What is Rally?
Rally is an AI-powered tax planning tool designed to help individuals and small businesses discover significant tax savings in just 60 seconds. By leveraging advanced algorithms, Rally analyzes financial data to identify potential deductions and optimizations, streamlining the tax planning process while ensuring compliance with current tax laws. This user-friendly application transforms complex tax preparation into a simple, efficient experience that maximizes returns with minimal effort.
How to use Rally?
Using Rally is straightforward and intuitive. First, securely upload your financial documents including income statements, expense reports, and relevant financial records through the app's secure upload feature. The AI engine then automatically processes your data, scanning for overlooked deductions, credits, and optimization opportunities. Within moments, Rally presents a comprehensive report highlighting potential savings and actionable recommendations. You can review these suggestions, implement the ones that apply to your situation, and even export the report for your tax professional or for filing purposes.
Core features of Rally?
- AI-Powered Tax Analysis: Advanced machine learning algorithms analyze your financial data to uncover hidden tax savings opportunities that might otherwise be missed.
- Real-Time Compliance Checker: Automatically verifies that all identified deductions and credits comply with the latest tax regulations, reducing audit risks.
- Personalized Savings Dashboard: Visual interface displaying your potential savings broken down by category, with explanations for each recommendation.
- Document Management System: Secure cloud storage for organizing and accessing tax-related documents throughout the year.
- Year-Round Planning Tools: Provides quarterly insights and reminders to help you optimize your tax position continuously, not just during tax season.

