Spend less time on tax engagements. Document, annotate and produce your tax binders in the cloud.

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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References without hassle.

Bring your tax trial balance to life.  Easily support your work and collaborate with your team. Being thorough doesn’t have to mean being slow..
  • Attach notes, links and files to tax lines
  • Leave narration notes for your team
  • Link to doc storage and organizers
  • Drag and drop files into your binder

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

Shannon, Polaris Taxes

Tax binders without headaches.

Quickly assemble, annotate and publish tax workpapers. Standardize your processes as needed. Customize your deliverables when wanted. Backing up your work doesn’t need to be so much…work.
  • Verify book balances
  • Annotate, stamp and sign-off docs
  • Tie-out adjustments
  • Edit, format and publish engagement binder

"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

Get started with Worklesspapers

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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in 5 minutes.

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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

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.