Book a demo
Thirty minutes on Google Meet. We share our screen, point Taxably at a folder of sample clients, and you watch it read them and build the prep sheet. Nothing to install and nothing to send us beforehand.
The sample clients are invented. Every name, address, EIN and figure is a placeholder with no connection to any real person, so no taxpayer's documents are on the call.
Pick a time
Thirty minutes, any open time. Nothing to request and nobody to wait on.
The calendar comes from Calendly, our scheduling provider, and loads only when you ask for it. Once it loads, Calendly can set its own cookies and receives what you enter, under its own privacy notice.
Calendar not loading? Open the scheduling page directly, or email support@taxably.ai.
If your firm's IT blocks Calendly or Google Meet, email support@taxably.ai and we will set up the call another way.
What we will cover
Security
What leaves your office and what never does, what we keep, and what your clients' names are replaced with before anything is stored.
It reads a folder
We point it at a pile of documents, the way a client actually sends them, and you watch it sort out what each one is and whose it is.
The prep sheet
One bookmarked PDF per client. Cover, contents, a page for every section in play, and the original documents behind each one.
What it costs you
The two numbers, worked against your own client count, with the free ten. No quote to wait for.
Bring your questions. If something does not fit your practice, we would rather tell you on the call than after you have signed up.