tallyfor

What tallyfor does

Tallyfor is a cloud-based tax technology company that provides a trial balance and workpapers platform for tax professionals, primarily CPAs, tax preparers, and small-to-mid-sized accounting firms. The platform connects directly with major accounting software (Xero, QuickBooks Online) to import client financial data into a cloud-based Adjusting Trial Balance, where practitioners can make tax adjustments without altering the underlying books, and then exports the completed balance to leading tax filing products including CCH Axcess, Drake, Intuit ProConnect, Lacerte, UltraTax, and TaxCycle. Form coverage spans 1040, Schedule C, 1065, 1120, 1120S, and Form 8825 (real estate). Operationally, the company is incorporated as Tallyfor LLC in Delaware with a principal place of business in San Francisco, CA, and reports 1-10 employees.

The platform comprises several integrated products: Tallyfor Balance (the core trial balance and workpapers product), TaxCalc (a tax estimation tool with a PDF parser that ingests prior-year 1040 returns to generate current-year projections), WorkLESS Papers (a client document management solution), and Tallyfor Connect for Intuit (a Chrome extension that auto-populates Intuit ProConnect returns). A Multi-Property feature supports real estate tax preparation within a single binder. Active product development through 2025 included the Tallyfor Connect Chrome extension (January 2025), TaxCalc PDF Parser, Automated Trial Balance display settings and per-binder report customization (October 2025), and a BETA Karbon practice management integration enabling client synchronization and workflow linking.

Tallyfor operates a product-led growth model with three subscription tiers (Solo at $750/month for 25 Automated Trial Balances, Team at $2,500/month for 100 ATBs, and Group at $5,000/month for 250 ATBs), plus per-return overages of $20-27 above the included allocation. New users receive their first 5 returns free and can onboard in approximately 5 minutes via self-serve signup at app.tallyfor.com, with a sales-assisted motion ([email protected]) for enterprise and team deals. Marketing is community-led: a blog/newsletter authored by co-founder Peter Wen, weekly webinars, AICPA Engage and AccountingWEB Live Summit participation, and podcast appearances on Jason Staats, Accounting High, Federal Tax Updates, and Earmark build top-of-funnel awareness among tax practitioners. No funding rounds, institutional investors, or revenue figures are publicly disclosed.

Name

tallyfor

Legal name

Tallyfor LLC

Website

https://tallyfor.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

Tallyfor provides a cloud-based trial balance and workpapers platform for CPAs and accounting firms, integrating with Xero, QuickBooks Online, and major tax software to automate the book-to-tax workflow.

Ownership category

akta.pro rank

Product category

Tax Practice Automation Software

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Software Publishers (513210)

SIC

Services-Computer Processing & Data Preparation (7374), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Expense Management & Reimbursements Administration (BPACAIAH)

Keywords

• Cloud trial balance software
• Tax preparation automation
• Book to tax workflow
• Accounting workpapers platform
• Tax professional SaaS

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Marketing or Sales, Infrastructure, Personnel, Operations

Revenue model

1. Subscription Plans (Per-Return): Tallyfor sells subscription plans (Solo, Team, Group) that include a set number of Automated Trial Balances (ATBs/returns) per period. Additional ATBs are charged at per-unit rates above the included allocation. Plans are billed as subscriptions with no per-return commitment above the base allocation.
2. Overage Charges (Per-Return): When users exceed their included ATB allocation, they are charged per-return overage fees. Rates vary by plan tier: $27/ATB for Solo, $23/ATB for Team, $20/ATB for Group. This is a usage-based overage on top of the base subscription.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels9 records

Core offering

Tallyfor provides a cloud-based trial balance and workpapers platform (Tallyfor Balance) that imports data from accounting systems such as Xero and QuickBooks Online, applies tax categorizations, and exports completed tax forms to downstream tax software. The suite also includes TaxCalc for prior-year-return PDF parsing and tax projections, WorkLESS Papers for organizing client workpapers and attachments, and Tallyfor Connect, a Chrome extension that auto-populates Intuit ProConnect returns. The product is sold as a SaaS subscription targeted at CPAs and tax preparers preparing individual and business returns.

