Bench + Enrolled Agents: Faster Bank Import
Enrolled Agents representing clients before the IRS need to review bank statements for tax return preparation, audit defense, and compliance verification. If you use Bench for your accounting, you need a fast way to get bank statement data into the system.
BankScan AI for Enrolled Agents Using Bench
BankScan AI converts any bank statement PDF to CSV formatted for direct import into Bench. Batch-convert client bank statements to Excel for fast income verification, deduction substantiation, and IRS examination responses.
The Enrolled Agents + Bench Workflow
Enrolled Agents review client bank statements to verify income reported on tax returns, identify unreported income during IRS examinations, substantiate deductions claimed, and prepare documentation for audit defense. They compare bank deposits against 1099s and W-2s to identify discrepancies and help clients respond to IRS notices and correspondence audits.
Key terms you'll encounter: IRS examination, correspondence audit, bank deposit analysis, Circular 230.
How It Works
Upload any bank statement PDF
Supports all major banks. Saves 1-2 hours per IRS examination response on bank statement analysis, plus 20-30 minutes per tax return during filing season on income verification
AI formats for Bench
Output as CSV with Date, Description, Amount — Bench bookkeepers handle column mapping during their review process — dates in MM/DD/YYYY.
Import and reconcile
Share BankScan AI's converted CSV files with your Bench bookkeeper via the Bench portal. They import the data into your Bench account for categorisation and reconciliation. Bench bookkeepers can use BankScan AI's pre-structured data to speed up categorisation, reducing the typical 5-day turnaround to 1-2 days for historical catch-up bookkeeping.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Bench Features for Enrolled Agents
- Bench ready — Output formatted as CSV matching Bench's expected column structure
- Smart integration — Bench bookkeepers can use BankScan AI's pre-structured data to speed up categorisation, reducing the typical 5-day turnaround to 1-2 days for historical catch-up bookkeeping.
- Built for Enrolled Agents — Saves 1-2 hours per IRS examination response on bank statement analysis, plus 20-30 minutes per tax return during filing season on income verification
- Software compatible — Output works directly with Drake Tax, Lacerte, ProConnect Tax
Import Steps for Enrolled Agents Using Bench
As an enrolled agent, here's how to get bank data into Bench:
- Share BankScan AI's converted CSV files with your Bench bookkeeper via the Bench portal
- They import the data into your Bench account for categorisation and reconciliation
Common Import Issues
Bench's human bookkeepers handle most import issues. Main challenge is when bank feeds disconnect — BankScan AI serves as the backup data source for gap periods.
Bench Import — Built for Enrolled Agents
Unique hybrid model combining software with dedicated human bookkeepers. Popular with US small business owners who want hands-off bookkeeping without hiring an in-house accountant.
Try Free — Bench + Enrolled Agents