Tax-ready reports in minutes — not hours
Just upload your business bank and credit card statements. We walk you through every step — categorizing each transaction, flagging what to review, and generating a clean report for your accountant or tax software.
Built for sole proprietors and freelancers in Canada and the US.
How it works
Three steps. No accounting background required.
Upload
Drag in your statements — bank account, credit card, or both. PDF or CSV. Major Canadian and US banks supported.
We do the work
Heightly categorizes every transaction, matches it to the right T2125 (Canada) or Schedule C (US) line, and flags anything that needs your input.
Review and download
A guided walkthrough shows you only the transactions that need attention. Download your finished report as PDF or CSV — ready to hand off to your accountant or tax software.
Tools
One live product.
Tax Prep Report
Available nowTurn a stack of bank and credit card statements into a tax-ready summary. Categorized transactions, aligned to CRA Form T2125 (Canada) or IRS Schedule C (US). Ready to hand off to your accountant or tax software.
Get started with Free Preview →Pricing
One-time payment per report. No subscription.
Free Preview
Free
- ✓1 statement
- ✓Categorized transactions
- ✓Preview report
- ✗PDF / CSV download
Solo
US$49 USD
- ✓1 tax year
- ✓Up to 13 statements
- ✓Bank account only
- ✓Full PDF + CSV export
- ✓Tax-form-line aligned
Complete
US$99 USD
- ✓1 tax year
- ✓Up to 26 statements
- ✓Bank + credit card
- ✓Full PDF + CSV export
- ✓Tax-form-line aligned
- ✓Best for most customers
Each report covers one tax year. Preparing multiple years? Start a new report for each.
Heightly is software. Not a service.
Understanding what Heightly does — and doesn't do — is important before you use it.
What we do
- ✓Categorize transactions into business expense categories aligned to CRA Form T2125 (Canada) or IRS Schedule C (US)
- ✓Flag transactions that need your review
- ✓Generate a report you can hand off to your accountant or tax software
What we don't do
- ✗File your tax return
- ✗Calculate depreciation, Capital Cost Allowance, or Section 179
- ✗Provide tax advice, professional opinions, or accounting work
- ✗Represent ourselves as a CPA firm or registered tax preparer
Your responsibility
- →Every Heightly report should be reviewed by you or a qualified accountant before being used to file taxes.
- →We surface the data; you and your accountant make the decisions.