Built for Tax Professionals like You. Grow your tax practice with cross team coordination and time saving smarts.

    Overview

    One place for all your accounting and tax adjustments.

    Get it right for the tax-basis view. Create Tax Group, Tax only accounts and rename accounts appropriately for the tax return. Sync directly with CCH Axcess.

    Explore all features of Tallyfor

    Tallyfor + Xero

    Streamline your client's corporate tax filings. Automation and systematic data flows reduce the cost to serve.

    Reviews & ratings

    5.0
    11 Reviews
    5 star
    (100%)
    4 star
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    3 star
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    CF
    Cynthia Finkenbinder
    Posted

    Importing into Drake made Easy

    I love this app. It makes getting large data files from Xero into Drake tax software. It has saved me so much time especially with larger clients and it is so much easier to make sure nothing is missed
    SC
    Shannon Culek
    Posted

    Seamless Integration for Tax Prep

    Some apps make big promises, but don't deliver. Tallyfor is NOT one of these - they are truly changing the tax preparation game! It saved us countless hours and headaches last tax season. As a small firm, we had been exporting reports to Excel and manually making notes, adjustments, etc. before entering the information into our tax software. Now with two clicks, we can import everything into Tallyfor. From there we mapped everything to the tax return, made notes, adjusting entries, and then imported the file into Drake Software. This year will be even better because our tax mappings are saved. 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!
    TH
    Tom Haydock
    Posted

    Big time saver

    Tallyfor has been a big time saver. We've been using Tallyfor for about a year and it has made our lives so much easier. Implementation was seamless and their support team always gets back to you if you have any questions. Tallyfor will help improve your work process and give you more time to interact with your clients.
    Additional info

    App details

    Added in 2020

    Countries

    United States

    Languages

    English

    Support

    Setup walkthroughIntegration walkthroughsupport@tallyfor.com

    Follow

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