PRACTICE PLATFORM —FOR CPA & BOOKKEEPING FIRMS
The operating system for the modern accounting firm.
Client onboarding, AI bookkeeping, document collection, e‑signature, and a portal your clients will actually use — on one client record, with an audit trail under all of it.
NOW ONBOARDING FOUNDING FIRMS · WHITE-GLOVE MIGRATION INCLUDED
| Date | Description | Source | Amount | Account | Status | Trace |
|---|---|---|---|---|---|---|
| 03/02 | ACH DEPOSIT — GREENSCAPE HOLDINGS | ••4821 | +8,250.00 | 4010Service revenue | MATCHED | A·EXACT |
| 03/04 | HOME DEPOT #4821 ATLANTA GA | ••4821 | -412.19 | 6210Supplies | MATCHED | A·EXACT |
| 03/07 | SHELL OIL 5744 MARIETTA GA | ••4821 | -86.44 | 6420Fuel | MATCHED | B·FIRM |
| 03/11 | CHECK #1231 | ••4821 | -1,500.00 | Needs client answer | FLAGGED | — |
| 03/12 | SQ *THE GARDEN CTR KENNESAW | ••4821 | -614.02 | 6210Supplies · suggested | FLAGGED | — |
| 03/14 | USPS PO 3374400134 KENNESAW GA | ••4821 | -29.60 | 6250Postage | MATCHED | C·GLOBAL |
| 03/18 | TRANSFER TO SAVINGS ••7130 | ••4821 | -5,000.00 | 1020Transfer clearing | REVIEW | — |
| 03/19 | WIRE OUT — BLUE RIDGE EQUIPMENT CO | ••4821 | -12,400.00 | 1510Equipment · suggested | FLAGGED | — |
Practice software for CPAs and bookkeepers — not project software wearing a green eyeshade.
Enter client data once. Portal, bookkeeping, documents, and work items all read the same record.
Actor, IP, timestamp — across documents, sign-offs, and books. Audit-ready by design.
SSNs and EINs field-level encrypted. SOC 2-aligned controls on every surface.
Your firm runs on five subscriptions and a spreadsheet.
Each tool holds a different copy of the client — one in the portal, one in the e‑sign vault, one in the task tracker, one in your inbox. You pay for the seats, and your staff pays the re‑keying tax between them.
| Today | The tax it charges | On Taxly |
|---|---|---|
| Client portal & file requests (ShareFile-style) | The tax it chargesClients email attachments anyway | On TaxlyBranded portal at yourfirm.taxlyportal.com— requests, uploads, messages |
| E-signature (per-envelope pricing) | The tax it chargesEvery engagement letter meters the bill | On TaxlyIn-house ESIGN/UETA e‑signature EARLY ACCESS |
| Task tracking (spreadsheet or generic PM tool) | The tax it chargesNothing recurs by itself; tax season lives in someone’s head | On TaxlyRecurring work engine with CPA task types built in |
| Bookkeeping data entry | The tax it chargesStaff hours keying statements into the GL | On TaxlyAI reads the statements; your team reviews |
| Client back-and-forth (email threads) | The tax it charges“Where do I upload this?” ×400 clients | On TaxlyOne thread per client, inside the record |
Every tool you retire is one fewer place your clients’ SSNs live. Consolidation isn’t just cheaper — it shrinks your attack surface.
Follow one client through Taxly.
From the first intake questionnaire to the signed engagement letter — here’s the year, on one system. (Screens shown: a seeded demo firm, “Meridian Ledger & Tax,” and its client “Acme Landscaping LLC.”)
Onboarding that doesn’t start with a blank email.
A guided wizard captures the entity, contacts, and services once — then it’s everyone’s single source of truth. Intake questionnaires go out as structured requests, not PDF attachments, and AI document processing pre-fills answers from the files clients upload. New client to working file in one sitting.
- WIZARDguided entity + contact intake
- QUESTIONNAIREStemplate library, 1040 organizer preset
- AI PREFILLuploaded docs answer questions automatically
A portal your clients will actually use.
