Add an electronic signature to your PDFs or use OCR to convert scanned documents into editable text.
Add an electronic signature to your PDFs or use OCR to convert scanned documents into editable text. This guide walks US business owners and bookkeepers through the practical steps, combining real-world workflows with IRS documentation requirements.
ClearVault offers tools to process PDF bank statements, invoices and other financial documents efficiently. Everything runs in your browser: no uploads to external servers, and files are automatically deleted after 24 hours.
IRS record retention: 7 years. Official standard: QFX (Quicken), OFX and CSV.
Need to do this for many statements? Upload your PDF on the <a href="/en-us/">homepage</a> and get CSV, QBO or OFX in seconds.