Your first hour with Taxably

Your files stay where they are. Taxably works in the folders you already use and writes one prep sheet into each client's folder.

Connect your client folders

1. Open Connect on the left and press Choose folder.
2. Pick the folder that holds one folder per client.
3. Choose "Each folder inside is a separate client" and connect it.

Taxably lists your clients from the folder names. It opens no document and charges nothing.

Build a handful first

1. Press Build prep at the top of the window.
2. Tick five or ten clients you know well and press Check selection.
3. Read the price line, then press Activate and build.

Home shows the build as it runs: Gathering, Reading, Sorting, Checking, Preparing.

Answer what it asks

Where the paperwork cannot settle something, such as whose a document is or which tax year it belongs to, Taxably asks you on the Review screen instead of guessing. Answer the last question for a client and that client's sheet is built.

Then build the rest

Open a few sheets from the Prep Sheets screen and check them against clients you know. When they read the way you expect, press Build prep again and choose the rest of your clients.