Missing documents
2 documents missing
W-2 and 1099-NEC follow-ups
Bring your clients, staff, documents, appointments and billing into one workspace. Keep responsibilities clear and client work moving, from intake to final invoice.


TAAX Ai Agent
Your office copilot. One step ahead.
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Missing documents
2 documents missing
W-2 and 1099-NEC follow-ups
Prepared for you
2 follow-ups ready
Signature and invoice reminders.
Suggested next step
Keep returns moving
Appointment and intake follow-ups.
Bring client details, documents and follow-ups into your daily workflow.
Use staff calendars and assigned tasks to organize the next step.
Review appointments, open tasks and invoices from your dashboard.
Keep your office in one dashboard while automated reminders, follow-ups and routine workflows run in the background.
One workspace for your clients, team and tax workflow.
Drag the cards or use the arrows
Set up your workflow once. Reminders and requests keep moving in the background; AI-prepared messages come to you for approval.
An assigned task makes the next step easier to understand. The value for me is in the everyday work of passing work to a colleague. We have a shared reference for what still needs to be done.
Having the client details together makes it easier to get back into the work. The value for me is in the everyday work of returning to a client file. I can review the context before asking the client another question.
Clients can review available appointment times themselves. The value for me is in the everyday work of arranging a client meeting. It gives us a clearer starting point for scheduling.
The profile puts my services and booking options in one place. The value for me is in the everyday work of sharing my services with someone new. I can share the page instead of explaining everything in separate messages.
The trial gives me an opportunity to explore the tools in my own order. I can start with one workflow and decide what to try next. It is a practical part of my routine for learning the workspace.
The invoice preview lets me look over the business details and charges. It gives me a useful final check from the client's perspective. It is a practical part of my routine for reviewing a bill before sending.
Choose individual workflow or a shared office for your team. Tax software is optional.
$27 /month$324 billed annually
1 seat included
Office automation and AI tools for your daily client work.
$105 /month$1,260 billed annually
5 seats included
Keep your filing software. Bring your colleagues and client work together.
$119 /month$1,428 billed annually
3 seats included
Office tools together with professional tax software, when you need both.
Additional full team users: $324/year. Limited support users: $120/year, with owner-controlled access and the option to upgrade. Tax software is included with Tax Office Plus; it is separate for other plans. Network services are separate.
Choose a plan, create your account and jump in. Explore your tools at your own pace, with support just a click away.
After 7 days, your account switches to the free Basic plan unless you purchase. Paid features require a paid plan.
See all plans & featuresLearn at your pace, train your team and get personalized support as your office grows.
Watch how TAAX AI brings daily priorities and client follow-ups into your workspace.
WATCH AI DEMOCreate your free account and start exploring. Help is here whenever you need it.
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Continue on the free Basic plan until you’re ready to purchase.