Tallyfor is a cloud tax-workpaper platform that helps CPA firms move client books and documents into tax-ready deliverables.
– A cloud trial balance imports QuickBooks, Xero, or spreadsheet data and supports book, reclassification, tax entries, mappings, and rollforwards
– WorkLESS Papers connects source documents to trial-balance accounts in a reviewable binder with traceability from return figures to support
– Business-return workflows cover adjustments, M-1 reconciliation, form mapping, and export to professional tax software
– TaxCalc supports line-by-line individual projections, scenario comparisons, state calculations, and estimated payments
– Fits CPA firms replacing spreadsheet trial balances and desktop binders with a connected book-to-tax workflow.
