Premium Plans

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  • Grow

    US$ 29 99
    /mo

    Save 30%

    $359.99 Yearly

    TAAX App Business Listing

    1 User / Employee

    1 Service / Category

    1 Location

    Appointment Calendar

    AI Automated Marketing

    Instant Messaging

    Document Manager

    Add-on additional features as
    needed

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  • RECOMMENDED

    Pro

    US$ 79 99
    /mo

    Save 20%

    $959.99 Yearly

    TAAX App Business Listing

    1 User / Employee

    1 Service / Category

    1 Location

    Appointment Calendar

    AI Automated Marketing

    Instant Messaging

    Document Manager

    Video Meetings

    Custom Form Builder

    PDF Merge Tool

    Virtual Business Card

    Unlimited Storage

    Live Support

    Add additional Users/ Locations/ Services

  • Tax Office Plus

    US$ 179 99
    /mo

    Save 20%

    $2159.99 Yearly

    Includes ALL Pro Plan Tools +

    Cloud Tax Software

    No Activation Fee

    Unlimited Fed/ State E-filing

    Bank Products

    Refund Advances

    No EFIN Required

    Paperless Office

    Web Based Dashboard

    Tax Training

    Software Training

    Income Tax Certification

    Unlimited Storage

    Dedicated Support Rep

    Add additional Users/ Locations/ Services

Start Your 7 Day FREE Trial

Explore TAAX Pro

Add-ons

  • Add PDF Merge Tool

    $19.99

    Easily combine multiple files into a viewable single PDF.

  • Add Custom Form Builder

    $19.99

    Create beautiful and user-friendly forms in minutes.

  • Add Employee

    $19.99

    Add additional team members.

  • Add location

    $19.99

    Add additional locations.

  • Add Service

    $19.99

    Add additional services.

  • Add Tax Software

    $99.99

    Prepare unlimited federal and state returns.

  • Add Video Meeting

    $29.99

    Connect anytime, anywhere with our seamless video integration.

  • Add Virtual Business Card

    $9.99

    Use your QR code to market your business on the go.

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Need Help?

Frequently Asked Questions

Tax Preparers, Accountants, CPAs, Bookkeepers, Financial Advisors, Credit Specialists, Realtors and Mortgage Brokers can be listed on the TAAX App.

True to form, TAAX App is a next level office management and marketing platform. Taax App offers many of the tools that are required to manage and run a successful office. Taax App Professional has several key features such as appointment management, document sharing, custom forms, messaging, video meetings and team management.
TAAX App for Customers is the marketing platform that puts the Service Providers in front of more customers and a wider audience. Customers can search and book appointments with Service Providers from anywhere anytime.
Your custom Business profile is a virtual marketing page for your service. Now your existing clients and new clients can easily find and book your service.

TAAX App is the complete solution for customer management. We offer 3 straightforward subscription levels.

Professional: For a single Professional looking to manage and grow their clientbase.

Office: For a Service Provider with 1 location and 2 or more team members looking to manage their office along with growing their clientbase.

Multi-Office: For a Service Provider with 2 - 5 locations and up to 25 team members looking to manage their offices along with growing their clientbase.

Taax App Professional has several key features such as appointment management, document sharing, custom forms, messaging, video meetings and team management.

The TAAX App recommended profiles are automatically generated using a unique algorithm. The platform uses factors such as direct profile traffic, backlinks, reviews, length of membership and activity to determine its recommended businesses. This section changes on a daily basis.

You can upgrade your subscription by clicking on your dashboard profile image then clicking subscription.

Each subscription and add-on is billed every 30 days until canceled.

Display names can not be changed after activation. You must create a new account.

You can remove your profile under My Account / Settings