DepreciationConverter
Convert a schedule

For CPAs and EAs · Drake · Lacerte · ProConnect

The prior CPA sent a PDF.
We send back your
import template.

Upload the depreciation schedule you inherited — printed from any suite, or scanned. You get a file formatted for Drake's 4562 import, Lacerte's Fixed Asset Import, or ProConnect's depreciation template. No re-keying 185 assets. No three-hour Adobe ritual.

Convert a schedule First one free. Try it on an old client file.
Re-keying costs
$364–728
2–4 hrs at the $182 NATP average
This costs
$49
per schedule, no subscription
Turnaround
~5 min
including your review

Reconciliation — Schedule E, 123 Main St

37 assets

Total Per PDF Extracted
Cost / basis1,284,3001,284,300
Prior depreciation411,772411,772
Current depreciation46,70146,701
Difference—0.00
Totals tie

Every conversion is blocked at this screen until the cost, prior depreciation and current depreciation you see on the PDF equal the sum of the rows we extracted. If they don't, we point at the row that's off.

The tools you already pay for skip this document.

Scan-and-populate vendors read source documents — W-2s, 1099s, K-1s. A depreciation schedule is the preparer's own workpaper, so it falls outside all of them. In writing:

GruntWorx Populate

4562 is absent from the supported-forms list.

Organize and Populate cover source documents only.

SurePrep 1040SCAN

“Bookmarked only.” “Won't be captured.”

Their own extraction docs carve the 4562 out explicitly.

Official conversion utilities

They need the previous software's native file.

An inherited client only ever has the printout.

How it works

Four steps. The third one is the product.

  1. 01

    Upload

    The PDF as printed by Lacerte, UltraTax, Drake, CCH, ProSeries, Fixed Assets CS or Sage. Scans and homemade spreadsheets too.

  2. 02

    Transcribe

    Every asset, every treatment column — federal, state, AMT, book. SSNs and EINs are stripped on the way in.

  3. 03

    Reconcile

    Totals from the PDF against totals from the rows. Off by a dollar? You don't get a file until it's resolved.

  4. 04

    Import

    Download in your destination's exact format and run its import wizard.

Before you send us client data

You're required to vet us. Here's the file.

The FTC Safeguards Rule makes you responsible for the vendors that touch taxpayer data, and Circular 230 now comes with an IRS checklist for third-party AI tools. Rather than make you ask, the paperwork is on the site.

Security & §7216 → Vendor file for your WISP →

  • 100% US processing

    Infrastructure and the AI endpoint are both in the United States — the condition for disclosing to an auxiliary service without your client's written consent under Treas. Reg. §301.7216-2(d)(1).

  • Never trains a model

    Your client's data is not used to train AI models, by us or by any subprocessor.

  • SSN and EIN redaction

    Identifiers are removed on upload and never written into an export file.

  • 30-day retention, or delete now

    Uploads and extracted rows auto-delete within 30 days. One button deletes them immediately.

  • Transcription, not advice

    We never suggest a method, a life, or a correction. The tool copies what the schedule says.

Test it the way you'd test anything else:
on a client file you already know cold.

The first conversion is free. If the totals don't tie on a paid one, you don't pay for it.

Convert a schedule See pricing