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 30,000+ Professionals

✓ No credit card required • ↻ Cancel anytime • ◉ Guided onboarding

Grow Grow

Free

Basic Marketplace Listing

Marketplace + Appointments

$0/month/mo
Choose

Free forever

  • Marketplace Listing
  • 1 User / Seat
  • Appointment Scheduling
  • Basic customer tools
Start Free
Workflow Workflow Ai

Premium

Enhanced Automation

Ai + Essential tools

$34/month/mo
Choose

$411 billed annually

  • Everything in Free
  • Automated AI Marketing
  • Automated CRM
  • Email Inbox
Choose Premium
Team Management Team Management Ai

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
—
✓
✓
AI Credits
50
150
500
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
—
✓
✓
Invoice Billing
—
✓
✓
Custom Form Builder
—
✓
✓
Task Manager
—
✓
✓
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 Forms Plus
—
—
—
Recording
—
—
—
Video Meetings
—
—
—
Virtual Phone
—
—
—
Email Marketing
—
—
—
Custom Branding
—
—
—
Task Manager Plus
—
—
—
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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