SwitchingiPhone app

How to switch from DeductAble AI to DeductiBee

The export path here is short: filter to a tax year, tap Export, choose a format. Two things complicate it. Their own pages describe the free tier's export formats three different ways, and their release notes show a history of export defects worth knowing about before you trust a file you pulled months ago.

DeductAble AI today
Live at the time of writing. An iPhone app from RadOne LLC plus a web app, free to start with a paid All Access tier.
Can you get a file out
PartlyCSV, PDF, TXF
CSV and PDF export are documented, but their homepage FAQ, their blog and their App Store listing disagree about which of those the free tier includes. Only TXF is consistently described as paid.
Before you start

What trips people up moving off DeductAble AI

  • Their own materials contradict each other on what the free tier can export. The homepage FAQ, the blog and the App Store listing give three different answers, and only the TXF gating is consistent.
  • Home-screen filters could truncate prior-year exports on builds before 2.7.0, per their own release notes. Update, then re-export anything you pulled earlier.
  • Exports could come out with blank pages: release 2.6.4 shipped a fix to prevent blank pages in PDF, CSV and TXF exports when charity information was temporarily unavailable. Check row counts against what the app shows.
  • One App Store reviewer of version 2.5.0 wrote that the TurboTax import was disappointing because it only transferred the charity name and amount. That is one dated user report rather than vendor documentation, and we include it only because it points the same way as every other product's account of what TXF carries.
  • Account deletion is described as permanent and as removing stored attachments. Export first.
Step one

Get your records out of DeductAble AI

This is the finding, rather than a footnote to it. Their homepage FAQ says the free tier includes CSV and PDF export and that only TXF is premium. Their January 2026 blog post lists PDF exports as premium. Their App Store description groups TurboTax, CSV and PDF exports together under premium features. Only the TXF gating is consistent across all three. We are not going to pick one and present it as the answer, so verify in the app before you cancel a subscription or delete anything. Their terms state that if your account is terminated you may lose access to your data.

  1. 1Sign in on iPhone or in a browserThe same account works in the iOS app and in the web app, and they describe data as syncing between them, so export from whichever is easier.
  2. 2Update the app firstDo this before exporting rather than after. Their release notes for version 2.7.0 state that prior-year PDF and TXF exports now always cover that entire tax year, even when home-screen filters are active, which means older builds could hand you a truncated year without saying so.
  3. 3Filter the home screen to one tax yearExport is driven off the home-screen tax-year filter rather than a settings page, so set the year before you export.
  4. 4Tap Export and choose CSVTheir FAQ describes the path as: filter by tax year, tap Export, and choose PDF, CSV, or TXF. Take CSV if you are leaving, because it is the machine-readable one. It is also the format most consistently described as available without paying, though see the note above about their pages disagreeing.
  5. 5Save the file, do not only email itThe export sheet offers emailing the file or saving it. Save it to Files or download it in the browser so you keep your own copy rather than only sending it to a tax preparer.
  6. 6Repeat for every tax yearThere is no all-years export documented, and the filter is per year. If you exported a prior year from a build older than 2.7.1, export it again.
  7. 7Save your photos by hand before you leaveNo page of theirs we could find says whether attachments are included in an export, and their privacy policy is clear that attachments are stored on their servers rather than only on your phone. Given that, open each donation that has an image and save it out individually before deleting the account. This is a precaution against an undocumented answer, not a claim that the export excludes them.
Step two

Bring the file into DeductiBee

DeductiBee works out what the file is rather than asking you, so these three steps are the same whatever you exported from.

  1. 8Open Import in DeductiBee and pick your fileImport lives in onboarding and in Settings afterwards, so it is there whether you are new or have been using the app for a year. Choose the file from Files, iCloud Drive, or whatever app it landed in.
  2. 9Check the preview before anything is savedDeductiBee reads the file, works out which columns are which, and shows you what it found: how many donations, which tax years, and how each condition tier maps onto Like new, Good, and Fair. Nothing is written to your records until you accept that preview.
  3. 10Confirm the organizations it rebuiltMost exports list a charity name on every row rather than a separate list of organizations, so DeductiBee reconstructs the list from those rows and shows it to you to confirm or merge. Re-importing the same file later does not duplicate anything.

Importing your own history is free on every tier, permanently, and so is exporting your raw data again later. Neither is behind the paywall, on principle: your records are yours.

The honest part

What comes with you, and what does not

No migration is lossless. Knowing which half is which before you start is the difference between a move and a surprise.

Comes with you

  • Donation date and charity name
  • Item description and quantity
  • A condition tier per item
  • Fair market value per item and donation totals
  • Cash donations, including payment method
  • Mileage trips and their dollar amounts
  • Form 8283 worksheet fields, in the PDF export

Does not come with you

  • The AI's valuation reasoning, confidence scores, and the value ranges shown in the app
  • Tax savings estimates and year-over-year reporting
  • Charity favorites and any in-app verification status
FAQ

Questions about leaving DeductAble AI

Is CSV export free in DeductAble?
Their own pages give three different answers. The homepage FAQ says the free tier includes CSV and PDF export and that only TXF is premium; their blog lists PDF as premium; their App Store description groups TurboTax, CSV and PDF exports under premium features. Only the TXF gating is consistent. We are not going to resolve it on their behalf, so check in the app while you still have access.
Do my item photos come across?
Unknown, which is its own kind of answer. No page of theirs says whether attachments are included in an export, and their privacy policy is clear the images live on their servers. Save them out of individual donations before you delete anything. In DeductiBee, photos live on your device and come out with your data, so this question does not arise again.
I exported last year and the file looked short. Why?
Possibly a known defect. Their release notes for 2.7.0 state that prior-year PDF and TXF exports now always cover the entire tax year even when home-screen filters are active, which implies earlier builds did not. Update to a current version and export that year again.
Does DeductiBee read their CSV?
Yes, through its generic column mapper: it reads the header row, works out which column is the date, the charity, the description, the condition and the value, and shows you that mapping before anything is saved. Because their column names are not published, the preview is the point. The feature comparison is here.
Method

Where these steps came from

The steps above were read off DeductAble AI's own public pages on August 9, 2026, and those pages are linked below so you can check the work. Menus and wording in other companies' products change without notice. If something here no longer matches what you see, we would rather hear about it than leave it wrong.

What we could not confirm

  • The list above describes what the app records, not what the export file contains. Their CSV column set is not documented publicly: not whether it is a row per item or per donation, nor whether it carries charity address, condition or per-item value. DeductiBee maps the columns it finds and shows you the result before saving.
  • Whether photo and document attachments are included in any export. Nothing on their pages answers it either way, which is why the last step above says to save them by hand.
  • Whether CSV or PDF export still works after a subscription lapses on an account holding more than the free-tier donation cap.
  • Whether the web app's export controls match the iOS path. Their web app is a JavaScript shell that could not be inspected without an account.
  • Whether attachments can be downloaded in bulk anywhere, or only one donation at a time.
Keep reading

Next

Moving from something else

Bring it all with you

Your donation history should outlive the app you kept it in.

Import what you already have, value what you gave next with a source attached, and export the paperwork when you file.

Nothing to lose in the move

Import is free, re-importing the same file does not duplicate anything, and you can export your raw data again whenever you want.

Records that stay yours

Everything lives on your iPhone, syncing only through your own private iCloud database.

DeductiBee on the App StoreFree to start, with 20 new item entries a year. Import and raw export are free on every tier.