First Republic → Google Sheets for Tax Preparers
As tax preparer, you need First Republic bank statements in Google Sheets format. First Republic private banking statements include wealth management summaries alongside checking transactions. BankScan AI extracts the core banking data accurately. BankScan AI handles the conversion — MM/DD/YYYY, premium private banking layout with separate checking, savings, and investment summary sections in a single consolidated statement, and all.
How It Works
Upload First Republic PDF
Drop your First Republic statement PDF. Supports PDF.
AI converts to Google Sheets
Parses First Republic's MM/DD/YYYY, extracts all transactions, outputs Google Sheets (cloud format).
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.
First Republic + Google Sheets + Tax Preparers
- First Republic expertise — Handles MM/DD/YYYY and premium private banking layout with separate checking, savings, and investment summary sections in a single consolidated statement
- Google Sheets output — Real-time collaboration, comment threads on specific transactions, version history, and the ability to share with clients via a simple link without email attachments.
- 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
First Republic to Google Sheets — For Tax Preparers
Handles MM/DD/YYYY, outputs perfect Google Sheets. Free tier available.
Convert First Republic to Google Sheets Free