PLANS FOR EVERY STAGE

Plans for Every Stage of Your Business Choose the plan that fits your business

Start with a free Marketplace listing. Add visibility, professional tax software,
mentorship and network tools as your business grows.

Start free, then add visibility, software, mentorship and network tools as you grow.

4.8 • Trusted by 3,000+ Tax Pros

✓ No credit card required ↻ Cancel anytime ◉ Guided onboarding

START FREE START

Free

Basic Marketplace Listing

Marketplace + Appointments

$0/month/mo
Choose

Free forever

  • Marketplace Listing
  • 1 User / Seat
  • Appointment Scheduling
  • Basic customer tools
Start Free
MORE VISIBILITY GROW

Premium

Enhanced Marketplace Growth

Marketplace + essential business tools

$34/month/mo
Choose

$411 billed annually

  • Everything in Free
  • Automated AI Marketing
  • Automated CRM
  • Email Inbox
Choose Premium
SCALE YOUR NETWORK LEAD

Service Bureau

Multi-Office Networks

Multi-office + commission controls

$104/month/mo
Choose

$1,252 billed annually

  • Everything in Tax Office Plus
  • Automated Fee Splitting
  • Unlimited Downlines
  • Unlimited Offices
Choose Service Bureau

COMPARE ALL PLANS

Find the Right Plan for Business Find the Right Plan

Compare Marketplace visibility, office software, mentorship and network-scale tools in one place.

Select a plan to review every included feature without shrinking the table.

SELECT A PLAN

MOST POPULAR

FEATURES
Free $0/mo
Premium $34/mo
Service Bureau $104/mo
MARKETPLACE PRESENCE
TAAX Marketplace Listing
Included User Seats
1
1
5
Service Categories
1
1
1
Office Locations
1
1
2
Appointment Scheduling
Email Inbox
MARKETING & CLIENT TOOLS
Automated AI Marketing
Automated CRM
Customer Portal / App
Pro Mobile App
Secure Messaging
Virtual Business Card
Chat / Live Support
ADVANCED AUTOMATION & TEAM
Improved Google Ranking
Unlimited Data Storage
E-Signatures
PDF Merge
50
50
Invoice Billing
Secure Team Chat
Multi-User Booking
Multi-Calendar
Dedicated Account Representative
Priority Support
TAX SOFTWARE & MENTORSHIP
Professional Tax Software
1-on-1 Mentorship Program
Office Training Program
SERVICE BUREAU & NETWORK SCALE
Automated Fee Splitting
Unlimited Downlines
Unlimited Offices
Commission Manager
AVAILABLE ADD-ONS
Custom Form Builder
Video Meetings
Virtual Phone
Email Marketing
Custom Branding
Task Manager
Choose your plan Start free or select the tools you need.

YOUR SELECTION

Total due today $0

✓ No credit card required • Cancel anytime

7-Day Full Access

Explore tax software, mentorship and every included business tool before you pay.

  • ✓ Guided onboarding
  • ✓ Live support
  • ✓ Money-back guarantee

YOUR SELECTION

Total due today $0

✓ No credit card required • Cancel anytime

7-Day Full Access

Explore tax software, mentorship and every included business tool before you pay.

  • Guided onboarding
  • Live support
  • Money-back guarantee

YOUR SELECTION

Total due today $0

✓ No credit card required • Cancel anytime

7-Day Full Access

Explore tax software, mentorship and every included business tool before you pay.

  • ✓ Guided onboarding
  • ✓ Live support
  • ✓ Money-back guarantee

Replace Multiple Subscriptions

Consolidate your marketplace, CRM, scheduling, forms and tax-office tools.

See comparison →

Need something custom?

Talk with our team about larger networks or custom workflows.

Create a custom plan
Need something custom?

Custom plans for large teams and enterprise workflows.

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