Features
Appointment Management
Client Management
Communications
Document Management
Marketing
E-filing
Billing
Payroll - (launching mid Nov. 2025)
Mobile Apps
Cryptocurrency (ICO Feb. 2026)
Afiiliates
Designed to simplify booking and boost client satisfaction.
Booking Calendar
Business Profile
Marketplace
Dedicated, secure hub for seamless client interaction and self-service.
Client Portal
Dashboard
Customer Manager
Task Manager
Integrated solution for seamless, high-quality virtual communications.
Team Chat
Video Meetings
Virtual Phone
Inbox
Effortless document handling fully integrated into your all-in-one platform.
Document Manager
PDF Merge Tool
eSignatures
Custom Form Builder
Dynamic, digital solution for making lasting first impressions and connecting effortlessly.
Marketplace
Business Profile
Virtual Business Card
Embed Codes
Modern, cloud-based tax software designed for today's professionals.
Cloud Tax Software
Personal Returns (1040, 1040NR)
Business/ Corp (Forms 1120, 1120S, 1065, 1041, 2290, 990, 720, 709, 706, 5500, 8849 and 8038CP)
Client Portal
Designed to empower your business, helping you get paid faster with less effort.
Invoices
Proposals and Engagement Letters
Fee Collect
Automated solution designed to revolutionize the way you pay your team.
(Launching mid Nov. 2025)
Commission Manager
Automatic Payments
Fee Collect
Designed for efficiency, security, and ultimate flexibility,
Professional App
Customer App
Affiliate App (coming soon)
Designed to revolutionize the way clients interact with financial services and manage tax-related obligations
Buy/ Sell/ Swap
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TAAX App
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Pricing
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Pricing
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Features
Appointment Management
Designed to simplify booking and boost client satisfaction.
Booking Calendar
Business Profile
Marketplace
Client Management
Dedicated, secure hub for seamless client interaction and self-service.
Client Portal
Dashboard
Customer Manager
Task Manager
Communications
Integrated solution for seamless, high-quality virtual communications.
Team Chat
Video Meetings
Virtual Phone
Inbox
Document Management
Effortless document handling fully integrated into your all-in-one platform.
Document Manager
PDF Merge Tool
eSignatures
Custom Form Builder
Marketing
Dynamic, digital solution for making lasting first impressions and connecting effortlessly.
Marketplace
Business Profile
Virtual Business Card
Embed Codes
E-filing
Modern, cloud-based tax software designed for today's professionals.
Cloud Tax Software
Personal Returns (1040, 1040NR)
Business/ Corp (Forms 1120, 1120S, 1065, 1041, 2290, 990, 720, 709, 706, 5500, 8849 and 8038CP)
Client Portal
Billing
Designed to empower your business, helping you get paid faster with less effort.
Invoices
Proposals and Engagement Letters
Fee Collect
Payroll - (launching mid Nov. 2025)
Automated solution designed to revolutionize the way you pay your team.
(Launching mid Nov. 2025)
Commission Manager
Automatic Payments
Fee Collect
Mobile Apps
Designed for efficiency, security, and ultimate flexibility,
Professional App
Customer App
Affiliate App (coming soon)
Cryptocurrency (ICO Feb. 2026)
Designed to revolutionize the way clients interact with financial services and manage tax-related obligations
Buy/ Sell/ Swap
$Taaxcoin
Afiiliates
Earn commissions by referring people to
TAAX App
Join/ Signup
Login
Pricing
Talk To Sales
Login
Answer a few quick questions to get your custom pricing.
What is your Profession or Service?
Tax Preparation
Accounting
Bookkeeper
Notary
Mortgage Broker
Realtor
Insurance Agent
Financial Advisor
Investment Banker
Credit Specialist
Consultant
Attorney
Next
How many employees do you have or plan to have in the next 6 months?
1
2 - 5
5 - 10
10 or more
How many customers do you currently service?
0 - 50
50 - 250
250 or more
Next
Which office tools are most important to you? (Select at least 3)
Appointment Scheduling
Document Manager
Secure Messaging
Automated AI Marketing
Team Chat
Video Meetings
Custom Forms
E-Signatures
Invoicing/ Billing
Virtual Business Card
Phone System
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