Your clients never get an account
No portal, no password, no “please register to send your W-2”. They reply to an email, text a photo, or open one upload link. Nothing to adopt on their side.
BlackTally is the team member who never forgets a client. It chases every missing document, keeps your compliance current, and hands you the next decision — so tax season stops running you.
Personalized report + a return-type document checklist. No spam; unsubscribe anytime.
* Illustrative, not a guarantee. Uses the Deadline-Risk Scan's own starting figures — 120 clients, ~7 documents per return, ~35% already in hand — which leaves ~546 documents to chase. At ~14 minutes of manual follow-up each that's ~127 hours a season, against ~15 hours with BlackTally doing the chasing: ~112 hours back. Your number depends on your client mix and how much arrives unprompted — move the sliders for an estimate built from your own inputs.
BlackTally runs a chase loop every morning — reading what's true across your requests, sending what's needed, and surfacing only the decisions that need you.
Create a request from a template — "2024 Form 1040" — and BlackTally builds the checklist of every document you'll need.
Polite, on-brand reminders go out by email and SMS on a cadence — with a no-login upload link. It never gets tired, never forgets.
A texted W-2 or emailed PDF is receipted, matched to the right checklist slot, and marked received. Ambiguous ones wait for your one-tap confirm.
"Three clients are ready to file; one is stalling on a 1099." You get the next best action — approve it or let policy auto-send.
Document chasing and compliance aren't add-ons with separate logins — they're two hands of the same assistant, under a single seat and a single price.
Collect every client document on autopilot — chase, remind, receipt, and track what's still missing across your whole book.
Generate an audit-ready Written Information Security Plan and keep it current — the IRS-required safeguard most firms are missing.
Switch between them from one menu. The assistant sees across both — a WISP due for review shows up in the same feed as a stalling 1099.
BlackTally observes the state of your work, takes the next action, and tells you why — in plain language. You approve, or let it run on policy.
"Sarah's return is waiting on one 1099-DIV."
Reads what's true across every request — received, missing, overdue — and keeps a live picture without you refreshing anything.
"I drafted her third reminder."
Writes the next message in your firm's voice. Approve it, edit it, or let high-confidence sends go out on autopilot.
"Moved her behind three ready-to-file clients."
Ranks the queue by readiness and deadline so you always do the next most valuable thing first.
"Extension-deadline risk is now 6%."
A rolling, per-client risk estimate from outstanding docs versus time-to-deadline — the number the scan above previews.
"Filed the W-2 he texted at 11pm."
Inbound email and SMS land as receipted documents, matched to the right slot, hashed, and logged.
"Nothing needs you today."
Every skill graduates from suggest-then-approve to autonomous on your terms. A human is always in the loop until you say otherwise.
The all-in-one suites want you to move your whole practice in. BlackTally does one job brilliantly and leaves your tools exactly where they are.
| Portal suites (TaxDome, Canopy) | Workflow tools (Karbon, Financial Cents) | BlackTally | |
|---|---|---|---|
| Clients learn a new portal | required | — | never |
| Migration to start | weeks | days | minutes |
| Chases documents itself | partial | you drive it | yes |
| Reprioritizes your work | no | partial | yes |
| WISP compliance built in | no | no | yes |
One subscription unlocks both products. Season is seasonal — so annual is the smart default, and the trough won't cost you.
Free trial on every tier — the "aha" is fast: your first client chased to complete. Prices in USD.
Each one previews the job BlackTally does — one step from the real thing.
Your personalized extension-risk score and the hours you're on track to spend chasing this cycle.
Run the scan ↑Pick 1040, 1120-S or monthly bookkeeping — get the exact document list to request, the same templates BlackTally chases from.
Get the checklist →Estimate how many follow-ups your firm sent by hand last cycle — and what an hour of that time is worth.
Estimate it →Free downloads · email to unlock
A fill-in-the-blanks Written Information Security Plan mapped to the FTC Safeguards Rule & IRS Pub. 4557 — the compliance most firms are missing.
✓ Ready — download the PDF ↓ Or read all eight sections first →Nine reminder emails that actually get a reply — first ask, gentle nudge, deadline warning — the same voice BlackTally chases in.
✓ Ready — download the PDF ↓ Or read all nine templates first →No. Clients get a plain email or text and a one-tap upload link — or they simply reply with the file attached, or text a photo. Nothing to install, no password to reset. That's the whole point: BlackTally sits on top of how your clients already communicate.
Yes. Point it at bookkeeping clients, quarterly estimates, or extension stragglers to reach your first "chased to complete" right away — and let it publish your WISP, which is due regardless of season. The quiet months are when it learns your clients' habits, so it's sharper when the rush hits.
Documents are stored encrypted, receipted with a hash, and never sold or used to train anything. You can export your entire account or delete it yourself at any time. Security detail lives on our trust page.
No — and it won't ask you to migrate. BlackTally does the chasing and compliance jobs those suites do poorly, and leaves everything else where it is. It's designed to sit alongside the tools you already run.
Tax work is violently seasonal. Monthly-per-client pricing means you'd pay full freight in April and nearly nothing in August — so annual keeps it simple and cheaper overall. Monthly is there if you want it; you can cancel anytime.
BlackTally is new. It's built by Marc Sartele, who has spent more than twenty years in financial services. You're still being asked to route your clients' tax documents through a company you haven't heard of, and no amount of stock photography should make that feel safe. So here is what to judge us on instead — every line is something you can verify, and the last two mean walking away costs you nothing.
No portal, no password, no “please register to send your W-2”. They reply to an email, text a photo, or open one upload link. Nothing to adopt on their side.
Each file is hashed with SHA-256 the moment it lands, and recorded with the channel it arrived on. You can show what came in, from whom, and when.
Documents in R2, firm data in D1, both encrypted at rest. Credentials live in Worker secrets; deploys use a scoped API token, not an account login.
No Drake, Lacerte, ProConnect or UltraTax credentials, ever. BlackTally sits alongside the software you already run and never reaches into it.
Your whole account as JSON — clients, requests, checklists and every document receipt with its hash — plus any request as a PDF pack. No support ticket, no retention call.
“Delete firm & all data” removes the rows and the stored file bytes. We'd rather keep you because the product works than because leaving is difficult.
The WISP module is built from the controls in the FTC Safeguards Rule and IRS Publication 4557 — the same rules you're accountable to. Full detail on the trust & security page. BlackTally is software, not a law firm or a substitute for your professional judgement.
Set up your first request in minutes. Watch BlackTally take it from asked to received — then hand you the next call.