About Taxably
Taxably sells Taxably Connect, a Windows program for CPAs, enrolled agents and small tax firms. It watches the client folders a firm already uses, reads the documents, and builds one bookmarked PDF prep sheet per client per tax year. It does not enter data, prepare returns or e-file.
Taxably was founded in 2026 by Sameer Shah, an enrolled agent who runs his own tax practice. It is based in Phoenix, Arizona. Its published prices are $10 per return plus $5 a month for the firm, with the first 5 clients free. Its About page names five advisors.
Funding Rounds (SEC Form D)
| First sale | Filed with SEC | Amount sold | Investors | Avg. check | Terms | Filing |
|---|---|---|---|---|---|---|
| Mar 17, 2026 | Apr 2, 2026amended Nov 2, 2026 | $39,000target not set | 3 | $13,000 | Equity, Options, Securities on exerciseRule 506(b) | Form D/A ↗2 earlier filings |
First sale is the date the first investor in the offering committed to invest. Companies must file Form D within 15 days of that date, so filing dates run later.
Why Investors Backed Taxably
Taxably is a very early company, and public information about it comes almost entirely from its own site. Its pitch is simple: small tax firms lose weeks each season sorting what clients send before a return can start. Taxably automates that step and nothing else. It also publishes its prices in full.
The problem it targets
Taxably's view is that every tax season starts with clients sending documents in different ways into different folders. Someone at the firm then spends weeks turning that pile into something a preparer can work from. Tax software itself is crowded and good, and the lost time is in this earlier intake step.
What the product does
Taxably Connect runs on a firm's own Windows computer and reads client documents where they already sit. It saves one bookmarked PDF prep sheet per client per tax year into that client's folder, with source pages and open questions. Taxably's servers keep no taxpayer names, addresses or tax ID numbers. Document pages go to a reading provider that may not train on them.
Progress so far
Taxably does not disclose customer counts or revenue. It offers a Founders Edition at a flat $1 per return for the first 25 firms, and builds the product hands-on with the firms using it. Standard pricing is $10 per return plus $5 a month, with the first 5 clients free.
We wrote this summary from public statements by Taxably and its investors. It is not investment advice.
Leadership Team
Executive officers and directors listed on Taxably's Form D filed Nov 2, 2026.