Chase → OFX for Tax Preparers
As tax preparer, you need Chase bank statements in OFX format. Chase statements use a clean monthly format with separate sections for deposits, withdrawals, and checks. BankScan AI's US parser handles Chase's unique layout including direct deposits and ACH transfers. BankScan AI handles the conversion — MM/DD/YYYY, sectioned layout with separate areas for Deposits and Additions, Electronic Withdrawals, Checks Paid, and Daily Ending Balance, and all.
How It Works
Upload Chase PDF
Drop your Chase statement PDF. Supports PDF.
AI converts to OFX
Parses Chase's MM/DD/YYYY, extracts all transactions, outputs OFX (.ofx).
Use in your tax preparers work
Download and use with TurboTax Pro, Drake Tax. Convert client bank statements to organized Excel spreadsheets in seconds — verify W-2 income, find deductible expenses, and prepare returns faster during tax season.
Chase + OFX + Tax Preparers
- Chase expertise — Handles MM/DD/YYYY and sectioned layout with separate areas for Deposits and Additions, Electronic Withdrawals, Checks Paid, and Daily Ending Balance
- OFX output — Accounting software treats OFX imports like a native bank feed — transactions appear in the bank reconciliation screen ready for matching, rather than requiring manual column mapping.
- Built for tax preparers — Saves 15-20 minutes per return on income verification and expense identification, adding up to 8-12 hours per week during peak tax season
Chase to OFX — For Tax Preparers
Handles MM/DD/YYYY, outputs perfect OFX. Free tier available.
Convert Chase to OFX Free