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Taxably

1 viewer · 30d

Total raised

$14K

+$14K this year

2 filings since 2026 · latest Equity filed

Cumulative raised
LAST ROUND
Equity · $14K
ROUNDS
2
INVESTORS
2
FOUNDED
2026
HQ
Newark, DE
SECTOR
Fintech
EMPLOYEES
N/A
30D VIEWERS
1

AI overview

Updated

Taxably is a tax technology company that turns the pile of documents a tax client sends in into a single bookmarked PDF prep sheet, one per client per tax year, for independent CPAs and small tax firms. Its software, Taxably Connect, installs on a firm's own Windows workstation and watches the client folders the firm already uses -- TaxDome, Canopy, OneDrive, Google Drive, Dropbox or a network share -- so there is no portal, questionnaire or upload step for clients. Documents are read locally and identifying data such as names and SSNs is replaced with placeholders before anything reaches Taxably's service, so only tokenized records cross the network. The company deliberately stops at intake: it does not enter data, prepare returns, or e-file. It was founded in 2026 by Sameer Shah and is in invite-only release for the upcoming season.

What sets it apart

Local-first by design -- the extraction runs on the firm's own workstation and the map from a tokenized record back to a real person never leaves the firm -- and priced per client per year rather than per return, so a firm's bill tracks its client base instead of spiking in busy season.

Funding history

2 rounds
Equity+2Mar 17, 2026
Form D
+$4K$14K total
Equity+2Mar 17, 2026
Form D/A
+$14K$14K total

Products

1 tracked

Taxably Connect

Tax workflow automation software

A code-signed Windows application that a firm installs on one PC and points at wherever its client files already live. It reads every document a client sends, classifies it, files it to the right section of a return, flags duplicates, and produces a single bookmarked PDF prep sheet per client per tax year, sitting beside the source documents and ready to key into the firm's existing tax software.

  • Single bookmarked PDF prep sheet per client per tax year, organized the way reviewers read a return
  • Every page indexed, every form filed to its section, duplicates flagged, and open items shown as NEEDED cards
  • Watches existing client folders in TaxDome, Canopy, OneDrive for Business, Google Drive Desktop, Dropbox or network shares -- no portal or upload step
  • Output sits beside the source documents for keying into Lacerte, Drake, UltraTax, ProConnect, ProSeries or ATX

Links

WebsiteLinkedInSEC EDGAR filings