Missing documents
2 documents missing
W-2 and 1099-NEC follow-ups
THE ALL-IN-ONE TAX WORKFLOW
Keep your office working together.
Bring your clients, staff, documents, appointments and billing into one workspace. Keep responsibilities clear and client work moving, from intake to final invoice.
Total Admin Automation eXperience
TAAX Ai Agent
Your office copilot. One step ahead.
Try the interactive demo. Sample data shown.
Prepared for you
2 follow-ups ready
Signature and invoice reminders.
Suggested next step
Keep returns moving
Appointment and intake follow-ups.
BUILT FOR OFFICES THAT WORK TOGETHER
Explore TAAX for office teams →A clear next step for your whole team.
Keep the context together.
Bring client details, documents and follow-ups into your daily workflow.
Give work a clear owner.
Use staff calendars and assigned tasks to organize the next step.
See what needs attention.
Review appointments, open tasks and invoices from your dashboard.
EVERYTHING YOUR OFFICE NEEDS
One dashboard. More automation. More free time.
Keep your office in one dashboard while automated reminders, follow-ups and routine workflows run in the background.
EVERY TOOL. ONE CONNECTED WORKSPACE.
Explore everything your tax firm can automate
One workspace for your clients, team and tax workflow.
A CLEAR START FOR EVERY CLIENT
Client Intake
Collect the details your tax firm needs with custom forms and questionnaires.
- ✓Custom intake forms
- ✓Tax preparation questionnaires
- ✓Organized client responses
Tax client questionnaireSAMPLE INTAKE
Maria JohnsonIndividual tax return
ReceivedFiling statusMarried filing jointly ⌄
Which income sources apply?
✓ W-2 employment✓ Interest income
Any changes since your last return?We purchased a home this year.
✓ Client details ✓ Tax questions ✓ Responses collected
Start with the right informationIllustrative preview · Sample data
PROFESSIONAL TAX TOOLS
Cloud Tax Software
Connect your tax practice with professional preparation and e-filing tools.
- ✓Personal and business returns
- ✓No EFIN required option
- ✓Integrated bank products
TaxSlayer ProWebSOFTWARE PREVIEW
Individual tax preparation · TaxSlayer ProWeb
Your firm. Your software.Illustrative preview · Sample data
GROW YOUR PRACTICE
Marketing & Marketplace
Help clients find your firm and stay connected throughout the year.
- ✓Marketplace business listing
- ✓Custom professional profile
- ✓Email marketing campaigns
Search professional services 
★★★★★ 5 (6 Reviews)Harrington Group, CPAs, LLP
Online Services Only
✓ Verified★★★★★ 4.6 (10 Reviews)Thomas Associates
760 Fifth Avenue, New York, NY
✓ Verified★★★★★ 5 (20 Reviews)Lion’s Roar Tax Group
3499 16th St, San Francisco, CA
✓ VerifiedMake your firm easier to findIllustrative preview · Sample data
CLIENT RELATIONSHIPS
Client Management
Keep client records, documents and next steps together in one workspace.
- ✓Secure client portal
- ✓Complete customer profiles
- ✓Lead and pipeline tracking
Client workspace3 CLIENTS
Maria JohnsonIndividual return
In review
James CarterBusiness return
IntakeKeisha BrownIndividual return
ReadyRecords · Documents · Messages · Activity
Client work, connectedIllustrative preview · Sample data
INVOICES & PAYMENTS
Billing & Payments
Send invoices and keep track of payments without losing sight of client work.
- ✓Professional invoices
- ✓Digital proposals
- ✓Payment links and tracking
Invoice overviewSAMPLE DATA
Total invoiced$2,450
Maria JohnsonTax preparation · $450
PaidJames CarterBusiness return · $1,200
SentKeisha BrownTax preparation · $800
PaidStay on top of paymentsIllustrative preview · Sample data
CONNECTED CONVERSATIONS
Communications
Keep tax conversations moving with messages, meetings and timely updates.
- ✓Team and client chat
- ✓Integrated video meetings
- ✓Real-time notifications
YOUR OFFICE, ANYWHERE
Mobile Apps
Keep client work close, whether you are in the office or on the go.
- ✓Professional mobile app
- ✓Customer mobile app
- ✓Secure document upload
Good morning, MariaTAAX AI
Your client portalEverything in reach.
DocumentsUpload your W-2
3 files
AppointmentTomorrow · 10:00 AM
ConfirmedMessagesYour tax team
1 newYour workspace goes with youIllustrative preview · Sample data
GROW TOGETHER
Affiliate Program
Share TAAX with your network and track your referrals in one place.
- ✓Track every referral
- ✓Earn recurring commissions
- ✓Marketing resources included
Referral overviewSAMPLE DATA
12Referrals
8Registered
4Pending
Your referral link
affiliate.taax.app/your-firm
affiliate.taax.app/your-firm
New referralInvitation accepted
RegisteredShare. Refer. Track.Illustrative preview · Sample data
01 / 11
Drag the cards or use the arrows
FROM FIRST CONTACT TO PAYMENTRoutine work moves.
