Built a local-first tax handoff tool for messy bank exports
I’m building LibertyFile One for a specific problem: ordinary U.S. freelancers and small businesses often reach tax season with CSV/OFX/QFX files from several banks, cards, processors, and marketplaces—but no clean handoff for an accountant.
The app works locally in the browser or Windows app. It normalizes files, deduplicates rows, conservatively matches equal-and-opposite internal transfers, sends low-confidence items to manual review, and produces an accountant-ready ZIP plus a 2025 filing handoff for all 50 states + DC. SSNs and statement rows are not uploaded.
The core version is free. I’d value feedback on the review flow, especially whether the exceptions list makes the unknowns obvious enough at normal zoom (14px minimum): https://tax.507643.xyz/
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