Busy season is better with Xero and Tallyfor

Get from books to tax in minutes - not hours - with tightly integrated accounting and tax preparation
“In short, Tallyfor delivers on the promise of modern cloud software: it's fast, efficient, cost-effective, and a joy to use. We’re thrilled to have made the switch and strongly recommend it to any firm looking to streamline their tax prep process.”

Pat Gineris | Managing Principal
“I'd estimate we are saving at least 2-5 hours per return depending on the complexity of the return. It's well worth the investment and the customer support is absolutely incredible! Can't recommend Tallyfor enough!”

Shannon Culek | Managing Principal
“We've learned it's not just in the data input function, but the reporting and workflow from Tallyfor is very beneficial to the tax return review process as well.”

Andy Parker | Founder

Eligible Xero Partners get a free year!

  • Offer applies to Xero Partners who are connecting new Xero organizations to Tallyfor 
  • Offer does not apply to Xero organizations previously connected to Tallyfor
  • First year fees are waived solely for Tallyfor binder usages linked to Xero organizations
  • Partner must attend live virtual training and connect all Xero organizations within 90 days of subscription signup (each partner is entitled to a 1 hour dedicated session for their team; additional sessions available for teams larger than 10)
  • Partner may choose to purchase additional Tallyfor binders for use with clients on other general ledger systems
  • At the end of the 12 month Tallyfor subscription term, Partner’s subscription will renew at the standard Tallyfor pricing ($35/binder minus any volume discounts)
  • Subscription can be canceled prior to the renewal date via the self-service portal or by emailing billing@tallyfor.com

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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A Tax Professional’s Guide to Automating Tax

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

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FAQs

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

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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?

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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?

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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?

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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? 

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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?

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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?

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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?

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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?

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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?

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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?

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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