The concierge service
What happens when you use GetScheduleFA
Five steps from sign-in to a delivered Schedule FA CSV, and exactly what we do with what you upload along the way.
Step by step
The five-step flow
1. Sign in with Google
Signing in is required before anything can be uploaded — there's no anonymous upload path.
2. Upload your documents
Add the broker statements and tax documents for the filing year. We check each file as it lands.
3. Review your documents
Here's what we recognized. You can add anything that's missing before you submit.
4. Review and submit
A last look before your documents are sent for preparation.
5. Download
Your Schedule FA is prepared and verified before delivery, and emailed to you within 24 hours. You can also download it here once it's ready.
The price
₹499, paid after you submit
Payment instructions come with your delivery email — you submit your documents first, and pay once your Schedule FA has been prepared.
What we do with what you upload
Uploaded, used once, deleted on request
The documents you upload are transferred to and stored on our server, used solely to prepare your Schedule FA CSV — never for anything else. Email us once you have your CSV and we will delete them. This is the opposite of how the product used to work: the discontinued free browser tool (formerly at /app and /sample, both of which now redirect here) parsed statements entirely client-side and never uploaded them anywhere. The concierge service works the other way by design, because a person — not just your browser — now prepares and verifies each filing.
Before you sign in
What the sample preview shows
Ready to start?
Sign in, upload your Schwab or Interactive Brokers statements, and your Schedule FA CSV is emailed within 24 hours.
Get started