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By Tallyfor
5 out of 5 stars
Free trial available
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Built for Tax Professionals like You. Grow your tax practice with cross team coordination and time saving smarts.
out of 5
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Listed for
4 years
January 2020


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.

Tallyfor + Xero

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

Reviews & ratings

5.0 out of 5 stars
11 Reviews

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Most recent reviews

Cynthia Finkenbinder
Posted 17 Nov 2021
5 out of 5 stars

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
Shannon Culek
Posted 16 Nov 2021
5 out of 5 stars

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!
Tom Haydock
Posted 12 Nov 2021
5 out of 5 stars

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


Accountant tools


Professional servicesAccounting

App details

By Tallyfor
Added in 2020


United States




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