Help and support.

Sign in at app.taxably.ai and open the Download page; the installer link there is minted for your firm. The installer is code-signed under a verified 'Taxably, Inc.' publisher, so Windows verifies it before install. Installation takes about a minute. The standard install is for your own Windows account and needs no administrator rights. Installed that way, Taxably Connect starts when you sign in to Windows, keeps working in the notification area with its window closed, and installs its own updates when it is idle. An install for everyone who uses the computer needs an administrator, and new versions are then installed by hand. To link it, open Taxably Connect and choose Settings, then Your Taxably account, then Link this computer, and follow the steps. Then connect the folder where your client folders live, start with a small selection of clients and follow progress in Connect. Reading time depends on the documents and your connection.

Anywhere your clients already live on the workstation: TaxDome, Canopy, OneDrive for Business, Google Drive Desktop, Dropbox, mounted network shares, or plain folders on disk. Taxably Connect holds up to three connected folders at a time, so connect the folder that holds your client folders rather than each client's own. You can add or change locations later. When it builds a client, Taxably Connect first copies that client's new and changed documents into its own records folder and reads them from there; Keep a working copy of connected folders, in its Settings, is on until you turn it off. While that copy is on, Taxably does not download a document your cloud drive keeps online only: it asks you to make the document available on this computer, then build again. It leaves your files as they are, and renames them only if you turn on Rename my files in its Settings, which is off until you do. Separating a combined scan saves each document as a new file in a Split folder next to it and keeps the scan.

Windows 10 (21H2 or newer) or Windows 11, 64-bit. 8GB RAM minimum. The application itself takes about 2.7GB, and wants about 3.3GB free while it installs. Choose a fast local drive for Taxably's records: Setup will not continue with less than 20GB free there, and recommends 50GB for a larger firm. Once your folders are connected, Taxably's rough guide is about 2GB for each client for each tax year in them, mostly for its working copy of that year's documents and the pictures of their pages, and it warns you when the drive has less free space than that. Automatic updates need about 8GB free on the drive that holds your Windows user profile. Your records are kept on this computer and grow with every document read, so the application is the fixed part and the room for your records is the part to plan for. An Intel Core i5 (8th gen) / AMD Ryzen 5 or newer is comfortable. ARM64 works via emulation.

Set up your firm account, review the agreement and billing, then install and link Connect on a Windows computer. Connect your client folders and start with a small selection. Reading time depends on the documents and their size. You can reopen the walkthrough from Settings in Connect or contact us for setup help.

At app.taxably.ai/sign-in. You can use single sign-on with Google Workspace or Microsoft 365, or an email and password. MFA and passkeys are available if your firm's policy requires them.

From the sign-in page at app.taxably.ai/sign-in, choose the forgot-password option and follow the emailed reset link. If you signed up with Google or Microsoft SSO, there is no Taxably password; sign in with the same provider.

No. Each firm's Taxably account has one sign-in, the owner's. The owner manages billing, the linked computer and the record of prep sheets built. Every prep sheet is an ordinary PDF saved in its client's own folder, so anyone at your firm who can open that folder can read it, on Windows or a Mac, without a Taxably sign-in.

There is one plan. Your first 10 clients are free, then it is $10 per return, plus $5 a month for the firm, billed monthly for what you actually built, on a rolling cycle. A return is one client for one tax year. No page charges, no seats, no tiers, no add-ons. The full price is published at taxably.ai/pricing, and Billing in your account always shows your own firm's exact rates.

No. Every firm is on the same usage plan and every feature is included, so there is nothing to upgrade to and no client limit to raise. The one exception is Founders Edition, a closed cohort of 25 firms at a flat $1 per return (no monthly fee, and no free clients, a Founder is billed from the first return). It is by invitation; you can request a spot at taxably.ai/founders-edition, but nothing on the site or in the app can switch you into it yourself.

The first 10 clients are free, and the card is required up front so your eleventh client never interrupts your season. The free allowance covers client usage. Review your firm’s rate card in Billing for the monthly fee, allowance and billing cycle before you start.

Billing in your account (app.taxably.ai/firm/billing) shows the rate card for your firm specifically, straight from the same system that bills you. If your firm accepted an earlier price, or is in the Founders Edition cohort, that page shows those rates, not the list price, so you can compare the displayed rates with your invoice.

