Description
Rally is an AI-powered tax planning and filing platform designed for high-income professionals with complex tax situations. It combines automated tools with a dedicated human tax advisor to help users discover savings, file federal and multi-state returns, and plan proactively throughout the year rather than only at tax time.
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Rally handles complex scenarios including RSUs, stock sales, ISO and NSO options, multi-state filings, foreign income, K-1s, rental property, and business ownership, and supports advanced strategies such as QSBS, donor-advised funds, solar credits, and Roth optimizations. Users upload or connect documents, which the AI reads, categorizes, and organizes, then chat with their data for contextual answers. A free tax plan analyzes a past return to surface potential savings, reviewed by real tax professionals.
Rally offers flat-fee pricing across Base, Core, and Pro tiers, all including audit protection, year-round advisory access, and a 24/7 AI assistant. It is an IRS-authorized e-file provider operating on SOC 2 Type II-compliant systems, and pairs each user with a dedicated advisor for unlimited chat support and scheduled video strategy sessions.
- CategoryAI Accounting Tools
- Pricing ModelPaid
- DeploymentCloud
- PlatformsWeb
Rally's Core Features
AI-powered tax savings discovery
Federal and multi-state tax filing
Dedicated CPA and year-round advisory
Free tax plan from a past return review
Chat with your tax documents and returns
Quarterly estimated-payment planning
Equity compensation strategy (RSUs, ISOs, NSOs)
Audit protection and 24/7 AI assistant
How to use Rally?
Upload your documents: Securely upload or connect accounts so Rally can read and organize them.
Get a free tax plan: Rally analyzes a past return and tax pros review it for savings.
Connect with a CPA: Get matched with a dedicated tax advisor for your situation.
Chat and plan: Ask questions anytime and plan proactively throughout the year.
Rally's Use Cases
- Equity compensation planning
- Complex tax filing
- Year-round tax optimization
- Savings discovery
