The desktop agent that connects your TaxDome, Canopy, or Google Drive folders to Taxably's AI-powered document processing. Install once, run in the background.
How it works
Download Taxably Sync, run the installer, and sign in with your Taxably account. The agent links to your firm automatically.
Select your TaxDome, Canopy, or Google Drive sync folders. Taxably Sync watches for new and changed documents in the background.
Documents are securely processed by Taxably's AI. Organized, tagged, and ready for review — right back in your existing folder structure.