Tasks due today
1 lead waiting
1 signature awaiting review
ONE DASHBOARD. MORE FREE TIME.
Your office keeps moving. Even when you step away.
Bring your office into one dashboard. Automate routine reminders and follow-ups in the background, with TAAX Ai to help you review priorities and approve the next step.
After your trial, keep the free Basic plan unless you choose to purchase.
Total Admin Automation eXperience
TAAX Ai Agent
Your office copilot. One step ahead.
Try the interactive demo. Sample data shown.
Prepared for you
2 follow-ups ready
Drafted and waiting for your review.
Suggested next step
Reply to new leads
Your oldest inquiry: 42 minutes ago.
BUILT FOR YOUR PRACTICE
Different services. The same need for a connected office.
Accounting & bookkeeping
Keep client requests, documents, appointments and billing organized in one workspace.
Legal & notary services
Connect client intake, scheduling, document collection and e-signatures with Live sign.
Consultants & service teams
Bring inquiries, meetings, tasks and invoices together as client work moves forward.
MEET YOUR AI OFFICE ASSISTANT
See your next steps. Keep work moving.
Get a daily view of priorities, review prepared reminders and follow up on outstanding client work from your TAAX workspace.
This demonstration uses a tax-office workflow to show TAAX AI in action.
Clients
Records & communication
Team
Tasks & collaboration
Booking
Appointments & reminders
Billing
Invoices & payments
EVERYTHING YOUR OFFICE NEEDS
One dashboard. More automation.
One dashboard. More automation.
More free time.
Keep your office in one dashboard while automated reminders, follow-ups and routine workflows run in the background.
Documents
Request, collect & sign.
Client Portal
A secure place for clients.
Payments
Send invoices. Track payments.
Your office keeps
moving.
Automate the routine.
Review what needs you—all in one dashboard.
Appointments
Schedule & send reminders.
Marketing
Stay in touch with clients.
Communications
Keep conversations together.
EVERY TOOL. ONE CONNECTED WORKSPACE.
Explore everything your office can do.
Choose a capability to see how TAAX AI connects your clients, team and daily work.
Appointment Management
Make booking effortless for clients and keep every
appointment, reminder and follow-up organized in one
place.
- Online booking calendar
- Automated confirmations & reminders
- Staff availability and assignments
- Client self-service scheduling
Client Management
Keep every lead, client record, document and
conversation organized in one secure workspace.
- Secure client portal
- Complete customer profiles
- Lead and pipeline tracking
- Notes, files and activity history
Communications
Connect with clients and your team through built-in
messaging, meetings and timely updates.
- Team and client chat
- Integrated video meetings
- Real-time notifications
- Conversation history
Document Management
Collect, organize, merge and sign client documents
without moving between disconnected tools.
- Secure document manager
- PDF merge and organization
- Electronic signatures
- Permission-based sharing
Marketing & Marketplace
Create a strong professional presence, publish your
services and connect with clients looking for help.
- Marketplace business listing
- Custom professional profile
- Email marketing campaigns
- Lead generation tools
Cloud Tax Software
Prepare personal and business returns with professional
cloud software connected to your entire office.
- Personal and business returns
- No EFIN required option
- Integrated bank products
- Secure cloud access
Billing & Payments
Create invoices, proposals and secure payment links
while keeping every client balance visible.
- Professional invoices
- Digital proposals
- Payment links and tracking
- Client balance reporting
Commission Payments
Calculate office fee splits and distribute commissions
accurately without maintaining separate spreadsheets.
- One-click fee splitting
- Direct user payments
- Custom commission rules
- Detailed payout history
Mobile Apps
Keep professionals and clients connected with secure
mobile access to the tools they use most.
- Professional mobile app
- Customer mobile app
- Secure document upload
- Appointments and messages
Affiliate Program
Create an additional revenue stream by sharing TAAX
Pro with tax and financial professionals.
- Track every referral
- Earn recurring commissions
- Marketing resources included
- Transparent payout reporting
01 / 10
Drag the cards or use the arrows
FROM FIRST CONTACT TO PAYMENTRoutine work moves.
Routine work moves.
You stay in control.
Set up your workflow once. Reminders and requests keep moving in the background; AI-prepared messages come to you for approval.
- Let scheduled reminders run in the background
- Keep requests and client responses together
- Review and approve AI-prepared follow-ups
JP
Jordan ParkerOne record. Every next step.
New clientStep 1 of 5
- Appointment bookedClient chooses a timeIn progress
- Reminder sentAutomatic · scheduled reminderUp next
- Documents requestedAutomatic · configured workflowUp next
- Follow-up preparedTAAX Ai · draft ready for reviewUp next
- You review & approveYour approval · before the AI draft is sentUp next
A client books an appointment.
