For Financial Advisors

Year-End Tax Letters in Minutes, Not Days

Upload your custodian CSVs. AI calculates gains, losses, and dividends. Get professional, client-ready tax summary letters exported as PDF.

SOC2 Compliant
Upload CSVs
schwab_johnson.csv fidelity_johnson.csv
Verlo AI analyzes

$12,450

Capital Gains

($3,200)

Losses

$8,750

Dividends

Professional Tax Letter PDF

"Dear Mr. & Mrs. Johnson, This letter summarizes your 2024 tax-relevant investment activity across all accounts..."

The problem

Tax season shouldn't mean weeks of spreadsheet work.

Every January, you download dozens of CSV exports, manually match columns, build formulas for gains and losses, and write personalized letters for each client. It takes days, sometimes weeks, to get through your book.

01

Different formats from every custodian

Schwab, Fidelity, TD Ameritrade. Each exports data differently. You waste hours mapping columns and fixing formatting issues.

02

Multiple accounts per client

Clients have IRAs, brokerage accounts, trusts. Combining them into one coherent summary is tedious and error-prone.

03

Writing letters takes forever

Once you have the numbers, you still need to write a personalized, professional letter for each client. Multiply that by 50, 100, or 200 clients.

What you get

Upload CSVs. Get professional tax letters. Done.

Smart CSV Processing

Drop in files from any custodian. Verlo auto-detects columns and normalizes the data.

  • - Schwab, Fidelity, TD Ameritrade
  • - Auto column mapping
  • - Handles format variations

Multi-Account Aggregation

Upload multiple files for the same client. Verlo combines them into a single unified view.

  • - IRAs, brokerage, trusts
  • - Cross-custodian totals
  • - Automatic deduplication

AI-Generated Letters

Professional, personalized tax summary letters. Edit as needed, then export to PDF.

  • - Gains, losses, dividends
  • - Editable before export
  • - One-click PDF download

How it works

From CSV chaos to polished letters in three steps.

1

Upload your CSVs

Drag and drop transaction exports from any custodian. Upload multiple files per client if needed.

2

AI calculates everything

Verlo maps columns, aggregates accounts, and calculates capital gains, losses, and dividend income.

3

Review and export

Edit the generated letter if needed, then download a professional PDF ready to send to your client.

What this means for your practice

90%

Time saved

5 min

Per client

0

Manual formulas

1

Click to PDF

FAQ

Common questions

Which custodians do you support?

We support CSV exports from Schwab, Fidelity, TD Ameritrade, Vanguard, and most other major custodians. Our AI auto-detects column formats.

Can I edit the letters before sending?

Absolutely. Every generated letter is fully editable. Add personal notes, adjust language, or modify any calculations before exporting.

Is my client data secure?

Enterprise-grade encryption. SOC2 compliant. Your uploaded files are processed securely and never used to train AI models. Data is deleted after processing.

What if a client has multiple accounts?

Upload all their files together. Verlo automatically combines data from multiple custodians and account types into a single comprehensive letter.

Make tax season painless.

Join financial advisors who generate professional tax letters in minutes, not days.