Partners
Built to fit alongside the tools your firm already trusts.
Taxably runs on the firm's workstation, alongside the practice-management, document-storage, and tax-prep tools you already use. We're building partnerships in three shapes; if your firm or company fits one of them, get in touch.
Software resellers that work with tax firms
If you sell tax-prep, practice-management, or document-storage software to CPAs and EAs and want to add Taxably to your catalog, we'd like to compare notes.
CPA / EA membership networks
State CPA societies, EA associations, and accounting franchise networks: we offer member pricing and joint webinars; in return we get warm intros and quick feedback from working preparers.
Adjacent tooling companies
If you build a tool that lives in a tax firm's workstation alongside Taxably (PDF redaction, signature, e-file portals, secure messaging), an interop conversation can save both of us a customer-support ticket.
Let's talk.
Email support@taxably.ai with the shape of partnership you have in mind. We respond within a few business days.
Or book a time with Sameer to talk it through.