Taxably collects, organizes, and understands every document your clients send — then tells your preparers exactly what's ready, what's missing, and what to do next.
Starts at $99/mo · No per-return fees · Cancel anytime
| Document | Type | Source | Confidence | Status |
|---|---|---|---|---|
| Martinez_W2_2026.pdf | W-2 | TaxDome | 98% | ✓ Organized |
| Chen_1099INT_Schwab.pdf | 1099-INT | Gmail | 95% | ✓ Organized |
| Patel_K1_Partnership.pdf | K-1 | Google Drive | 87% | ⚡ Review |
| Thompson_1098_Mortgage.pdf | 1098 | TaxDome | 96% | ✓ Organized |
| scan_20260203.jpg | 1099-MISC | 72% | ⚡ Review | |
| Garcia_W2_Target.pdf | W-2 | Canopy | 99% | ✓ Organized |
Connects to the tools your firm already uses
What Taxably Does
Watches your portals, drives, and email for new documents — from every client, every source, in real time.
Identifies 100+ document types, renames files your way, and files them back into your existing folders — automatically.
Builds prep sheets, consolidates duplicate document types, flags what's missing, and drafts client follow-ups for your review.
Two Products, One Workflow
Use one or both — they feed into the same dashboard, the same client profiles, the same prep sheets.
Desktop Agent
Runs on your workstation. Monitors TaxDome and Canopy portals. Watches Google Drive and OneDrive sync folders. Documents never leave your machine.
Cloud Dashboard
Your firm's command center. Connects to Google Drive, OneDrive, Gmail, and Outlook via API. Manage clients, review documents, configure rules, and generate prep sheets.
In-browser review is built in.
Review and classify documents right alongside your tax software — no separate window. Client data stored locally so you always have full context while preparing returns.
Intelligent Intake
A client emails a W-2. Another uploads a 1099 to TaxDome. A third drops a K-1 into Google Drive. Taxably identifies each one, renames it to your conventions, and files it into the right client folder — without you lifting a finger.
Built for Tax Season
Every prep sheet includes notes drawn from 144,000+ indexed tax law sections — relevant deductions, common errors, and IRC references for the preparer.
Multiple W-2s? Several 1099s? Taxably consolidates documents of the same type into one organized package, in order, ready for the return.
Knows what each client sent last year. Flags what hasn't arrived yet. Drafts follow-up emails your team reviews before sending.
Taxably remembers every client's history — prior-year documents, filing preferences, special situations. Context that makes your prep faster every season.
Reads client emails and attachments. Understands questions, extracts documents, and routes everything to the right place with full context.
Client uploaded the same W-2 through email and their portal? Caught and flagged before it ever reaches your workpapers.
Received
Missing
Preparer Notes
Two W-2s — verify withholding totals. Mortgage deduction limited to $750K (IRC §163(h)(3)). Prior year 1099-NEC for consulting — follow up by 2/28 if not received.
Prep-Ready Output
Taxably doesn't just organize documents. It consolidates them by type, cross-references tax law, and builds a prep sheet that tells the preparer exactly what's ready, what's missing, and what to watch for — before they even open the return.
Your Clients' Trust
Sensitive information is automatically redacted before reaching any AI model. Connect processes documents locally on your machine. Web uses secure, encrypted connections. Everything runs on AWS with a full audit trail.
Document types recognized
Tax law sections indexed
Classification accuracy
Tax software screens mapped
Why Taxably
vs. Soraban
$20–30 per return, 150-return minimum. You pay whether clients send docs or not.
Flat rate. No per-return fees.
vs. Blue J
Research tool only. Doesn't touch your documents, portals, or workflow.
Research + organization. All-in-one.
vs. Hiring
Seasonal admin hire. Training, errors, turnover. Gone in May.
Works 24/7. Scales instantly.
Simple pricing
The only difference is how many clients your firm serves.
Let Taxably handle the intake so your team can focus on what actually matters — preparing accurate returns.
Get Started — $99/moNo per-return fees. No contracts. Cancel anytime.