Routine work runs. Your team handles the exceptions.
Scheduled reminders run in the background after setup. TAAX Ai uses connected office information to prepare the next task or message, so your team can handle exceptions and required approvals without rebuilding the client story.
01 · PRIORITIES
Plan the day.
Review office priorities, upcoming appointments and open work to find a useful starting point.
02 · CLIENT CONTEXT
Review a client file.
Ask about a customer’s documents, forms, notes, appointments, tasks and invoices.
03 · WORK COORDINATION
Prepare the next task.
Review assigned or overdue work and use the assistant to help prepare tasks and appointment details.
04 · DOCUMENTS & SIGNATURES
Find what is outstanding.
Review incomplete intake, client documents and signatures still waiting for a response.
05 · BILLING
Review invoices.
Find open balances, past-due invoices and drafts, then prepare a client reminder for review.
06 · CLIENT FOLLOW-UPS
Draft a clear response.
Prepare client messages, file notes and follow-up tasks. Review and approve AI-prepared actions before they are saved or sent.
ILLUSTRATIVE EXAMPLE · SAMPLE OFFICE DATA
“What needs our attention today?”
TAAX Ai brings relevant office work into the conversation so your team can choose the next action.
AI access and actions follow the account’s permissions, plan and available credits. Scheduled automation and AI-prepared actions are different: review AI drafts before approving them.
Follow a customer from intake and appointments through assignment, team chat, customer communication, documents and billing. Choose a step in this illustrative workflow using sample information.
SAMPLE WORKFLOW · JASON PARKER
TAAX AI · DOCUMENT INTAKE
Read it. Label it. File it.
Jason uploads a document. TAAX AI reads its contents, identifies the document type and period, and suggests a clear filename. File it to the customer’s folder using your office’s rules, with review when required.
TAAX AIYour office workflow assistant
Read Jason’s upload and help label and file the document.
Here are the document details.
Document type: Form W-2
Tax year: 2025
Customer: Jason Parker
Suggested filename W2_2025_Jason-Parker.pdf
File to Jason’s Tax documents folder using your office’s filing rules.
Review the labels, customer and destination
CUSTOMER DOCUMENT INTAKE
From upload to client folder.
≡
Jason’s uploaded documentUpload received · Ready to read
Form W-22025Jason Parker
LABELED DOCUMENTW2_2025_Jason-Parker.pdf
Jason ParkerTax documents
✓ Filed
Read → Label → File Organized with the customer’s records.
Illustrative TAAX AI workflow · review suggested labels, customer match and filing destination.
AI document readingSuggested labelsCustomer filing
Tools: TAAX AI and Document Manager.
APPOINTMENTS · CUSTOMER BOOKING
Turn intake into a conversation.
Jason chooses a time to discuss his filing. Select the staff member, meeting type and an available appointment, then keep the confirmation and meeting notes with his client record.
What we’ll discuss Review Jason’s intake, filing questions and the documents needed next.
Keep the next step connected.
Save meeting notes and an optional time entry. Carry them forward into document follow-up, team tasks and billing.
Sample booking only. The interactive calendar also offers phone and in-office meetings; no real appointment or invitation is created.
Staff calendarsCustomer confirmationMeeting notes
Tool: Appointment Management · Choose a time, confirm and review the next step.
TAAX AI · PROJECT ASSIGNMENT & HANDOFF
Give the next step a clear owner.
Ask TAAX AI to review Jason’s client context and help prepare the next task. Choose the responsible colleague, confirm the due date and pass along project notes so the next person can pick up the work.
TAAX AIYour office workflow assistant
Help me prepare Jason’s next project task.
Keep the handoff clear.
Review the client file and uploaded documents.
Prepare a task with the customer context.
Confirm the assignee and due date.
Review the details before continuing
CUSTOMER PROJECT
Review Jason’s documents
Ready for assignment
Assigned preparerSelected by your office
Customer
Jason Parker
Due date
Tomorrow
Handoff notes
Review the uploaded W-2, check intake progress and update the next step.
Illustrative TAAX AI workflow · customer and project details are examples.
Client contextTask preparationTeam handoff
Tools: TAAX AI, client management and Task Manager.
INTERNAL TEAM CHAT · STAFF ONLY
Coordinate with your colleagues.
Keep handoffs and office updates in one team conversation. Staff can stay connected from the pro dashboard or pro mobile app.
Pro dashboardPro mobile app
Fewer internal email threads and phone calls.
Administrator
Jason’s intake is ready, and the uploaded documents are in the client folder. I’ve assigned the project to the preparation team.
Preparer
I’ll review the file and ask Jason for the missing income statement through customer chat. I’ll update the project notes when it arrives.
Reviewer
Please tag me when the documents are complete. I’ll review the file and leave any questions with the project so everyone has the same context.
Billing coordinator
I’ll check the saved time entries and prepare the draft invoice after the review. The team can confirm the services and amount before it is sent.
Tool: internal team chat.
CUSTOMER CHAT · CLIENT COMMUNICATION
Keep the customer in the conversation.
Keep document questions and next steps in customer chat. Your team can use the pro dashboard or pro mobile app; customers can reply from the client portal or customer mobile app.
