Rally is an online tax preparation platform that lets individuals, freelancers, and small businesses complete and file their federal and state returns in about a minute. It automates data import from payroll, investments, and expenses, runs real‑time calculations with error checking, and provides a guided questionnaire that produces a ready‑to‑e‑file return, all stored securely in the cloud.
Funding
Funding not disclosed
Founders
Product
Problem
Individuals and small businesses often spend hours gathering documents, completing complex tax forms, and navigating confusing regulations, leading to delayed filings and potential errors.
Solution
Rally provides an online platform that streamlines tax preparation by automating data entry, performing real-time calculations, and guiding users through each step with a simple, questionnaire‑style interface. Users upload or connect their financial sources, and Rally’s engine extracts relevant information, applies the appropriate tax rules, and generates a completed return ready for electronic submission. The process is designed to be completed in about one minute, reducing the time and effort required compared to traditional manual methods. Secure cloud storage ensures data privacy, and the platform supports filing for both federal and state taxes with instant error checking and compliance validation.
Target Audience
Rally targets individual taxpayers, freelancers, and small business owners who need a fast, low‑cost solution for preparing and filing their annual tax returns.
Features
- Automated import of payroll, investment, and expense data via secure API connections or document upload
- Guided, step‑by‑step questionnaire that translates user inputs into a complete tax return
- Real‑time tax calculation engine with built‑in error detection and compliance checks
- One‑click electronic filing (e‑file) for federal and multiple state tax jurisdictions
- Secure, encrypted cloud storage of all tax documents and user data
- Instant preview of refund or liability amount with options for direct deposit or payment scheduling