Sumly Logo

    How it works

    Your back office, running while you work.

    Connect your accounts once. Sumly keeps the books, estimates your taxes, and puts a real tax pro on your return.

    Start free trial

    The year, step by step

    1

    Connect.

    Your bank and cards, read-only through Plaid, in minutes.

    2

    Expenses sorted.

    Every deduction found automatically.

    3

    Books updated.

    Profit and loss that stays current without you.

    4

    Quarterly taxes estimated.

    The right amount, before each deadline.

    5

    Return filed.

    A real tax pro files in April.

    Business setup

    Form your LLC or elect S-corp status with support.

    Tax pro support

    A real person when you have a question.

    Let Sumly do the work for you.

    Sumly organizes your expenses and keeps your books in order, with licensed tax pros there when you have a real question.

    Start free trial

    Tax tips, gently delivered.

    A short email when something is worth knowing. Deadlines, deductions, and the occasional pep talk for your business.

    Get tax tips and updates delivered to your inbox