Easy setup
Start with one workflow and configure your office at your own pace.
Built for tax practices, accountants & bookkeepers
Let TAAX AI handle daily briefings, track missing documents, and draft client communications so your team can focus entirely on advisory work and returns.

Start with one workflow and configure your office at your own pace.
Get practical guidance for your workspace, team access and office rules.
Get help planning the move of your client information and documents.
Choose your reminder schedules, document requests and approval settings.
Configured reminders and requests move in the background, without repeating the same manual steps.
Client details carry forward through documents, appointments, team tasks and billing.
One client record. Connected tools. Routine work keeps moving.
Client details and history in one place.
SyncedCollect documents. Keep client files connected.
ReadyBookings and configured reminders, connected.
ConnectedClient work stays connected.
Client information captured and added.
Files received. Client record updated.
Booking and reminders stay connected.
Payment recorded against the client.
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.
EARLYBIRD PRICE$27 /month$324 billed annually
1 seat included
Office automation and AI tools for your daily client work.
EARLYBIRD PRICE$83.25 /month$999 billed annually
2 seats included
Office tools together with professional tax software, when you need both.
EARLYBIRD PRICE$105 /month$1,260 billed annually
3 seats included
Keep your filing software. Bring your colleagues and client work together.
Choose a plan, create your account and jump in. Explore your tools at your own pace, with support just a click away.
Explore TAAX office tools free for 7 days. After your trial, you can upgrade or continue for free with our limited Basic plan.
See all plans & featuresGet your office started with guidance from our team. We help configure your workspace, bring your team on board and plan your move from another system.
See how TAAX AI keeps reminders, documents and follow-ups moving through a connected workflow. Set your office rules once, carry client information forward and let routine steps run in the background—with less typing and fewer manual handoffs.
WATCH AI DEMOStart with one workflow. Our team can help set up your workspace, staff access and office rules, so you can get comfortable and expand at your own pace.
CREATE FREE ACCOUNTMoving from another system? Our team will help plan your data migration and coordinate the transfer. We will review your current system and data with you to confirm the scope and next steps.
DISCUSS DATA MIGRATION7-day trial · No credit card required
Continue on the free Basic plan until you’re ready to purchase.