Professional tax software
- All personal & business tax forms
- Unlimited e-filing
- Bank product options
TAX OFFICE PLUS
Tax software for tax preparers and accountants.
Prepare business and personal tax returns with unlimited e-filing and users. Keep document collection, client management, signatures and billing connected.
- Unlimited e-filing
- Unlimited tax software users
Simple onboardingQuick activation
Personal & business returns
Automated document collection
Connected client management
Tax software, office tools and real support.
Professional tax preparation and e-filing, connected office tools, and support to help your team get started.
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
TAX SOFTWARE CAPABILITIES
Powerful tax software.
Powerful tax software.
Built around how you
actually work.
Everything you need to file confidently
Prepare returns and e-file with professional tax software, supported by connected client documents, signatures and billing.
- 01 EFIN Flexibility
- 02 Effortless e-Filing
- 03 Bank Products
- 04 Secure Documents
Effortless e-Filing
Prepare personal and business returns, review your work and submit filings electronically with the tax software you select in your dashboard.
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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Built for tax season. Connected all year.
Prepare returns, keep client work organized and give your team the tools to move through tax season. Choose your tax software from your dashboard when you get started.
Professional tax software
Prepare personal and business returns with unlimited e-filing and unlimited tax software users. Select the software that fits your practice from your dashboard.
Tax preparation · E-filing · Unlimited usersConnected office workflow
Keep client details, documents, appointments, signatures and billing connected. Use TAAX Ai to organize information and prepare follow-ups for your review.
Client management · Documents · BillingGuidance for your team
Get guided onboarding, office training and mentorship to help your team set up its workspace and build a repeatable workflow.
Onboarding · Training · MentorshipTax software and office tools in one plan.
View Tax Office Plus Explore Tax Office Plus and get your office ready for the next return.
Choose your tax software in the dashboard. Review available forms and activation requirements there before selecting the software for your practice.
CONNECTED OFFICE WORKFLOW
Office tools that support
Office tools that support
every client engagement.
From intake to signature and payment
Prepare returns and e-file with professional tax software, supported by connected client documents, signatures and billing.
- 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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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
PAY 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
Watch the Pay Center overview
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 professional tax software alongside your TAAX Ai workspace, mentorship and training. After creating your account, choose the tax software that fits your practice from the dashboard. Review the available forms and activation requirements before making your selection.
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?
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