CLIENT CONNECTION ENGINE
Get discovered.
Get discovered.
Get booked.
Grow nationally.
Your verified business profile helps new clients find, trust and book
your services directly.
- National marketplace exposure
- Automated CRM and marketing
- Direct appointments and secure communication
Harrington Group, CPAs, LLP
Online Services Only
- Verified
Thomas Associates
760 Fifth Avenue, New York, NY, 10118, USA
- Verified
Lion's Roar Tax Group
3499 16th St, San Francisco, CA, 94114, USA
- Verified
No matching professionals found.
TAAX MARKETPLACE
Explore the marketplace →A place for your profession.
Tax & accounting
Business & finance
Property & lending
Legal services
SUPPORT BEYOND THE SOFTWARE
Training, onboarding and growth support are built into TAAX.
Learn 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 DEMO
Create your account and start using TAAX right away. Add your details and explore your tools at your own pace.
REGISTER NOWGet direct guidance on systems, operations and growing a profitable tax office.
EXPLORE MENTORSHIP
WORK FROM ANYWHERE
One connected workflow.
One connected workflow.
Two powerful mobile apps.
One workflow. Two mobile apps.
Clients can upload documents, answer requests and track every milestone. Your team gets live updates, faster approvals and fewer follow-ups.
Everything stays in sync
- Secure document uploads
- Real-time status updates
- Direct client messaging
CLIENT EXPERIENCE
Upload, track and communicate.
A simple, secure experience for every client.
PRO WORKSPACE
Keep client work moving from anywhere.
Your office dashboard—right in your pocket.
TAX SOFTWARE + MENTORSHIPThe tools to prepare.
The tools to prepare.
The guidance to grow.
Bring professional tax preparation and practical office support together, so your team can focus on the work in front of them.
01
Prepare in the cloud
Personal and business returns in a connected workspace.
02
Choose your filing path
Use your EFIN or explore the available 80/20 option.
03
Build with guidance
Live office training and one-on-one mentorship.
RETURN PREPARATION
In reviewEverything in view.
IntakeDocumentsReview
JP
Jordan ParkerSample individual return
Client information✓ Complete
Supporting documents✓ Collected
Preparer reviewYour next step
◎
You stay in control.
Review the details before moving to filing.
SUPPORT BEYOND THE SOFTWARE
A stronger practice starts with support.
Office training · One-on-one guidance
REAL PROFESSIONALS. REAL OFFICE GROWTH.
See what TAAX professionals are achieving.
“TAAX helped me expand from serving local clients to working with clients nationwide.”
Katy McMicheal
McMicheal Accounting
“We saved money on subscriptions and our entire office became more organized.”
Richard Breen
Diamond Mortgage
“Having every business tool on one dashboard completely changed our workflow.”
Mitch Thompson
CPA
“TAAX gave me the freedom to run my office virtually from anywhere.”
Thomas Lee
MTP Financial Services
“Our confirmed meetings increased with almost zero no-shows.”
Lauren Ellis
Ellis & Associates
START WITH YOUR OFFICE’S NEEDSOFFICE AUTOMATION TAX SOFTWARE + GUIDANCE
Start Full Access Trial.
Sign up and start exploring right away. Everything is in one dashboard, with help whenever you need it.
Premium
$39 /month
For professional service teams ready to automate daily client work.
- Automated CRM
- Automated AI marketing
- Email inbox and client tools
Tax Office Plus
$99 /month
For tax practices that want office automation, filing tools and support.
- Everything in Premium
- Professional tax software
- 1-on-1 mentorship and office training
YOUR FIRST 7 DAYS
Your dashboard. Ready to explore.
Choose a plan, create your account and jump in. Explore your tools at your own pace, with support just a click away.
No credit card. No automatic paid upgrade.
After 7 days, your account switches to the free Basic plan unless you purchase. Paid features require a paid plan.
See all plans & features
NEED HELP?
Frequently Asked Questions
Yes. Add employees as your office grows, then assign roles, permissions, calendars and responsibilities from one account.
No. TAAX brings client management, appointments, documents, communications and billing together for professional service teams. Tax software is a dedicated offering for tax practices; review the available plans for the features your office needs.
After 7 days, your account switches to the free Basic plan unless you choose to purchase a paid plan. No credit card is required to start the trial. Compare included features and billing terms before purchasing. View plans and features.
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.
Yes. Each task can include multiple team members along with priority levels, so work stays coordinated across your office.
Yes. You can set the signing order and each party receives the signature request in sequence.
LET ROUTINE WORK RUN IN THE BACKGROUND
Start Full Access Trial
One dashboard. Less manual work. More free time.
7-day trial · No credit card required
Continue on the free Basic plan unless you purchase.