Media picks best tax tools for 2014



CNBC’s Kelly Grant asked industry experts about their tech recommendations to make tax filing less painful.  Certified public accountant Brian Tankersley, tech editor for CPA Practice Advisor, described FileThis: “Receiving electronic statements may save paper, but the tax pitfall is that many financial institutions make only the last few months’ worth available–making it tougher to track back over the early part of the year for deductible expenses and other notable transactions,” said Tankersley. “…[FileThis] goes out and checks to see if there are statements available… Users can access those PDFs through Evernote, Dropbox, Google Drive or other avenues.”







Tayler Hayes from Fast Companies Co.Labs reviewed 23 tools to make tax season less horrible for freelancers. He recommends Evernote and FileThis, “which will log in and retrieve all your online statements and documents.”