Taxly

Taxly works by using AI to analyze and categorize your financial transactions. It identifies eligible tax deductions and automates the tax filing process. Users simply need to connect their accounts, and Taxly takes care of the rest. This process minimizes manual effort and reduces the risk of errors, making tax management quick and efficient.

Taxly is ideal for self-employed individuals such as freelancers, gig workers, small business owners, consultants, and contractors. It helps these users automate their transaction categorization and identify eligible tax deductions effortlessly. By doing so, it ensures accurate record-keeping and maximized tax savings.

Key features of Taxly include automated tax information completion, intelligent transaction categorization, AI-powered deductions identification, a user-friendly mobile app, real-time updates to tax information, error reduction through automation, and secure data handling to ensure user privacy and safety.

Taxly can benefit you by saving time on tax management tasks, ensuring accurate categorization of transactions, maximizing your tax savings with AI-driven deductions, providing a user-friendly experience accessible via a mobile app, and reducing the risk of errors through automation. This allows you to focus more on your core business activities.

The pricing plans for Taxly are not provided in the screenshot. For detailed pricing information, it is recommended to visit the official Taxly website or contact their support team. The plans may vary based on the features and services included.

Step 1: Download the Taxly app from the app store and install it on your mobile device. Step 2: Create an account or log in if you already have one. Step 3: Connect your financial accounts to Taxly to enable transaction monitoring. Step 4: Let Taxly automatically categorize your transactions and identify eligible tax deductions. Step 5: Review the categorized transactions and approve or make necessary adjustments. Step 6: Use the app to file your taxes efficiently, following the provided instructions.

Yes, Taxly ensures secure data handling and prioritizes user privacy. The platform uses advanced encryption to protect your financial data and personal information. Regular updates and security measures are in place to safeguard against unauthorized access and ensure confidentiality.

Taxly is primarily designed for self-employed individuals, including freelancers, gig workers, small business owners, consultants, and contractors. It may not be as beneficial for non-self-employed users, as it focuses on automated transaction categorization and deduction identification specific to self-employment.

Yes, Taxly can be used in collaboration with accountants and CPA experts. It provides accurate transaction categorization and deduction identification, which can be shared with your accountant. This ensures that your financial records are well-maintained and tax filings are accurate and comprehensive.

Yes, Taxly supports managing income and expenses from multiple platforms, making it suitable for gig economy workers and freelancers. It consolidates your financial data, categorizes transactions, and identifies deductions, ensuring you have an organized view of your total income and expenditures.