Open Settings > Billing in your account, then choose Manage billing. You can update your payment method, download invoices or cancel your subscription there. If it will not open, use Account and billing help below.

To cancel, open Billing in your account (app.taxably.ai/firm/billing) and choose Manage billing. If that page does not open, email support@taxably.ai. The billing page it opens shows the effective date and any outstanding charges. Prep sheets already saved on your computer remain with your firm. To take Taxably Connect and its records off the computer as well, see "How do I remove Taxably Connect from a computer?" under Devices.

Yes, on the workstation where Taxably Connect runs: open Settings, then Your AI assistant. If the Claude desktop app is on that machine, press Connect to Claude Desktop, restart Claude, and ask it about a client; Taxably shows the steps for any other assistant that runs there. The assistant only knows about clients whose prep sheets Taxably has built, and it never sees a full tax ID (only the last four digits are ever shown). It can look things up and suggest an answer, a note, a business link, a rebuild or an export; nothing changes until you approve it in Taxably, and it cannot edit a tax figure or a document. The AI assistant page at taxably.ai/ai-connectors walks through it.

Yes. Sign-in at app.taxably.ai supports single sign-on with Google Workspace and Microsoft 365, or an email and password. If your firm signed up through SSO there is no separate Taxably password; keep signing in with the same provider.

Any system that puts your client documents in folders on the workstation: TaxDome, Canopy, OneDrive for Business, Google Drive Desktop, Dropbox, network shares, or plain folders on disk. There is nothing to integrate on the other side; point Taxably at the folders and it reads the documents there, leaving your files as they are unless you turn on Rename my files.

The prep sheet names each document it could not read and why, in its own words: a password-locked PDF, a scan too faint to read, a file that would not open. For a locked PDF, remove the password (or re-save an unlocked copy) and drop it back into the client's folder; it is read on the next pass. For a faint scan, a fresh scan at a higher setting usually resolves it. Nothing unreadable is ever silently valued at zero; it stays a visible question until it is settled.

A new folder or a large group of documents takes time to read. Follow the current stage in Connect. You can build selected clients while other folders are still being read; building everyone waits for the initial folder read. Settings controls when new files are read.

Taxably never delivers a sheet it could read nothing from, because an empty sheet looks exactly like a finished one from the outside. When a build is held back, the reason is stated, naming the documents that failed to yield a figure, and the questions Taxably needs answered appear for you to settle. Answer them or fix the named documents and build again.

The installer is code-signed under a verified 'Taxably, Inc.' publisher, so Windows should verify it cleanly. If SmartScreen or an antivirus quarantines it, confirm the publisher on the file's digital signature, then retry from the Download page in your account, which always serves the current signed build. Still stuck? Email support@taxably.ai with the exact message on screen.

Choose 'Didn’t receive a code? Resend' on the verification step, and check your spam folder. If you use an authenticator app, the code comes from the app itself, not a message, so open the app and enter the current code. If codes repeatedly fail to arrive, email support@taxably.ai and we will look at the delivery logs with you.

One Connect device per firm, on every plan. The one-workstation rule keeps things simple to defend: a single machine holds the map from placeholders back to real names. Every prep sheet is an ordinary PDF saved in its client's own folder, so anyone at your firm who can open that folder can read it, on Windows or a Mac, without a Taxably sign-in.

Relinking a new computer reconnects the account. It does not restore tax records. The firm must restore a verified backup through the supported process. Your records (your answers, review decisions and everything Taxably has read) are kept on the old computer. Copying Taxably's records folder to another computer is not a supported way to move them, and the copy may not open there. Before you unlink, replace or reset the old computer, email support@taxably.ai and keep the old computer: its records stay readable there, and a new computer starts without them. Your original documents and delivered prep sheets stay in your own folders and need their own backup.

