Clients and staff
The statement reader is for clients and staff
Turn a full network statement into a spreadsheet and into your billing database.
Why the sign-in
Your portal account opens it
There is no separate password for this. The account we set up for you in the client portal — the same one you use for invoices, messages and downloads — is the one that opens this page.
- Reads every transaction out of the full statement, in your browser.
- A workbook with one sheet per part, and every total tied to the statement.
- A CSV and a loader for MariaDB, ready to compare against your PT files.
No account yet?
We set them up by hand.
There is no sign-up form — our office creates portal accounts, which is deliberate. Call or email and we will have you in the same day.
- Phone (530) 592-5046
- Email info@taxtraks.net
- Hours Monday - Friday, 8:00 AM - 5:00 PM PT