Docs - Taxnify

Help center

Documentation

Everything you need to get started with Taxnify — from quick setup to advanced integrations.

Get set up Configure your company, invite your team, and define the basics first.

Learn the flow See how upload, extraction, filing, and reconciliation fit together.

Resolve issues fast Use support docs and release notes when something changes.

Set legal details, accounting contacts, and the structure your archive will use.

Decide who can upload, review, administer, and access company records.

Understand how PDFs, receipts, and email attachments enter the system.

Learn how statement uploads reveal missing receipts and unmatched payments.

Create, store, and connect digital invoices with your archive.

Download archive folders or exported records for accounting work.

Step-by-step

Open the guide that matches the task you want to complete in Taxnify.

Add your legal details, primary inboxes, and bookkeeping context so the rest of the workflow starts from a clean base.

Assign admins, accountants, and internal users so sensitive actions stay controlled while daily work stays fast.

Learn the fastest path for PDFs, scans, and receipt images so extraction and filing happen with less manual cleanup.

See how bank statements are matched against archived invoices so missing, unpaid, or unmatched items are easier to spot.

Use Taxnify's invoice tools to create, store, and connect outgoing invoices with the same accounting archive.

Review extracted details, correct documents that need attention, and download monthly, yearly, or complete archives when needed.