Tasks due today
3 leads waiting
5 missing files · 2 signatures
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ONE PLATFORM. YOUR ENTIRE OFFICE.
Run your entire tax office from one connected platform.
Tax software, client management, marketing, payments, training and mentorship—connected inside one system.
START YOUR FREE TRIAL✓ Guided onboarding ✓ Live support ✓ Cancel anytime
TAAX Ai
Your office copilot. One step ahead.
Ask. Review. Keep your office moving.
Prepared for you
5 reminders ready
Drafted and waiting for your review.
Review reminders →Suggested next step
Reply to new leads
Your oldest inquiry: 42 minutes ago.
Plan my day →
100%
User satisfaction
14+
Apps consolidated
10x
More bookings
50 hrs
Saved monthly
EVERYTHING YOUR OFFICE NEEDS
One platform replaces the tools
One platform replaces the tools
your office is juggling.
See how every part of your practice connects—from the first client search to payment and e-file.
Tax Software
Unlimited filing.
Client Portal
Secure intake.
Payments
Invoice & collect.
Everything connected.
Nothing duplicated.
One login • One client record • One workflow
Appointments
Book & remind.
Marketing
Grow nationally.
Mentorship
Train & scale
EVERY TOOL. ONE CONNECTED WORKSPACE.
Explore everything your office can do.
Choose a capability to see how TAAX Pro connects the work behind every client, return and payment.
Appointment Management
Make booking effortless for clients and keep every
appointment, reminder and follow-up organized in one
place.
- Online booking calendar
- Automated confirmations & reminders
- Staff availability and assignments
- Client self-service scheduling
Client Management
Keep every lead, client record, document and
conversation organized in one secure workspace.
- Secure client portal
- Complete customer profiles
- Lead and pipeline tracking
- Notes, files and activity history
Communications
Connect with clients and your team through built-in
messaging, meetings and timely updates.
- Team and client chat
- Integrated video meetings
- Real-time notifications
- Conversation history
Document Management
Collect, organize, merge and sign client documents
without moving between disconnected tools.
- Secure document manager
- PDF merge and organization
- Electronic signatures
- Permission-based sharing
Marketing & Marketplace
Create a strong professional presence, publish your
services and connect with clients looking for help.
- Marketplace business listing
- Custom professional profile
- Email marketing campaigns
- Lead generation tools
Cloud Tax Software
Prepare personal and business returns with professional
cloud software connected to your entire office.
- Personal and business returns
- No EFIN required option
- Integrated bank products
- Secure cloud access
Billing & Payments
Create invoices, proposals and secure payment links
while keeping every client balance visible.
- Professional invoices
- Digital proposals
- Payment links and tracking
- Client balance reporting
Commission Payments
Calculate office fee splits and distribute commissions
accurately without maintaining separate spreadsheets.
- One-click fee splitting
- Direct user payments
- Custom commission rules
- Detailed payout history
Mobile Apps
Keep professionals and clients connected with secure
mobile access to the tools they use most.
- Professional mobile app
- Customer mobile app
- Secure document upload
- Appointments and messages
Affiliate Program
Create an additional revenue stream by sharing TAAX
Pro with tax and financial professionals.
- Track every referral
- Earn recurring commissions
- Marketing resources included
- Transparent payout reporting
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TAX SOFTWARE + MENTORSHIP
File confidently.
File confidently.
Build a stronger office.
Professional tax software, live training and direct mentorship give your team the system and support to grow.
- Unlimited personal and business e-filing
- Use your EFIN or choose an 80/20 split
- Live office training and 1-on-1 mentorship
FROM FIRST CONTACT TO PAYMENT
One client record.
One client record.
One connected workflow.
Appointments, intake, documents, signatures, messaging and billing move together automatically.
- Automated reminders and follow-ups
- Secure documents and e-signatures
- Invoices, payments and team assignments
TAAX Pro
Client workflow
- New inquiry AUTOMATED
- Intake complete AUTOMATED
- Docs received AUTOMATED
- Ready to file ACTION READY
CLIENT CONNECTION ENGINE
Get discovered.
Get discovered.
Get booked.
Grow nationally.
Your verified business profile helps new clients find, trust and book
your services directly.
- National marketplace exposure
- Automated CRM and marketing
- Direct appointments and secure communication
Harrington Group, CPAs, LLP
Online Services Only
- Verified
Thomas Associates
760 Fifth Avenue, New York, NY, 10118, USA
- Verified
Lion's Roar Tax Group
3499 16th St, San Francisco, CA, 94114, USA
- Verified
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TAAX MARKETPLACE CATEGORIES
Reach clients across more financial-service categories.
VIEW THE MARKETPLACE
SUPPORT BEYOND THE SOFTWARE
Training, onboarding and growth support are built into TAAX.
Learn at your pace, train your team and get personalized support as your office grows.
Learn every feature with a growing library of clear, practical walkthroughs.
WATCH TRAININGOur guided wizard and dedicated support help configure your office correctly.
SEE ONBOARDINGGet direct guidance on systems, operations and growing a profitable tax office.
EXPLORE MENTORSHIP
WORK FROM ANYWHERE
One connected workflow.
One connected workflow.
Two powerful mobile apps.
One workflow. Two mobile apps.
Clients can upload documents, answer requests and track every milestone. Your team gets live updates, faster approvals and fewer follow-ups.
Everything stays in sync
- Secure document uploads
- Real-time status updates
- Direct client messaging
CLIENT EXPERIENCE
Upload, track and communicate.
A simple, secure experience for every taxpayer.
PRO WORKSPACE
Keep every return moving from anywhere.
Your office dashboard—right in your pocket.
REAL PROFESSIONALS. REAL OFFICE GROWTH.
See what TAAX professionals are achieving.
“TAAX helped me expand from serving local clients to working with clients nationwide.”
Katy McMicheal
McMicheal Accounting
“We saved money on subscriptions and our entire office became more organized.”
Richard Breen
Diamond Mortgage
“Having every business tool on one dashboard completely changed our workflow.”
Mitch Thompson
CPA
“TAAX gave me the freedom to run my office virtually from anywhere.”
Thomas Lee
MTP Financial Services
“Our confirmed meetings increased with almost zero no-shows.”
Lauren Ellis
Ellis & Associates
SIMPLE PLANS. ROOM TO GROW.
Plans for every stage of your tax business.
Start free, then add the software, mentorship and network tools your office needs.
4.8 • Trusted by 3,000+ tax professionals • No credit card required
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Compare every included feature, limit and available add-on.
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Frequently Asked Questions
Yes. Add employees as your office grows, then assign roles, permissions, calendars and responsibilities from one account.
Yes. TAAX includes professional tax software plus the office tools you need—so you can run returns, clients and workflows in one connected platform.
If you already have an EFIN, you can use it with TAAX. If not, our team can guide you through the options available for your office setup.
Yes. Training, guided onboarding and ongoing support are built into TAAX so your team can get set up and stay productive.
Yes. Clients can upload documents, answer requests and track progress through the TAAX Client mobile app.
Yes. Each task can include multiple team members along with priority levels, so work stays coordinated across your office.
Yes. You can set the signing order and each party receives the signature request in sequence.
READY TO RUN A SMARTER OFFICE?
START YOUR FREE TRIAL