Tally is an autonomous accounting AI platform that powers tax advisory services for businesses. Tally combines artificial intelligence with certified U.S. CPAs to deliver expert, personalized tax advice, year-round tax planning, and automated tax filings for federal and state income tax, personal returns, and R&D or other tax credits.
How Does Tally Work?
Tally's platform leverages AI-guided financial planning to optimize tax outcomes and identify tax avoidance opportunities for its clients. The system provides:
- Access to personalized, CPA-level guidance through AI-powered advisors
- Proactive, ongoing tax optimization and planning
- Automated preparation and filing of tax documents, including federal, state, and personal returns as well as credits
Who Uses Tally?
Tally primarily serves vertical SaaS leaders, fintech companies, and payroll platforms looking to extend advanced tax advisory services to their customers. Notable companies using Tally include:
- Gusto
- Shopify
- Rippling
- DoorDash
- BLVD
What Sets Tally Apart?
Tally differentiates itself by integrating autonomous AI with the expertise of certified CPAs, offering a blend of automation and personalized service. This approach allows partner platforms to deliver high-quality, scalable tax advisory and compliance to their own clients while reducing manual effort and risk.
Who Founded Tally?
Tally Technologies, Inc. was founded by Jason Brown and Jasper Platz, who developed the company to address the need for smarter, automated tax solutions in the financial technology and SaaS ecosystem.
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