2 documents missing
W-2 and 1099-NEC follow-ups.
TAX OFFICE PLUSYour tax software.
Your tax software.
Your workflow.
One connected office.
Your TAAX Ai workspace, professional tax software through OLT Pro or TaxSlayer Pro, and connected office workflow—together in one plan.
No credit card required · Explore TAAX immediately
TAAX Ai Agent
Your office copilot. One step ahead.
2 follow-ups ready
Signature and invoice reminders.
Keep returns moving
Appointment and intake follow-ups.
Tax software, office tools and real support.
TAAX Ai office tools and support, plus tax preparation and e-filing through your selected software provider.
Professional tax software
- All personal & business tax forms
- Unlimited e-filing
- Bank product options
Clients & appointments
- Secure client portal
- Automated AI CRM
- Appointment manager & custom forms
Communication & payments
- E-signatures
- Phone & video meetings (optional add-ons)
- Payroll & billing
Mentorship & training
- 1-on-1 mentorship
- Office training program
- Guided onboarding & support
Explore TAAX office tools free for 7 days. After your trial, you can upgrade or continue for free with our limited Basic plan. No credit card required. Tax software access and onboarding require Tax Office Plus or a separate tax-software add-on and provider activation. Premium and Office Team do not include tax software. Tax software supports unlimited users; each person who needs the TAAX dashboard needs separate dashboard access. Virtual Phone and Video Meetings are optional add-ons with separate charges.
TAX SOFTWARE CAPABILITIES
Powerful tax software.
Powerful tax software.
Built around how you
actually work.
Everything you need to file confidently
Use OLT Pro or TaxSlayer Pro for tax preparation and e-filing, with TAAX Ai office tools supporting your client work.
- 01 EFIN Flexibility
- 02 Effortless e-Filing
- 03 Bank Products
- 04 Secure Documents
Effortless e-Filing
TAAX offers all personal and business tax forms through its tax-software offerings. Return preparation, review and e-filing take place in your selected provider’s software.
Bank Products and Refund Advances
Offer bank products and refund advances that give clients faster access to funds while creating an additional revenue stream for your office.
Secure Document Management
Clients upload documents directly through a secure portal while your team organizes, stores and accesses every file in one protected location.
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One office solution. Two professional tax-software options.
TAAX Ai brings your office tools, mentorship and training together. Tax preparation and e-filing are provided through OLT Pro or TaxSlayer Pro.
TAAX Ai
Manage clients, appointments, documents, communications and billing. Review daily priorities and AI-prepared follow-ups, with you in control of approvals.
Office tools · Mentorship · TrainingOLT Pro
Individual and business tax preparation for CPA practices, including 1120 corporate returns, alongside your TAAX Ai workspace.
Explore OLT Pro features →TaxSlayer ProWeb
Individual 1040 preparation for tax preparers. For corporate returns such as 1120, explore our OLT Pro option.
Explore TaxSlayer ProWeb features →Same plan price with either option.
Discuss the right option Tax Office Plus includes OLT Pro or TaxSlayer Pro at $169/month or $1,428 billed annually. Save 30% with annual billing.
TAAX offers personal and business tax-form coverage through its provider options. OLT Pro includes corporate returns; the TaxSlayer ProWeb option is for individual returns. The dashboard shown is the TAAX Ai office workspace; return preparation and e-filing use the selected provider’s software.
The tools and guidance your tax office needs.
Starting a tax office?
Explore office setup, software training and 1-on-1 mentorship. Talk with a mentor about your goals and the support included in Tax Office Plus.
Discuss mentorship →Growing your practice?
Connect client intake, documents, tax preparation, signatures and payment. Keep follow-ups and client records together throughout the year.
Compare Tax Office Plus →Keeping your current tax software?
Office Team connects your office with 3 seats for $149/month or $1,260 billed annually, without bundled tax software. Network offices, fee splitting and affiliate rebates are separate services.
Compare Office Team →COMMISSION CENTER · FOR MULTI-USER OFFICES
Pay your team with a clear commission breakdown.
When your office pays preparers by commission, bring preparation fees, individual rates and shared-return splits together. Keep each team member’s earnings and payment status clear.
- Individual commission rates
- Shared-return fee splits
- Commission reports & payment tracking
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.
CONNECTED OFFICE WORKFLOW
Office tools that support
Office tools that support
every client engagement.
From intake to signature and payment
Use OLT Pro or TaxSlayer Pro for tax preparation and e-filing, with TAAX Ai office tools supporting your client work.
- 01 Easy Data Entry
- 02 Effortless e-Signatures
- 03 Invoicing & Billing
- 04 Custom Forms
Easy Data Entry with Smart Refund Booster
A wizard-based interface guides preparers step by step, prompting for the right information at the right time to uncover deductions and support accurate, compliant returns.
Effortless e-Signatures
Clients securely sign tax forms and other documents from anywhere, speeding up filing and removing the need for physical paperwork.
Invoicing & Billing
Create billing tasks, send overdue reminders, prepare monthly statements and review payment discrepancies without losing track of financial follow-up.
Custom Forms
Build custom intake forms, questionnaires and surveys to gather the information you need before beginning a return.
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Build the people, systems and relationships behind your practice.
Personal guidance with a Mentor
Bring your questions about office setup, pricing and growth to 1-on-1 mentorship. Build your next steps around the needs of your practice.
Learn your office systems
Use office training to get familiar with the software and the routines your team needs to work consistently.
Keep your team coordinated
Assign responsibilities, manage appointments and keep client work visible so everyone knows what needs attention.
Stay connected all year
Keep client records and conversations together. Organize follow-ups and appointments beyond filing season.
BUILT FOR A BETTER WORKDAY
Maximize efficiency. Simplify your day.
Stop being overwhelmed trying to multitask across disconnected tools.
Virtual Office
Replace expensive software and complex integrations.
Boost Productivity
Automate repetitive work and focus on business growth.
Effortless Organization
Keep appointments, tasks and client work in one place.
BENEFITS OF CHOOSING TAAX APP PRO
Why professionals trust us
Built to grow with your office.
Efficiency & time savings
Higher client satisfaction
Scalable business growth
Work securely from anywhere
Secure, compliant operations
NEED HELP?
Frequently Asked Questions
Tax Office Plus includes 2 TAAX dashboard seats. Premium includes 1 and Office Team includes 3. Each person who uses the TAAX dashboard for clients, documents, calendars, tasks or billing needs their own seat.
Tax software users are separate. Tax Office Plus supports unlimited tax preparers in the included tax software. Those preparers do not automatically receive TAAX dashboard access; only colleagues who also use the dashboard need a dashboard seat.
Add full dashboard users for $39/month or $324/year. Limited support users cost $20/month or $120/year for data collection and administrative assistance, with abilities controlled by the owner. They can be upgraded at any time.
Tax software users are separate. Tax Office Plus supports unlimited tax preparers in the included tax software. Those preparers do not automatically receive TAAX dashboard access; only colleagues who also use the dashboard need a dashboard seat.
Add full dashboard users for $39/month or $324/year. Limited support users cost $20/month or $120/year for data collection and administrative assistance, with abilities controlled by the owner. They can be upgraded at any time.
Tax Office Plus includes a tax-software option—OLT Pro for the CPA practices we serve or TaxSlayer Pro for the tax-preparation offices we serve—alongside the TAAX Ai workspace, mentorship and training. The advertised plan price is the same with either option.
If you already have an EFIN, you can use it with TAAX. If not, our team can guide you through the options available for your office setup.
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.
READY TO RUN A SMARTER OFFICE?
Start Full Access Trial