Taxably Connect
Tax workflow automation software
A code-signed Windows application that a firm installs on one PC and points at wherever its client files already live. It reads every document a client sends, classifies it, files it to the right section of a return, flags duplicates, and produces a single bookmarked PDF prep sheet per client per tax year, sitting beside the source documents and ready to key into the firm's existing tax software.
- Single bookmarked PDF prep sheet per client per tax year, organized the way reviewers read a return
- Every page indexed, every form filed to its section, duplicates flagged, and open items shown as NEEDED cards
- Watches existing client folders in TaxDome, Canopy, OneDrive for Business, Google Drive Desktop, Dropbox or network shares -- no portal or upload step
- Output sits beside the source documents for keying into Lacerte, Drake, UltraTax, ProConnect, ProSeries or ATX
- Local-first privacy: names and tax IDs are tokenized on the firm's workstation and never cross the network; working copies are deleted after reading
- Published pricing with no seats, tiers or per-return fees: first 10 clients free, then $8 per client per year and $6 past 500, billed monthly
Built for
Solo and small independent CPA and tax firms