Skip to main content


TradeAccountant Online


TradeAccountant Online (TAO) is new for 2010 and the first solution of its kind to offer a combination of web based gain/loss reporting for securities (Schedule D), a private folder for sharing client data and guest/visitor login with account level access control. With TAO, help is only an invitation away.

TAO is a web based solution, designed with simplified reporting in mind. TAO includes a transaction history list view, data download, gain/loss reports, a private folder for sharing documents and export to tax software in standard formats (including .txf) and custom formats, or save a report as a .pdf.