Upload a landlord's multi-year bank statements. Get back a Schedule E summary for every property in 48 hours, tied out to the bank.
Request a free pilotFirst 1 to 2 properties free. No card needed.
| Property | Rents | Expenses | To review |
|---|---|---|---|
| 412 Elm St | $19,200 | $21,288 | 4 |
| 88 Birch Ave | $22,800 | $17,940 | 1 |
| Personal, excluded | n/a | $6,412 | 0 |
Sample figures for illustration.
They hand you 12 to 24 months of unsorted bank exports, personal spending mixed with rental costs, and mortgage payments where escrow hides the numbers you need. Your team spends days sorting it by hand.
BooksByDoor does the sorting. You upload the raw files, and get back a tax-ready package you can check line by line.
Income and expenses separated per property and mapped to the 15 Schedule E expense lines.
Form 1098 used to separate deductible interest from principal, property taxes and insurance.
Every transaction in date order with its category. Anything unclear is flagged for you, not guessed.
If you like the result, we price per property per tax year, quoted before we start. No subscription, no minimum.
Processing happens outside the US, so your clients sign our consent form before any upload.
Files are encrypted in transit and at rest. Every account uses multi-factor sign-in.
Uploads and finished packages are permanently deleted 30 days after delivery.
We're working with a small group of CPAs as early partners. Send one or two of your worst backlog properties and check our tie-out against your own.