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Taxfyle
Disruptive accounting-based applications for ios and android platforms
About Taxfyle
Taxfyle is an innovative online platform that connects individuals and businesses with licensed Certified Public Accountants (CPAs) and Enrolled Agents (EAs) for comprehensive tax preparation and filing services. Operating in the financial technology sector, Taxfyle serves a diverse range of clients, from individual taxpayers to small and medium-sized enterprises (SMEs). The company leverages a user-friendly interface where clients can upload their documents, answer straightforward questions, and get matched with a tax professional who handles the rest of the process. This model ensures that clients receive expert assistance tailored to their specific tax needs without the hassle of traditional in-person consultations.
Taxfyle's business model revolves around providing bundled tax services at transparent, upfront prices. Clients can choose from various service packages that cater to different tax scenarios, ensuring affordability and convenience. The company generates revenue through these service fees, which are competitive compared to traditional tax preparation services. Additionally, Taxfyle offers a 30-minute consultation feature, allowing clients to discuss their tax situation with a professional before committing to a service package.
The platform guarantees maximum tax refunds and accuracy, backed by a network of over 7,200 licensed CPAs and EAs. This extensive network allows Taxfyle to handle a wide array of tax-related issues, from simple individual returns to complex business filings. The company also emphasizes security, using advanced measures to protect client data and ensure compliance with regulatory standards.
Source: Dealroom company dataAt a glance
- Status
- Operational
- Founded
- 2015
- Headquarters
- Miami, United States
- Employees
- 91
- Open positions
- None listed
- Dealroom signal
- 68.7/100
- Industry
- Fintech
- Sub-industry
- Financial Management Solutions
- Sector
- Fintech, Accounting, App
- Technology
- Mobile app
- Business model
- SaaS
- Client focus
- b2b
Knowledge graph
More headlines
Funding history
Company financing events and reported valuations.
| Deal type | Date | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| SERIES B✓Equity / VC | Feb 2022 | $20M | $80M | IDC ventures · Fuel Venture Capital | ↗ |
| SERIES A✓Equity / VC | Sep 2018 | $4.1M | $16M | Ocean Azul Partners · Fuel Venture Capital | — |
Growth signals
Latest recorded traffic for Taxfyle is 29K monthly website visits, down 62.3% over the last three months. Taxfyle's team declined 7.1% over the past year.
Similar companies
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Investments and acquisitions
Recent portfolio relationships for companies that also act as investors or acquirers.
Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Seed1 investor entered at this stage
Fuel Venture Capital
Series A2 investors entered at this stage
Ocean Azul Partners
IDC ventures
Other known investors1 additional known investor
Partners For Growth
Source: Dealroom Talent Intelligence.
Global footprint
team presence
Market sentiment
An AI-synthesised read of the highest-engagement posts about Taxfyle on X, ranked by likes and reposts, corporate channels excluded.
Reading the room on X — pulling top posts and synthesizing themes…
Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour
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