Pro dashboard & mobile appCustomer portal & mobile app
Cut down on follow-up emails and phone calls.
Preparer
Hi Jason, we’ve reviewed your intake. Please upload the missing income statement to your client folder before our appointment.
Jason · Customer
I’ve uploaded the statement and the supporting document. Can you confirm that everything came through?
Preparer
Thank you, both files are in your folder. I’ve updated your project and let our reviewer know the documents are ready. We’ll message you here if anything else is needed.
Jason · Customer
Great, thank you for the update. I’ll keep an eye on this conversation and see you at our scheduled appointment.
Tools: customer chat, the client portal and customer app.
TAAX AI · DOCUMENTS & FOLLOW-UP
See what’s missing. Prepare the follow-up.
Ask TAAX AI to review Jason’s uploaded files, incomplete intake forms and pending signatures. Use that context to prepare a clear follow-up, then review the recipient and message before sending.
JASON’S CLIENT FILE
Know what needs attention.
✓
W-2 · 2025Uploaded document
Received
≡
Client intakeCustom form
Incomplete
✎
Engagement letterE-signature request
Awaiting signature
Documents, forms and signatures in one client context.
TAAX AIYour office workflow assistant
Draft a follow-up for Jason’s open items.
Client message · Draft for review
Hi Jason, thanks for uploading your W-2. Please finish your intake form and review the engagement letter before our appointment. Let us know if you need help.
Review the details before continuing
Illustrative TAAX AI workflow · customer and project details are examples.
Document overviewOpen forms & signaturesAI follow-up drafts
Tools: TAAX AI, Document Manager, custom forms and E-signatures.
TAAX AI · TIME TRACKING & BILLING
Track the time. Prepare the invoice with AI.
Track time when needed, then stop and save the session. Ask TAAX AI to prepare a draft invoice using the customer, service, amount and due date you confirm. Review the hours, rate and invoice before sending. AI can also help review unpaid balances and draft payment follow-ups.
TAAX AIYour office workflow assistant
Prepare a $90 draft invoice for Jason’s bookkeeping review, due Friday. The saved session was 45 minutes at $120/hour.
Billing details for review
Customer: Jason Parker
Service: Bookkeeping review
45 minutes × $120/hour = $90
Due date: Friday
Confirm the customer and billing details before continuing.
Draft invoice · review before sending
SAMPLE SAVED SESSION00:45:00
Stopped & saved
Jason Parker · Bookkeeping review 45 minutes · $120/hour
NORTHSTARTax & Accounting
DRAFT INVOICE · #1042For review
Bookkeeping review 0.75 hours × $120.00$90.00
Total$90.00
Due Friday · Jason Parker
Illustrative time and invoice details · confirm the customer, service, amount and due date. No invoice is created by this preview.
Optional time trackingAI invoice preparationPayment follow-up drafts
Tools: TAAX AI, time tracking and Invoice & Billing. You can bill services without using the timer.
YOUR SOFTWARE. YOUR SHARED OFFICE.
Start with the workspace your team needs.
Keep your existing filing software with Premium or Office Team. Choose Tax Office Plus only when you want our tax software.
INDIVIDUAL WORKFLOW
Premium
$39 /monthBilled monthly
1 seat included
Office workflow and AI tools, with the filing software you already use.
Choose one repeatable process, try it with a colleague, then bring over more work once it fits your office.
Moving from another system? Our team will help plan your data migration, coordinate the transfer and get your office set up. Explore TAAX first, then work with us to move your office when you’re ready.
Begin with intake, appointments, documents or invoicing.
Set up employee access.
Use your existing office account. Confirm the seat allowance and choose each colleague’s access with the owner.
Try one client with a colleague.
Add a sample client, assign a task and check the next step together.
Check the handoff, then expand.
Review what worked before adding more staff and client records. Keep time tracking optional when it is not part of your process.
BEFORE YOU GET STARTED
A few things before you get started.
Can we keep our current tax software?
Yes. Premium and Office Team work with the filing software you already use. Office Team includes 3 full seats. Tax software is optional: choose Tax Office Plus or discuss a separate tax-software add-on.
Does unlimited tax software access include seats?
Tax Office Plus includes 2 seats + unlimited tax software users. The 2 seats provide access to the TAAX dashboard; unlimited users apply within the tax software. Office Team includes 3 seats, with tax software available separately. Additional full team seats are $39/month or $324/year.
Can administrative colleagues use limited access?
Limited view-only/admin support users can help with data collection and administrative work, with abilities set by the owner. This access costs $20/month or $120/year and can be upgraded.
What can we explore during the trial?
Explore TAAX office tools free for 7 days. After your trial, you can upgrade or continue for free with our limited Basic plan. Live tax software and onboarding require a qualifying purchase and provider activation. Optional add-ons have separate access and charges.
Can you help us plan a move from another system?
Yes. Our team will work with you to plan your move and help migrate your office’s data into TAAX. We’ll review your current tools and data, coordinate the transfer and help your team get set up. Your migration is planned separately from the demo, so you can explore TAAX first and transition your office when you’re ready.
Bring your office into sync.
Connect your people, client work and routine automation in one workspace.
NORTHSTARTax & Accounting