QuickBooks Online
Connect directly and pull the general ledger into a working trial balance. Read-only — the client's books are never touched.
Integrations
The books in. A tax-ready file out.
Tallyfor connects the accounting systems your clients use to the tax software your firm files with. No switching, no suite lock-in, no manual export-and-paste in between.
Sources
Where the books come from.
Xero
Same direct connection for Xero ledgers. Balances flow in from the source, so adjustments start from real numbers.
Spreadsheets
Any system that exports to Excel or CSV can feed Tallyfor — desktop ledgers, niche industry systems, or a client's hand-kept books.
Tax software
Where the work goes.
Tallyfor is tax-software agnostic. Map accounts to form lines once, and export a tax-ready file to whichever system your firm files with.
CCH Axcess
Export trial balance and book-to-tax work into CCH Axcess — without needing the rest of any suite to make it useful.
Drake
Hand Drake preparers a clean, tax-ready file computed from the books — no re-keying from spreadsheets.
Lacerte
Bridge QuickBooks and Xero books into Lacerte with mappings that persist year over year.
ProConnect & UltraTax
The same export path serves ProConnect and UltraTax firms — one trial balance workflow, whichever software signs off.
Plus office exports: every statement, schedule, and workpaper can leave Tallyfor as Excel, Word, or PDF — your data is never locked in.
FAQ
Integration questions.
Can I get QuickBooks Online data into UltraTax, Lacerte, or CCH Axcess?
Yes. Tallyfor imports the ledger from QuickBooks Online, lets you adjust and map accounts in a cloud trial balance, then exports a tax-ready file to UltraTax, Lacerte, CCH Axcess, Drake, or ProConnect.
Does Tallyfor write back to QuickBooks or Xero?
No. Tallyfor reads the general ledger into its own working trial balance. Adjustments live in Tallyfor, so the client's books are never altered.
What if my client's system isn't QuickBooks or Xero?
Import from a spreadsheet. Any system that can export to Excel or CSV can feed Tallyfor.
Do I have to switch tax software?
No. Tallyfor is tax-software agnostic by design. Your filing workflow stays exactly where it is.
Your stack, minus the re-keying.
Connect one client's books and export a tax-ready file to the software you already use.