Routine work moves.
You stay in control.
Set up your workflow once. Reminders and requests keep moving in the background; AI-prepared messages come to you for approval.
- Let scheduled reminders run in the background
- Keep requests and client responses together
- Review and approve AI-prepared follow-ups
JP
Jason ParkerOne record. Every next step.
New clientStep 1 of 5
- Appointment bookedClient chooses a timeIn progress
- Reminder sentAutomatic · scheduled reminderUp next
- Documents requestedAutomatic · configured workflowUp next
- Follow-up preparedTAAX Ai · draft ready for reviewUp next
- You review & approveYour approval · before the AI draft is sentUp next
A client books an appointment.
REAL PROFESSIONALS. REAL OFFICE GROWTH.
See what TAAX professionals are achieving.
5.0★★★★★4 reviews
From our booking calendar ↗
I booked a General Sales demo first, and the team answered every niche technical question I had. What really impressed me was the onboarding help—they actually walk you through the configuration so you aren't left guessing. The software is intuitive and the support is unmatched.
Running a service bureau with over 150 independent offices meant spending the first week of every month trapped in spreadsheet hell trying to calculate and send split commissions. Since moving to this platform, the commission center handles it all automatically. The software splits the prep fees, routes our bureau cut, and deposits the rest into our partners' accounts instantly. It’s saved us countless admin hours.
Switching our firm over to TAAX Pro has been a game-changer. The onboarding team was incredibly helpful in getting our entire staff set up. Being able to manage multiple client returns simultaneously without the software lagging has saved us dozens of hours this tax season.
We sourced our new automated document-gathering tool straight from the marketplace. The integration was instant, and our clients are already raving about the new onboarding flow. If you aren't looking through the marketplace options, you're missing out on serious efficiency.
START WITH YOUR OFFICE’S NEEDS
Choose the right plan for your office.
Choose individual workflow or a shared office for your team. Tax software is optional.
INDIVIDUAL WORKFLOW
Premium
$27 /month$324 billed annually
1 seat included
Office automation and AI tools for your daily client work.
- AI workflow assistant
- Automated AI marketing
- Custom intake forms
- Invoicing & billing
- Unlimited data storage
SHARED OFFICE WORKFLOWRecommended
Office Team
$105 /month$1,260 billed annually
3 seats included
Keep your filing software. Bring your colleagues and client work together.
- Everything in Premium
- Customer projects & assignments
- Team calendars & chat
- E-signatures & client billing
- AI document organization
TAX SOFTWARE BUNDLE
Tax Office Plus
$119 /month$1,428 billed annually
2 seats included
Office tools together with professional tax software, when you need both.
- Professional tax software
- Unlimited tax preparers
- AI document organization
- Unlimited e-filing
- E-signatures & billing
Additional full team users: $324/year. Limited support users: $120/year, with owner-controlled access and the option to upgrade. Tax software is included with Tax Office Plus; it is separate for other plans. Network services are separate.
YOUR FIRST 7 DAYS
Your dashboard. Ready to explore.
Choose a plan, create your account and jump in. Explore your tools at your own pace, with support just a click away.
No credit card. No automatic paid upgrade.
Explore TAAX office tools free for 7 days. After your trial, you can upgrade or continue for free with our limited Basic plan.
See all plans & features
SUPPORT BEYOND THE SOFTWARE
Training, onboarding and growth support are built into TAAX.
Learn at your pace, train your team and get personalized support as your office grows.
Watch how TAAX AI brings daily priorities and client follow-ups into your workspace.
WATCH AI DEMOCreate your free account and start exploring. Help is here whenever you need it.
CREATE FREE ACCOUNT
Connect customer projects, staff calendars and team chat so everyone can pick up the next step.
EXPLORE OFFICE TEAMS
NEED HELP?
Frequently Asked Questions
Yes. Add employees as your office grows, then assign roles, permissions, calendars and responsibilities from one account.
No. TAAX brings client management, appointments, documents, communications and billing together for professional service teams. Tax software is a dedicated offering for tax practices; review the available plans for the features your office needs.
After 7 days, your account switches to the free Basic plan unless you choose to purchase a paid plan. No credit card is required to start the trial. Compare included features and billing terms before purchasing. View plans and features.
Yes. Training, guided onboarding and ongoing support are built into TAAX so your team can get set up and stay productive.
Yes. Clients can upload documents, answer requests and track progress through the TAAX Client mobile app.
Yes. Each task can include multiple team members along with priority levels, so work stays coordinated across your office.
Yes. You can set the signing order and each party receives the signature request in sequence.
LET ROUTINE WORK RUN IN THE BACKGROUND
Start Full Access Trial
One dashboard. Less manual work. More free time.
7-day trial · No credit card required
Continue on the free Basic plan until you’re ready to purchase.