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Lock-In Early Bird Pricing

4.8 ~ Trusted by 3,000+ Tax Pros

Grow Plan

$33/mo
For Start-up Offices

Get all the fundamental tools you need to manage appointments, clients and run your office efficiently without the overhead.

Grow Plan includes:
  • Tax Software
  • Mentorship Program
  • TAAX Marketplace Listing
  • 1 User/ Seat
  • 1 Service Category
  • 1 Location
  • Appointment Scheduling
  • Automated AI Marketing
  • Customer Portal/ App
  • Pro Mobile App
  • Secure Messaging
  • Virtual Business Card
  • Chat/ Live Support
  • Email Inbox
MOST POPULAR

Tax Office Plus

$49/mo
For Growing Offices

Unlock advanced automation, expanded marketplace visibility, and priority features designed to help you scale your team.

Includes Everything in Grow Plan +
  • Tax Software
  • Office Training Program
  • Improved Google Ranking
  • 3 Users/ Seats
  • Unlimited Data Storage
  • Custom Form Builder
  • E-Signatures
  • Invoice/ Billing
  • Task/ Project Manager
  • Secure Team Chat
  • Multi-User Booking System
  • Dedicated Account Rep

Service Bureau

$66/mo
For All Service Bureaus

The automated solution designed to revolutionize the way you manage, scale and pay your offices.

Includes Everything in Grow Plan +
  • Tax Software
  • Service Bureau Profile
  • Automated Fee Splitting
  • Automated Payroll
  • Unlimited Downlines
  • Unlimited Offices
  • Custom Branding
  • My Tax Hub URL
  • Comprehensive Reports
  • 10 Users (Add as needed)
  • Dedicated Account Rep
  • Priority Support
Grow Plan
Grow Plan
For Start-up Offices
$33 /month
Billed Annually $399.99

Get all the fundamental tools you need to manage appointments, clients and run your office efficiently without the overhead.

    Grow Plan includes:

  • Tax Software
  • Mentorship Program
  • TAAX Marketplace Listing
  • 1 User/ Seat
  • 1 Service Category
  • 1 Location
  • Appointment Scheduling
  • Automated AI Marketing
  • Customer Portal/ App
  • Pro Mobile App
  • Secure Messaging
  • Virtual Business Card
  • Chat/ Live Support
  • Email Inbox
MOST POPULAR
Tax Office Plus
Tax Office Plus
For Growing Offices
$49 /month
Billed Annually $599.99

Unlock advanced automation, expanded marketplace visibility, and priority features designed to help you scale your team.

    Includes Everything
    in Grow Plan +

  • Tax Software
  • Office Training Program
  • Improved Google Ranking
  • 3 Users/ Seats
  • Unlimited Data Storage
  • Custom Form Builder
  • E-Signatures
  • Invoice/ Billing
  • Task/ Project Manager
  • Secure Team Chat
  • Multi-User Booking System
  • Dedicated Account Rep
Service Bureau
Service Bureau
For All Service Bureaus
$66 /month
Billed Annually $799.99

The automated solution designed to revolutionize the way you manage, scale and pay your offices.

    Includes Everything
    in Grow Plan +

  • Tax Software
  • Service Bureau Profile
  • Automated Fee Splitting
  • Automated Payroll
  • Unlimited Downlines
  • Unlimited Offices
  • Custom Branding
  • My Tax Hub URL
  • Comprehensive Reports
  • 10 Users (Add as needed)
  • Dedicated Account Rep
  • Priority Support

Custom Plan

For companies that need a tailored setup — team size, add-ons, and workflow

Get Custom Pricing →
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