Choose Your WorkspaceChoose Your Workspace

Start with the tools you need today. Upgrade as your office grows.

Early bird: save an additional 20% on annual plansExtra 20% off annual plans

Use code EARLYBIRD by December 15. Annual offer only. Monthly billing uses standard prices.Code EARLYBIRD · Ends Dec 15

Use code EARLYBIRD
Grow Grow

Free For independent professionals establishing their business presence and giving prospective clients a way to find and book their services.

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 For solo professionals managing an active client base who want to keep daily work organized without juggling separate systems.

Office automation + AI

1 seat included

Office workflow with your existing filing tools.

$39/month/mo
Choose

1 seat included

  • Workflow Automation
  • AI workflow assistant
  • Automated AI marketing
  • Custom intake forms
  • Invoicing & billing
  • Unlimited data storage
Choose Premium
Most Popular Most Popular

Tax Office Plus For tax professionals who want tax preparation and office operations connected, reducing duplicate work from client intake through billing.

Tax software bundle

2 seats included

Choose this bundle when you want TAAX tax software.

$119/month/mo
Selected

2 seats included

  • Workflow Automation
  • Professional tax software
  • Unlimited tax preparers
  • AI document organization
  • Unlimited e-filing
  • E-signatures & billing
Selected Plan
Team workspace Team workspace

Office Team For practices with staff who need shared responsibility, consistent processes and fewer manual handoffs as client work moves through the office.

Shared workflow with AI

3 seats included

A shared office workspace without bundled tax software.

$149/month/mo
Choose

3 seats included

  • Workflow Automation
  • Everything in Premium
  • Customer projects & assignments
  • Team calendars & chat
  • E-signatures & client billing
  • AI document organization
Choose Office Team

Build a workspace around your business.

Find your plan, choose useful extras, and start your free trial.

Build a Custom Plan →No credit card required · $0 due today

Calculate your team cost.

ESTIMATED TOTAL
—/month

Price breakdown ·
additional full users ×
limited access users ×
Selected extras (EARLYBIRD included)

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 tools and extra capacity
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.

Explore extras

Optional tools for .

Billing Updating…

Only tools that can be added to your selected plan are shown, with options matching your billing cycle.

Selected extras

Virtual Phone

Virtual Phone

Give clients a dedicated local business number, separate from your personal number.

Your choices will be ready when you reach checkout. Nothing is purchased now.

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.

  • 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

COMPARE ALL PLANS

Compare what’s included.

See the tools, access and optional extras in each plan.

Compare prices

SELECT A PLAN

MOST POPULAR

FEATURES
For independent professionals establishing their business presence and giving prospective clients a way to find and book their services.
$0/mo
For solo professionals managing an active client base who want to keep daily work organized without juggling separate systems.
$39/mo
MOST POPULAR
For tax professionals who want tax preparation and office operations connected, reducing duplicate work from client intake through billing.
$119/mo
For practices with staff who need shared responsibility, consistent processes and fewer manual handoffs as client work moves through the office.
$149/mo
MARKETPLACE PRESENCE
TAAX Marketplace Listing
✓
✓
✓
✓
Included seats
1
1
2
3
Service Categories
1
1
1
1
Public marketplace locations
1
1
1
2
Appointment Scheduling
✓
✓
✓
✓
Email Inbox
✓
✓
✓
✓
MARKETING & CLIENT TOOLS
Automated AI Marketing
—
✓
✓
✓
AI Credits
50
150
300
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
—
✓
✓
✓
Workflows
—
✓
✓
✓
Task Manager
—
—
✓
✓
Secure Team Chat
—
—
✓
✓
Multi-User Booking
—
—
✓
✓
Multi-Calendar
—
—
✓
✓
Dedicated Account Representative
—
—
✓
✓
Priority Support
—
—
✓
✓
TAX SOFTWARE & Guidance
Professional Tax Software$99.99/mo · unlimited users
—
—
✓
—
Unlimited tax preparers
—
—
✓
With tax add-on
Enhanced office support
—
—
—
—
AVAILABLE EXTRAS
Pay Center$149/mo · unlimited users
—
—
—
—
Recording Transcription$38/mo
—
—
—
—
Video Meetings$49.99/mo
—
—
—
—
Virtual Phone$5/mo + minutes
—
—
—
—
Email Marketing$20/mo
—
—
—
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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 extras have separate access and charges.

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