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Tallyfor

By Tallyfor
Featured app
5 out of 5 stars
Free trial available
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Book to tax in minutes, not hours. 🚀 Eligible Xero Partners can get a free year of Tallyfor!*
Rated
5.0
out of 5
Reviewed by
11
Xero users
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Overview

Tallyfor is the modern platform for tax engagements, leveraging automations and APIs to reduce preparation time by up to 90%.

With Talllyfor, you can:

📒 Pull trial balance data directly from Xero

🤖 Automatically map accounts to tax lines

🧮 Make adjusting entries

📑 Organize and annotate support documents

💻 Import balances directly into tax software

⬅️ Post journal entries to Xero

Tallyfor
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Tallyfor + Xero

Tallyfor pulls accounts, organization details and trial balances from Xero. With our 'Kickstart from Xero' feature, you can setup a client in just minutes (or less) and import their data straight into your tax software.

Additionally, journal entries can be pushed from Tallyfor into Xero.

Say goodbye to data entry, human errors and broken roll-forwards. Say hello to a more productive and less busy tax season.

Get a free year of Tallyfor!

  • 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 dedicated, 1 hour live virtual training and onboarding session
    • Additional sessions can be scheduled for teams with more than 10 users
  • 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

Reviews & ratings

5.0 out of 5 stars
11 Reviews

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Most recent reviews

CF
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.

Additional info

Shared data

Xero
Tallyfor
Accountsshared from Xero to Tallyfor
Reportsshared from Xero to Tallyfor
Manual Journalsshared from Tallyfor to Xero

Functions

Accountant tools

Industries

Professional servicesAccounting

App details

By Tallyfor
Added in 2020

Countries

United States

Languages

English

Support

Contact supportsupport@tallyfor.com

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Try Tallyfor for free

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