Taxy offers a cloud-based workflow platform that streamlines tax document collection for accounting firms. It centralizes client information, provides real-time progress tracking, and uses customizable templates to ensure complete submissions, reducing administrative overhead and improving tax preparation efficiency.
Funding
Funding not disclosed
Founders
Product
Problem
Accounting firms often struggle with inefficient tax document collection processes, relying on manual checklists and fragmented email communication. This leads to a lack of visibility into client progress, incomplete information submissions, and significant back-and-forth communication, hindering timely tax lodgments.
Solution
Taxy provides a secure, cloud-based workflow platform designed to streamline tax document collection for accounting professionals. The system replaces manual checklists and email chains with a centralized system that offers real-time visibility into client progress and outstanding requirements. Users can leverage customizable, reusable templates to ensure clients provide accurate and complete information, thereby reducing administrative overhead and improving operational efficiency. This structured approach minimizes communication bottlenecks and facilitates a more organized and timely tax preparation cycle.
Target Audience
The primary customers are accounting firms and tax professionals seeking to optimize their client onboarding and data collection processes for tax preparation.
Features
- Centralized client document collection portal with real-time progress tracking.
- Customizable, reusable tax information request templates that can be rolled over annually.
- Integrated communication tools for sending targeted follow-ups linked to specific requirements.
- Live dashboard providing an overview of outstanding client submissions and team progress.
- Secure data handling to ensure client information is protected.
- Audit trail of all communications and document submissions.