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Tallyfor

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Reviews by verified Xero users.
5.0 out of 5 stars
11 Reviews

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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
SC
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!
TH
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.
SJ
Scott J. Scarano, EA
Posted 26 Oct 2021
5 out of 5 stars

The Zapier for Book to Tax!

The reason we're adopting Tallyfor at our firm is to create more time and space to better serve the client and less time being the middleman carrying information from Xero to UltraTax, and it is going to increase our capacity without increasing our labor costs and time spent in the office!
LR
Laura Ring
Posted 20 Oct 2021
5 out of 5 stars

Amazing how fast prep can be

I've been using TallyFor for about a year and can't believe the time my team is saving. In about 20 minutes I can get a basis S Corp with 1 state done and ready for review. Takes a little longer with more complex returns, but not much more. It's amazing technology and the service/support top notch! Thank you Team TallyFor for giving us more time to do the value-added work our clients really want and need.
AT
Alex Townsend
Posted 18 Oct 2021
5 out of 5 stars

Saved hours of prep time!!

TallyFor has been an amazing app this tax season. With the ability to import directly from Xero and all of TallyFor's east to use features, I have save hours of preptime this tax season. I can't wait to save even more time next year with their ability to roll Tax groupings and AJEs. TallyFor was the answer I was looking for when searching for a tax only working trial balance software. I cannot recommend them enough!!
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