About the company
What is Taxably?
Taxably is a tax technology company that helps independent CPAs and small tax firms turn every document a client sends in into a single bookmarked PDF prep sheet per client per tax year.
The Taxably software
The Taxably software runs locally on the firm's own Windows workstation. The desktop application is called Taxably Connect; it lives in the tray, watches the client folders the firm already uses (TaxDome, Canopy, OneDrive, Google Drive Desktop, a network share, any local path), reads new documents as they arrive, and builds a bookmarked PDF prep sheet for each client when the firm starts a build, or on its own on Auto-pilot.
Taxably Connect never sends client documents to Taxably's servers. To be read, each document's pages go from the workstation straight to the reading provider named on Taxably's subprocessor list, which is not permitted to train on them; Taxably's servers are not on that path. What they keep carries placeholders where the names would be, and only the workstation can match a placeholder back to a real client. Only the firm sees both halves in the same room.
The Taxably tax platform
The Taxably tax platform is the combination of Taxably Connect (the desktop application on the firm's own computer, which sends each document's pages straight to the reading provider named on Taxably's subprocessor list) and the Taxably account at app.taxably.ai where a firm manages billing, devices, members and clients. A firm's AI assistant connects to Taxably Connect on that same computer.
Taxably is not a 1040 filing engine. Reviewers open the Taxably prep sheet alongside whatever tax preparation software the firm already uses (ProConnect, Lacerte, Drake, UltraTax, ProSeries). Taxably is a first-pass review aid that sits one step earlier in the workflow, between the client's document drop and the preparer's data entry.
Who Taxably is for
The Taxably company serves U.S. tax firms and independent CPAs running 1040 practices. The first 10 clients are included at no charge, then $10 per return, plus $5 a month for the firm, billed monthly for what you actually built on a rolling cycle. A return is one client for one tax year. There are no page charges, no seats, and no tiers.
Taxably is not for enterprise tax departments, not for international filings outside the U.S., and not for consumer tax filing. Those workflows are well served by other companies and Taxably is intentionally not in competition with them.
Where Taxably came from
Taxably was founded in 2026 by Sameer Shah. The Taxably company is incorporated as Taxably, Inc. in the United States and is privately held. The first release of Taxably Connect shipped in early 2026; the release that underlies the current Taxably tax platform shipped later the same year.