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BANK DATA PROCESSING
Trusted Bank Information Retrieval And Analysis With State Of The Art Security

Bank Information Disclosure

This is a request to share your bank data by allowing Rymax Financial Corp to connect to your banking institution and download transactions data.  This authorization does NOT allow us to execute transactions such as deposits, withdrawals, transfers or payments.  This is a READ ONLY request and only works for downloading transactions data.  You will receive an email from your Banking Institution informing you that you are now sharing banking data with Rymax Financial.  Registration required to use this service.

How Bank Data Analysis Works ?

Streamline your bank statements analysis.  With our system you will be able to connect directly to your customer's bank, download data and receive a categorized list of income and expenses.  You can then fine tune the categorization according your customer's needs or your own criteria.

We Can Turn Your Lengthy Manual Method Into A Short Automated Process

Create Account

Create a Professional Account at TaxCana.Com, Login and select Agents --> Bank Data Processing

Request Verification Codes

Get verified by Plaid, and your customer's Bank via text message, using your customer's registered phone with their banking institution.

Transactions Data Download

With your authorization, we download the bank transactions, analyze it and classify it.

Receive Formatted Data

Receive your customer's data formatted for accounting purposes, such as P&L, Trial Balance or Sales Tax, ready to enter into Tax Preparation software.