Sumly

The page explains how moving from W-2 to 1099 work affects taxes, quarterly payments, and bookkeeping.

A straight comparison of the best financial management apps for self-employed people in 2026, including pricing, features, and who each fits.

Weekly reads on bookkeeping, taxes, and running an independent business with less admin and more time for clients.

The page compares tax software, which costs less for simple returns, with CPAs, who bring judgment to complex returns.

One simple Sumly Membership. Compare Starter, Strive, and Thrive features, monthly and annual pricing, plus tax filing add-on options for self-employed pros.

The page compares Sumly with QuickBooks, Wave, and a traditional bookkeeper and CPA for bookkeeping, taxes, and access to a dedicated tax pro.

Sumly was built for people who earn 1099 income and want to spend less time on bookkeeping.

Sumly's team answers self-employed professionals' questions about accounts, billing, and connecting with a licensed tax pro.

Sumly organizes and categorizes expenses for consultants, coaches, and fractional execs, and shows a real-time tax estimate. Licensed tax pros are available.

Obert co-founders Jessi Dunne and Katherine B. present technical workwear designed for women in male-dominated fields at the final Techstars Workforce Development Accelerator Demo Day.

Jun 2026LinkedInNews article

Sumly co-founder Maximo Librandi announces a new version of the platform with smarter AI classification, deeper analytics, and an improved desktop experience. The update is designed for fractional executives, independent consultants, and coaches.

Jun 2026LinkedInNews article

Techstars announces eight startups selected for its 2026 Workforce Development Accelerator, which focuses on using technology to address modern labor market challenges. The cohort spans occupational therapy access, workforce tax credits, trades workforce management, employee ownership, women’s workwear, caregiving AI, solopreneur tax services, and global hiring; the program begins March 9, 2026, in partnership with Strada Education Foundation and World Education Services.

Mar 2026TechstarsNews article

Sumly joins Techstars’ Spring 2026 Workforce Development Accelerator and receives backing from the organization. Co-founder Maximo Librandi announces the support in a LinkedIn post.

Mar 2026LinkedInNews article