or raw JSON.
Built for client work
Every client in one place
Each client keeps its statements, returns and history together, with team access by client.
Tax returns, CPA view
Form 1040, 1120, 1120-S and 1065 with a filing and tax preparation view.
Monthly P&L
Income, expenses and net income by month, straight from the statements.
Pricing that fits a practice
Most firms fit StaqCore ($99 a month, 150 credits) or StaqPro ($249 a month, 500 credits). One credit is one month of statements for one account. Every plan includes unlimited users.
FAQ
CPA questions
Does it sync with QuickBooks or Xero?
Not directly. Export transactions as CSV and import them, or connect through Zapier.
Can my staff share the workload?
Yes. Every plan includes unlimited users, with access set per client.
Do you keep my clients' files?
Only as long as you choose. Set how long original files are kept in your settings.
Which tax forms are supported?
Form 1040, 1120, 1120-S and 1065.