Open Financial Exchange (OFX) Format

Open Financial Exchange (OFX) Format is an accepted standard for the import and export of financial and tax information.

The OFX specification is available at the Financial Data Exchange Web Site

OFX Hosting

Our program will convert your data into OFX format.

We will host that data on our OFX server for import into tax software that can import from OFX servers including:

  • H & R Block
  • TaxAct
  • TurboTax