Simple and transparent pricing.
Unlimited users. No setup fees. No surprises.
Real returns
10×
savings
Save 2 hours per entity, per year.
All-inclusive
$6
/ year per entity
12-month initial term.
What Clients Say
"I wasn’t sure what to expect with a new system, but Taxy is very easy to use. Being able to see what I’d provided in previous years was especially helpful when I applied for a loan."
"I like using Taxy because it's more collaborative than email, and it’s much easier to send back exactly what my accountant needs."
"I have several entities, and I like sending documents throughout the year. Taxy is a lot clearer than emailing, and now I know whether I’m the one holding things up."
“I love using Taxy. It’s easy to use, and takes a lot of the stress out of sharing documents. If I ever had to change accountants, I’d absolutely ask the new firm to use it as well.”
Getting started is simple – we guide you through every step.
We’ll handle the setup so your workspace aligns with your existing workflows, not replaces them.
- Start by sharing with us how you currently collect and track client tax information.
- Send over any checklists or templates you already use and we’ll load them into the platform for you.
- You choose where to begin – most firms simply start with one multi-entity client group.
- Keep your existing workflow running in parallel until you’re comfortable. It'll naturally phase out.
Email wasn’t built for modern tax workflows.
See what is.
When you meet with us, it’s not just a demo.
We’ll show how a firm like yours adopts Taxy alongside existing workflows — and starts seeing value within weeks, not quarters.
