Rally
AI-powered tax planning and filing platform offering year-round optimization, expert CPA support, and an AI assistant for high-income professionals with complex tax situations.
What it does
AI-powered tax planning and filing platform offering year-round optimization, expert CPA support, and an AI assistant for high-income professionals with complex tax situations.
- tax filing
- tax planning
- equity strategy
- wealth optimization
- expat and foreign reporting
- Category
- Tax and financial reporting
- Users
- high-income professionals with complex tax situations, individuals with equity compensation (RSUs, ISOs, NSOs), expats and immigrants, business owners
- Public API
- Not offered
Not yet disclosed: deployment options, platforms, languages and support channels.
Pricing
- Base Starts$399
- Core Starts at $699
- Pro Starts at $999
Prices as published by Rally, checked Oct 2026.
Security and compliance
As reported by Rally. Ask for audit reports before you buy.
- SOC 2 Type IICompliant
- IRS Authorized e-File ProviderCompliant
- Data encryption
- Data privacy
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