Uninstalling Taxably Connect unlinks the computer from your firm's account when it can reach the account, and leaves Taxably's records folder on the computer: that folder holds its working copy of your clients' documents as well as everything it has read. If you are leaving Taxably, delete that folder after you uninstall. It is the folder you chose for records during setup (Taxably, in your Windows user folder, unless you picked another, or .taxably there on an install from before that choice); if that folder was on a network, removable or cloud-synced drive, Taxably may have moved the records to .taxably in your Windows user folder or to Taxably\Records in %LOCALAPPDATA%, so look there too. Taxably Connect hides its records folder, so if you do not see it, turn on Hidden items in File Explorer.

Under Computers in your account, press Unlink on that computer. It stops being linked to your firm straight away, and the unlink is recorded with who did it, the firm and the time, so your audit trail stays intact.

Open Prep sheets in Taxably Connect to find the delivered work. Each prep sheet is saved in its client's own folder, in a Taxably Prep folder for the tax year, and there is no setting to save it anywhere else. When a build draws a client's sheet again, the new sheet replaces the earlier one, so keep a copy of any version you send out. While a client's sheet is out of date, unfinished or being built, a short PDF in the same Taxably Prep folder, Taxably - Prep sheet status, says so, and it is removed once a current sheet is saved. The web account shows delivery records rather than hosting the PDF.

New documents are read as they land in a client's folder, unless Settings in Taxably Connect is set to read them once a day or only when you start a build. On Manual, which is how Taxably Connect starts, a prep sheet is built or rebuilt only when you ask for one: when you press Build prep, or when you answer the last question Taxably has about that client. On Auto-pilot it is rebuilt without asking, after nothing in the client's folder has changed for 12 hours, or for the shorter wait you choose in Settings. Follow the current status and the last-built date for the client. Review questions and unreadable documents may need your attention; an existing PDF reflects its last completed build.

A NEEDED card is a document the client's own paperwork points to that has not arrived. Last year's return, when it is in the client's folder, adds each carryover balance it states, and each income source it shows that no document this year accounts for (the same kind of form from the same payer, for the same person), asking whether that income continued; last year's documents do the same for a source no return lists. A document that did arrive adds its usual companions (a W-2 adds a check that there are no other employers or 1099 payers), and so can an organizer answer or a document binder that lists something as still required. Apart from asking for the organizer and questionnaire, Taxably does not list a document only because returns like this one often have it. It appears on the section page, so one skim of the prep sheet gives you the client's punch list.

The original is embedded in the prep sheet behind its section, so first compare the card against the source page. If Taxably genuinely read it as the wrong form, email support@taxably.ai with the prep sheet section and the document type you expected; those reports go straight to the people who teach Taxably its forms.

The service that reads documents does see them: pages go from your workstation straight to it, and nothing is uploaded to our own servers. That provider is not permitted to train on them. Under its standard terms that provider can keep content it flags for abuse monitoring for up to 90 days, unless an applicable agreement applies. What we store is different: names and addresses are replaced with placeholders before anything is written to storage, and SSNs are never retained. The map between a placeholder and the real person lives only on your firm's workstation. The full picture, including what crosses the wire, is on the Security page and the Trust Center.

With Taxably Connect as it is installed, we never hold a copy of a source document: its pages go from your workstation straight to the reading provider named on our subprocessor list, and our servers are not on that path. That provider is not permitted to train on them. Under its standard terms that provider can keep content it flags for abuse monitoring for up to 90 days, unless an applicable agreement applies. The AI & Model Training Policy has the detail. What persists on our servers is records keyed by placeholders, with no names attached. Original documents on your workstation are never touched.

The Trust Center at taxably.ai/trust is the procurement-ready summary: our IRC section 7216 posture (we operate as an auxiliary service provider to tax return preparers, and our DPA accepts the penalties that come with that), the FTC Safeguards mapping, the subprocessor list at taxably.ai/legal/subprocessors, and the signed-DPA path at taxably.ai/legal/dpa. Taxably has not engaged an independent auditor and holds no SOC 2 report, and the Trust Center says so rather than claiming one. Our DPA commits us to process your clients' tax return information, and permit access to it, only inside the United States, and the subprocessor list says where documents are sent to be read. The Trust Center also says what stays the same in your own folders: the prep sheet is saved in the client's folder, under the sharing and permissions your firm already set there.

Email security@taxably.ai for coordinated vulnerability disclosure. For setup, account, or billing questions, use the contact form below so your request reaches the right inbox.