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Book to tax
in minutes,
not hours.

Because tax work should be easier, faster, and way more fun. File a tax return in 10 minutes with Tallyfor.
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Be a tax hero.

You are already an expert, now be a hero. Serve your clients better with your knowledge, not your typing. Deliver tax returns faster and more accurately than ever.
  • Automate book to tax
  • Deliver tax returns faster
  • Minimize extensions
  • Reduce staff turnover
  • Focus on tax strategy

"Tallyfor makes me actually look
forward to tax season."

Shannon, Polaris Taxes

Get a trial balance in the cloud.

Flow client accounting data straight into the Tallyfor cloud-based trial balance, adjust, and complete tax forms in a click.
  • Work with any accounting system
  • Standardize your processes
  • Reduce staff errors
  • Manage Workpapers and Journal Entries

"Tallyfor was my favorite tax tool this season."

Alex, Acuity

Have more fun.

Tallyfor makes taxes fast and fun. Complete corporate returns in minutes, instead of hours, and get out of the office sooner. Your staff will love it too!
  • Don’t be stressed during busy season
  • Generate more profit with less overhead
  • Empower your team
  • Do tax prep anytime, anywhere

"Stop the demo. You’ve answered all my questions. I want to buy."

Christine, High Rock Accounting
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A Tax Professional’s Guide to Automating Tax

How to Go From Book to Tax in Minutes, Not Hours

Trusted by tax professionals

“Tallyfor has modernized antiquated platforms, launching tax, tax flow, and tax tech into the 21st century. It’s so innovative it is actually shocking.”
Justin Prusiensky
“Tallyfor has far and away been the best customer service experience we have had all year.”
Christine Gervais
The Department Tax
“I just imported into Drake. OMG I love you.”
Joshua B. Standley
DKK Accounting, Inc.
“Tallyfor makes me actually look forward
to tax season.”
Shannon Culek
Polaris Taxes
“Tallyfor was my favorite tax tool this season."
Alex Townsend

Tallyfor plays nicely with any accounting and tax software.

Select the apps most important to your firm. Get data in and out in a snap.

Why Choose Tallyfor?

Tallyfor is the tax flow tool for modern CPA firms, empowering tax professionals to automate the tax trial balance and save hours per return by flowing data straight from book to trial balance to tax forms in three easy steps.

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Do I have to change my account status to business or creator?

Yes you do! In order to connect your account to Social Connect, you'll need to convert your Instagram into either a business or creator account.

Do I need to link a Facebook page with my Instagram account?

All creator or business accounts will need to have a Facebook page associated to it.

What is my minimum amount of followers required to share my insights?

There is no minimum amount of followers required to share your insights. Ideally, to make the insights more insightful, we recommend aiming for 1,000 followers. 

How long does a brand have access to my Instagram insights and can I remove the brand’s access to my insights?

Through your Social Connect account, you’ll be able to manage which brand is able to access your insights. You’ll also be able to disconnect your insights anytime you like. 

What insights from my Instagram account am I actually sharing with the brand? 

Only after you grant permission, the brand will be able to see your Audience Insights which you can find within your Instagram account. We also provide a snapshot of your data your sharing within your Social Connect account. 

Who can access my Instagram data?

Only the brands who you specifically give permission to. No other brand will be able to see your audience insights unless you provide them with your permission. 

How do you handle my personal data? Do you have access to my password?

The Social Connect app securely connects directly to Facebook in order to retrieve these insights. This ensures that all your insight data is stored via Facebook platform and not directly on Social Connect. 

Could this have a negative impact on my reach on Instagram?

This will definitely have no impact whatsoever on your reach on Instagram. The Social Connect app simply is a ‘read only’ which means we have no control over posts or stories. 

Will you be able to post posts on behalf of my account or make any other actions such as comments?

Similar to what was mentioned above. The Social Connect is ‘read only’, which essentially means we will never be able to do any actions such as posting or commenting on behalf of your Instagram account.

What will you Social Connect do with my data after I connect my Instagram account?

We will only share your post and audience insights to brands that you have given permission to. 

Why should I use Social Connect and not just send a screenshot?

Social Connect makes your life 
easier, more secure and trustworthy for both parties. Sending screenshots can be time consuming, however Social Connect leads to more successful collaborations between you and the brand. 

Have more questions?

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"Tallyfor has modernized antiquated platforms, launching tax, tax flow, and tax tech into the 21st century. It's so innovative it is actually shocking."
Justin Prusiensky, Managing Partner, GP CPA