Choose the way your office works.Choose how your office works.

Explore TAAX free for 7 days. No credit card required.

Grow Grow

Free

Basic Marketplace Listing

1 seat included

A free Marketplace listing to get visible and start taking appointments.

$0/month/mo
Choose

1 seat included

  • Marketplace Listing
  • 1 Service Category
  • Appointment Scheduling
  • Basic customer tools
  • Email inbox
Start Free
Workflow Workflow

Premium

Office automation + AI

1 seat included

Office workflow with your existing filing tools.

$27/month/mo

Billed annually

Choose

$324 billed annually

1 seat included

  • AI workflow assistant
  • Automated AI marketing
  • Custom intake forms
  • Invoicing & billing
  • Unlimited data storage
Choose Premium
Recommended Recommended

Office Team

Shared workflow with AI

3 seats included

A shared office workspace without bundled tax software.

$105/month/mo

Billed annually

Selected

$1,260 billed annually

3 seats included

  • Everything in Premium
  • Customer projects & assignments
  • Team calendars & chat
  • E-signatures & client billing
  • AI document organization
Selected Plan
Tax Software Tax Software

Tax Office Plus

Tax software bundle

2 seats included

Choose this bundle when you want TAAX tax software.

$119/month/mo

Billed annually

Choose

$1,428 billed annually

2 seats included

  • Professional tax software
  • Unlimited tax preparers
  • AI document organization
  • Unlimited e-filing
  • E-signatures & billing
Choose Tax Office Plus

Calculate your team cost.

ESTIMATED TOTAL
—/month

Price breakdown ·
additional full users ×
limited access users ×

Count yourself as a full user. Limited access is set by the owner. Additional users are configured separately.

Office Team and Tax Office Plus annual billing saves about 30% on the base plan; additional users have their own annual rates.

Unlimited tax preparers in the tax software; TAAX seats are separate.

Optional services excluded.
TAAX DASHBOARD ACCESS

Full users

A full user has their own TAAX dashboard seat to work with customers and the tools included in your plan. The account owner controls each person’s role and permissions.

Include yourself in this total. Premium includes 1 seat, Office Team includes 3, and Tax Office Plus includes 2. Additional full seats cost $39/month or $324/year each.

Tax software users are separate. Tax Office Plus includes 2 TAAX seats + unlimited tax software users; unlimited tax software access does not add dashboard seats.

 OWNER-CONTROLLED ACCESS

Limited access users

For colleagues who help collect information, view records or assist with administrative work. The owner controls which features each limited access user can use.

Add these separately from your full users. Limited access costs $20/month or $120/year per person. A colleague who needs full access can move to a full seat.

Tax software access is separate from both full and limited TAAX dashboard access.

COMPARE ALL PLANS

Compare plans for your office.

Choose individual workflow, a shared team workspace, or a tax software bundle.

Compare prices

SELECT A PLAN

RECOMMENDED

FEATURES
Free $0/mo
Premium $27/mo
RECOMMENDED Office Team $105/mo
Tax Office Plus $119/mo
MARKETPLACE PRESENCE
TAAX Marketplace Listing
✓
✓
✓
✓
Included seats
1
1
3
2
Service Categories
1
1
1
1
Public marketplace locations
1
1
2
1
Appointment Scheduling
✓
✓
✓
✓
Email Inbox
—
✓
✓
✓
MARKETING & CLIENT TOOLS
Automated AI Marketing
—
✓
✓
✓
AI Credits
50
150
500
300
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 & Guidance
Professional Tax Software$599/yr · unlimited users
—
—
Optional
✓
Unlimited tax preparers
—
—
With tax add-on
✓
Enhanced office support
—
—
✓
✓
OPTIONAL NETWORK SERVICES
Automated Fee Splitting
—
Optional
Optional
Optional
Network Affiliate Rebates
—
Optional
Optional
Optional
Network office management
—
Optional
Optional
Optional
Commission Manager$299/yr · unlimited users
—
Optional
Optional
Optional
AVAILABLE ADD-ONS
Recording Transcription$38/yr
—
—
—
—
Video Meetings$199/yr
—
—
—
—
Virtual Phone$5/mo + minutes
—
—
—
—
Email Marketing$220/yr
—
—
—
—
Choose your plan Start free or select the tools you need.

Free includes 1 seat. Start with a marketplace listing and basic client tools. Choose a paid plan for more office features or additional staff access. Tax software and network services are separate.

Premium includes 1 seat. Office automation and AI tools for your daily client work. Keep your existing filing software and add full or limited support users as needed. Tax software and network services are separate options.

Office Team includes 3 seats. Shared office collaboration, customer projects, team calendars and chat. Keep your existing filing software. Tax software, fee splitting, network offices and affiliate rebates are separate options.

Tax Office Plus includes 2 seats and professional tax software. Tax software supports unlimited tax preparers and requires provider activation. TAAX dashboard seats are separate from tax-software users. Network services are separate options.

Not sure which plan fits?

Choose Premium for individual workflow, Office Team for a shared office, or Tax Office Plus when you want tax software.

Talk To Sales

YOUR SELECTION

Total due today $0

Set up Office Team →

✓ No credit card required • Pay nothing until you’re ready

Explore TAAX with a free 7-day Full Access Trial

Bring your colleagues into one shared workspace. Keep your existing filing software. Tax software and network services can be discussed separately during team setup.

Explore TAAX office tools free for 7 days. After your trial, you can upgrade or continue for free with our limited Basic plan. Tax software and onboarding require a qualifying purchase and provider activation; optional add-ons have separate access and charges.

  • Easy account setup
  • Live support
  • Pay nothing until you're ready

YOUR SELECTION

Total due today $0

Set up Office Team →

✓ No credit card required • Purchase only when you choose

Explore TAAX with a free 7-day Full Access Trial

Bring your colleagues into one shared workspace. Keep your existing filing software. Tax software and network services can be discussed separately during team setup.

Explore TAAX office tools free for 7 days. After your trial, you can upgrade or continue for free with our limited Basic plan.

  • Easy account setup
  • Live support
  • Pay nothing until you're ready

YOUR SELECTION

Total due today $0

Set up Office Team →

✓ No credit card required • Purchase only when you choose

Explore TAAX with a free 7-day Full Access Trial

Bring your colleagues into one shared workspace. Keep your existing filing software. Tax software and network services can be discussed separately during team setup.

Explore TAAX office tools free for 7 days. After your trial, you can upgrade or continue for free with our limited Basic plan.

  • Easy account setup
  • Live support
  • Pay nothing until you're ready
Seats & access

Additional full users: $39/month or $324/year in the same office. Limited support users: $20/month or $120/year, with access set by the owner and the option to upgrade.

Free includes one seat. Choose a paid plan to add colleagues.

Tax software access is separate from TAAX seats. Tax Office Plus or a tax-software add-on supports unlimited preparers within the filing software.

Network office management, fee splitting and affiliate rebates are separate options. Discuss network services →

Explore office team tools →

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.

Request a custom plan
Need something custom?

Custom plans for large teams and enterprise workflows.

Talk To Sales