About TaxFormify
TaxFormify is built by Pinvity Inc., founded in 2024 and based in Edmonton, Alberta, Canada.
The product was developed alongside a practicing tax accountant and shaped by the workdays of a real firm, rather than designed from the outside. The target user is the solo practitioner or small firm that needs tax season to run without five separate subscriptions.
TaxFormify serves both Canadian (CRA) and United States (IRS) tax professionals.
Contact: support@taxformify.com, +1-780-809-6700.
Frequently asked questions
Who founded TaxFormify and why?
TaxFormify was founded in 2024 and built alongside a practicing tax accountant. After watching a real firm duct-tape together multiple tools every tax season, we built what it wished existed: a simple, focused platform for tax professionals.
Is TaxFormify designed for North American accountants?
Yes, TaxFormify is built specifically for tax professionals in the US and Canada. We understand North American tax workflows and the needs of practices serving US and Canadian clients. Our e-signatures produce a Certificate of Signature — signer email, timestamp, IP address, approximate location, the signature image, and a public verification URL. We do not verify signer identity (no KBA), so remote signing of IRS Form 8879 is not supported.
Does TaxFormify require annual contracts?
No. We believe in earning your business every month. TaxFormify offers month-to-month billing with no annual contracts, no cancellation penalties, and no lock-in. You can cancel anytime with one click.
How long does it take to learn TaxFormify?
Most users are fully productive within 5 hours, not weeks. We designed TaxFormify to be intuitive and bloat-free. Your team can be onboarded in a single afternoon and start saving time immediately.
What makes TaxFormify different from TaxDome or other practice management software?
TaxFormify focuses on doing fewer things exceptionally well. While competitors try to be everything for everyone, we focus ruthlessly on client intake, e-signatures, and communication automation. No per-user fees, no bloated features, and pricing that stays predictable as you grow.
Can I export my data if I decide to leave?
Absolutely. Your data is yours. You can export all your data anytime, in standard formats. We don't believe in vendor lock-in. If TaxFormify isn't working for you, we make it easy to take your data and leave.