Differentiator

Problem solved

Functional benefit

Brands

• TaxCalc: Tax estimation tool that simplifies tax projection by importing PDF tax returns and automating calculations for income, investments, retirement, and business income.
• WorkLESS Papers
• Tallyfor Balance
• Tallyfor Connect for Intuit

Products and services

• Tallyfor Balance
• TaxCalc
• WorkLESS Papers
• Tallyfor Connect for Intuit

Quantifiable outcome

• File a tax return in 10 minutes with Tallyfor
• +3 more outcomes

Named customers6 records

Segments1 record

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

AI capability3 records

Feature6 records

Partnerships

One partnership is on record.

• KarboncoreTechnology or IntegrationTallyfor has a BETA integration with Karbon, a practice management platform for accounting and tax firms. The integration enables client synchronization (importing Karbon organizations into Tallyfor as clients with return type detection), workflow integration (linking Karbon work items to Tallyfor binders with automatic status updates), and document management (Open in Balance links from Karbon to Tallyfor tax files). The integration requires Tallyfor Admin permissions and a Karbon account with API access.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Direct peers

• SurePrep: Direct competitor in cloud-based tax workpapers and trial balance automation for accounting firms; SurePrep's 1040SCAN, GruntWorx, and TaxCaddy products overlap directly with Tallyfor's core book-to-tax workflow. Acquired by Thomson Reuters, giving it significantly greater distribution.
• TaxCaddy: Tax document and workflow platform from Wolters Kluwer serving accounting firms and taxpayers. Overlaps with Tallyfor's WorkLESS Papers and tax-preparation workflow automation, and is now owned by the same parent as CCH Axcess.
• Karbon: Practice management platform for accounting and tax firms. Tallyfor has a native BETA integration with Karbon, and the two compete for workflow mindshare within the same accounting-firm buyer, making Karbon both a partner and an adjacent competitor.

Emerging players

• Canopy: Practice management software for accounting firms with workflow, document management, and client portal capabilities. Competes with the broader Tallyfor workflow story and targets the same SMB/mid-market tax and accounting firms.
• TaxDome: All-in-one practice management platform for accounting and tax firms offering client CRM, document management, workflows, and invoicing. Targets the same horizontal segment of tax professionals as Tallyfor's combined WorkLESS Papers and TaxCalc offerings.

Broad incumbents

• Intuit ProConnect Tax Online: Cloud tax preparation suite from Intuit used by tax professionals; Tallyfor integrates with it via the Tallyfor Connect Chrome extension. As an incumbent with massive distribution, Intuit is both a key distribution channel and a latent competitive threat if it ships native workpaper features.
• Wolters Kluwer CCH Axcess: Enterprise tax and accounting platform from Wolters Kluwer including CCH Axcess Tax and SurePrep/TaxCaddy. Directly competes with Tallyfor's book-to-tax automation and bundles workpaper capabilities inside a much larger tax/accounting suite.
• Drake Software: Established U.S. tax preparation software for professionals with Drake Tax and Drake Accounting. Tallyfor integrates with Drake, making it both a partner and a competitive incumbent for the same tax-pro buyer.
• Thomson Reuters UltraTax CS: Professional tax preparation software from Thomson Reuters, part of the same suite as SurePrep and ONESOURCE. Tallyfor supports direct export to UltraTax, positioning it as a workpaper layer on top of this entrenched incumbent.

Regional players

• TaxCycle: Canadian tax software with growing U.S. support, directly integrated with Tallyfor for data export. Comparable in workflow philosophy (modern, cloud-friendly) and competes for the same digitally forward tax professionals.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xtwitter.com/tallyfor
• YouTubeyoutube.com/channel/UC7of9z12pazO1I_Pu8HPHgg
• LinkedInlinkedin.com/company/tallyfor

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about tallyfor