Dext (formerly Receipt Bank) vs TaxCaddy
document extraction comparison · Updated June 2026
Dext (formerly Receipt Bank)
document extraction · paid
AI-powered document extraction and bookkeeping automation
TaxCaddy
document extraction · paid
AI-powered client document collection for tax preparers
Quick Comparison
| Feature | Dext (formerly Receipt Bank) | TaxCaddy |
|---|---|---|
| Category | document extraction | document extraction |
| Pricing Model | paid | paid |
| Price Range | $24-$66/mo per client | $6-$12/return |
| Free Tier | ✗ No | ✗ No |
| Target Market | SMB / Mid-market | SMB / Mid-market |
| Affiliate Program | ✗ No | ✗ No |
In-Depth Look
Dext (formerly Receipt Bank)
Automates data extraction from receipts, invoices, and bank statements using AI/OCR. Integrates with QuickBooks, Xero, and Sage. Reduces manual data entry by up to 90% for accounting teams. Handles multi-currency, multi-entity workflows.
Visit Dext (formerly Receipt Bank) →TaxCaddy
Automated client document collection and organization for tax preparation. AI categorizes uploaded documents, tracks missing items, and integrates with major tax preparation software. Reduces client follow-up by 70%.
Visit TaxCaddy →Used by These Professions
The Bottom Line
Both Dext (formerly Receipt Bank) and TaxCaddy are strong options in the document extraction space. Neither offers a free tier, so request demos from both to evaluate which fits your workflow.
Both are accessible to SMB and mid-market teams with transparent pricing.
The best choice depends on your team size, budget, and specific workflow requirements. We recommend trying Dext (formerly Receipt Bank) first, then evaluating TaxCaddy if it doesn't meet your needs.