Resources
The Taxably blog.
Field notes and use-case walkthroughs on tax-firm operations, document handling, and how we are building Taxably.
Use case: a solo EA, 300 clients, one inbox
What the first week with Taxably looks like for a one-person practice where every client sends documents a different way and February is triage.
Read the walkthrough →Use case: a three-preparer firm that changed nothing
A small firm on TaxDome and Lacerte adds Taxably without touching its stack: one watched workstation, prep sheets on the shared drive, reviewers who stop alt-tabbing.
Read →The pile is the problem
Tax season does not slow down at the preparing step. It slows down earlier, in the weeks a firm spends figuring out what clients sent, what it means, and what is still missing.
Read →What privacy-first actually means here
Most vendors answer the data question with a certification. We think the better answer is an architecture where the data worth stealing never persists on our side at all.
Read →Why Taxably does not type into your tax software
Half the products in this market want to enter data into your tax software, and a few want to prepare the whole return. We stop at the prep sheet on purpose. Here is the reasoning.
Read →