Every firm gets a branded portal at yourfirm.taxlyportal.com. Clients see exactly what you need from them — document requests, questionnaires, messages — and nothing else. Files land in the right folder on the right client, already logged. Fewer “where do I send this?” calls; zero attachments in your inbox.
THE PORTAL IS A FIRM FEATURE — YOUR BRAND, YOUR CLIENTS, OUR RAILS
Bank statements, read by AI. Reviewed by you.
Upload a statement PDF and Taxly parses it page by page, then categorizes every line through four tiers — exact merchant match, fuzzy match, your category rules, and only then a flag for human review. You approve, post journal entries, and close the period. Live bank feeds via Plaid are rolling out to early-access firms.
- PARSEpage-by-page statement extraction
- CATEGORIZEmerchant → fuzzy → rules → flag
- CLOSEJE posting, batch approval, period close
PLAID BANK FEEDS · EARLY ACCESS
| Date | Description | Amount | Tier | Account | |
|---|---|---|---|---|---|
| 03/02 | SITEONE LANDSCAPE SUPPLY #211 | -1,284.50 | T1 · EXACT | 6210Materials & Supplies | |
| 03/03 | WEX FLEET FUEL 004-882 | -412.09 | T3 · RULE | 6420Fuel | |
| 03/06 | HOME DEPOT #4512 | -318.77 | T2 · FUZZY | 6210Materials & Supplies | |
| 03/10 | SQ *GREENSCAPE NURSERY | -206.13 | FLAGGED | Select account | |
| 03/11 | JOHN DEERE FINANCIAL PMT | -1,730.00 | T1 · EXACT | 2510Equipment loan | |
| 03/13 | CHECK #1183 | -950.00 | FLAGGED | Select account | |
| 03/14 | USPS PO 4471 | -28.40 | T2 · FUZZY | 6250Postage & shipping | |
| 03/16 | STRIPE TRANSFER ST-88213 | +4,120.00 | T3 · RULE | 4010Client payments |
The month’s work, generated before anyone asks.
Recurring rules turn each client’s services into work items automatically — monthly bookkeeping, quarterly sales tax, the annual return — with CPA-native types and statuses, not generic to-dos. Board or table, yours or your team’s queue. Nothing lives in someone’s head through March.
E-signature without the per-envelope tax.
EARLY ACCESSEngagement letters and consents get signed in the same portal your clients already use — ESIGN/UETA-designed consent flow, a tamper-evident certificate sealed with a cryptographic signature, and the final PDF held in write-once storage for the retention period. No third-party e‑sign bill, no envelope counting.
Built like you’ll be audited. Because you will be.
You hold SSNs, EINs, and bank data for every client you serve. Taxly is designed so that protecting them is the default, not a setting.
Every firm’s data is partitioned and every request re-verified against the firm it claims. Cross-firm access isn’t a permission — it’s not a path that exists.
SSNs and EINs are encrypted as fields, on top of encryption at rest and TLS in transit.
Every view, upload, edit, and signature is logged with actor, IP, and timestamp — and you can read the log.
E-sign completions are hash-sealed with an asymmetric key and stored write-once. Tamper-evident, independently verifiable.
We say “SOC 2-aligned,” not “certified,” until the audit is done. You’d insist on the same distinction.
Built with practitioners, not just near them.
Taxly started with a simple observation: the average small firm pays for five systems that don’t talk, then pays again in staff hours making them talk. We built the system we kept hearing firms describe — one client record, AI where it saves hours, an audit trail everywhere. Founding firms shape the roadmap directly.
— THE TAXLY TEAM
Early firms get white-glove migration, direct access to the team, and a locked rate.
Per-seat. No meter running.
One price per team member. Clients and their portal access are always free.
E-signatures, document requests, questionnaires — included, uncounted.
Firms that join during early access lock their rate. In writing.
One conversation and you’ll have a number — no “contact sales” theater.
Book a demoFrequently asked questions
What does migration actually look like?
Does Taxly replace my tax software?
Is my clients’ data safe?
Does the AI train on my clients’ data?
Is the e-signature legally binding?
What does it cost?
Run the whole firm from one system.
A 30-minute demo with the people who built it. Bring your worst client-onboarding story.