Help Center

Everything you need to get started with Taxlytic and make the most of your AI-powered tax intake practice.

New to Taxlytic?

Start with our Getting Started guide. You will have your account set up and your first client invited in under 10 minutes.

Set up your account and invite your first client in minutes.

Understand your dashboard, stats, and activity feed at a glance.

Manage clients, review intake data, and export reports.

Learn how the AI collects tax data, extracts documents, and structures information.

Set up your AI receptionist to answer calls and collect client info by phone.

Compare plans, manage your subscription, and understand usage limits.

Update your profile, branding, password, and security settings.

Share these guides with your clients so they know what to expect.

Answers to common questions and troubleshooting tips.

Our support team is here to help. Reach out and we will get back to you within 24 hours.