TraderFyles

Orlando, United States Founded: 2021 • Age: 5 yrs
Cloud-based software automates trader tax reporting, wash sales, and IRS forms.

About TraderFyles

TraderFyles is a company based in Orlando (United States) founded in 2021. It operates as a SaaS, and B2B. TraderFyles offers products and services including 1099-B Match, Audit My Broker, and Wash Sale Reporting. TraderFyles operates in a competitive market with competitors including TaxAct, TaxDown, Exactera, TaxScouts and Drake Software, among others.

  • Headquarter Orlando, United States
  • Sectors
    Technology
  • Email
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  • Phone
    *********
  • Website
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Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Technology → Enterprise Software & Productivity Solutions
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
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Products & Services of TraderFyles

TraderFyles offers a comprehensive portfolio of products and services, including 1099-B Match, Audit My Broker, and Wash Sale Reporting. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Automates Schedule D and Form 8949 generation from brokerage files.

Calculates accurate trade profits and flags wash sales effectively.

Manages and reports wash sales to ensure tax compliance accurately.

Funding Insights of TraderFyles

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by TraderFyles

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - TraderFyles

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Traderfyles Comparisons

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Competitors of TraderFyles

TraderFyles operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as TaxAct, TaxDown, Exactera, TaxScouts and Drake Software, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Tax filing software is offered for individuals and businesses.
domain founded_year HQ Location
Cloud and app-based tax management solutions for individuals and businesses
domain founded_year HQ Location
Tax compliance software solutions are provided for business operations.
domain founded_year HQ Location
Tax planning is delivered via chatbots and human advisors.
domain founded_year HQ Location
Professional tax preparation software is developed for tax professionals.
domain founded_year HQ Location
Cloud-based sales tax compliance solution that automates tax calculation and filing for software-as-a-service companies, enabling them to focus on growth while ensuring compliance with global tax regulations
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Traderfyles

Frequently Asked Questions about TraderFyles

When was TraderFyles founded?

TraderFyles was founded in 2021.

Where is TraderFyles located?

TraderFyles is headquartered in Orlando, United States. It is registered at Orlando, Florida, United States.

What does TraderFyles do?

TraderFyles is a cloud-based platform that automates tax reporting for traders and tax professionals, generating IRS forms like Schedule D and Form 8949. It handles wash sales, cryptocurrency transactions, and error checks through user-friendly tools. The software supports bulk imports from brokerages and integrates with programs like Drake and CCH. Aimed at traders and professionals, it streamlines tax filing processes efficiently without requiring downloads.

Who are the top competitors of TraderFyles?

TraderFyles's top competitors include TaxDown, TaxBuddy and Anrok.

What products or services does TraderFyles offer?

TraderFyles offers 1099-B Match, Audit My Broker, and Wash Sale Reporting.

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