Product Updates
What's new, changed, improved & removed. Release history.
14 posts
2021
members
2.5.0 (Dec 31, 2021)
It's our last release of 2021 and we've got a lot to catch you up on! Most importantly, Tallyfor is ready for 2021! 2021Tax categories are ready for 2021 across…
2021
members
2.1.0-hotfix through 2.4.0 summary (Aug 21, 2021 through Dec 11, 2021)
2.4.0 (Dec 11, 2021) Better import error messaging. 2.3.1 (Nov 11, 2021) Backend tooling. 2.3.0 (Oct 17, 2021) Auto categorization. (fuzzy logic) 2.2.…
2021
members
2.0.0 (Aug 2, 2021)
Lot's of major improvements this release. Get started for free! Sign up for your own account with Google or Microsoft. Get started for free! Sign up for your own account…
2020
members
1.3.0 (Dec 16, 2020)
Get Ready for Tax Season!Tallyfor is ready for processing 2020 financial data. Tax maps for 2020 have been updatedWe now allow the creation of a 2020 Trial Balance. Simply…
2020
members
1.2.1 (Nov 27, 2020)
Tax WorkpapersWe’re listening to our customers and starting to release key functions to get your Tax Workpapers & Workflows in order. We’re starting with: Workpaper references,Tick and…
2020
members
1.2.0 (Nov 21, 2020)
Drake Integration!Organize your data in Tallyfor and import it into Drake. Today we released an integration with the popular tax software Drake! No more data entry! Import your business…
2020
members
1.1.6 (Oct 29, 2020)
Added Reporting On-screen JE Report, with downloadable Excel. Also, JE's now automatically show the "last author", which logs to the audit trail the last user to modify the…
2020
members
1.1.5 (Oct 14, 2020)
Tallybot is here to work for you.Tallybot is activated. When you tag an account to the Tax Category, "Meals subject to 50 percent limit", Tallybot will automatically make a…
2020
members
1.1.4 (Oct 12, 2020)
Added Tax categories auto-sum - As you code your Tax Categories, Tallyfor will automatically create a Tax Category group and show you the running total. Tax Categories automatically sort in…
2020
members
1.1.3 (Oct 03, 2020)
Added: More ways to get your data in and out of Tallyfor. Prepare and streamline your accounting data into Intuit or CCH Tax Products. Manually add New Client. (#315) Export…
2020
members
1.1.2 (Jun 29, 2020)
Added: Activated 2019 Tax Categories. Fixed: JE Total sometimes will show unbalanced (red warning) although it does balance. (#333) "Meals and Entertainment" renamed to "Meals" for…
2020
members
1.1.1 candidate (Feb 01, 2020 )
New QBD Import Microsoft 365 login CCH Axcess Client Refresh UI improvements Unselect all button. Quickly unselect all after Backend More robust Attached Statement writer More flexible way for handling…
2019
members
2019 Release Summary
1.1.0 (2019-12-08) App Balance Sheet and Income Statement Excel downloadNew look and feel.Ribbon cleaned up.Xero card shows org name, US date. New website New marketing &…