PLANS FOR EVERY STAGE
Plans for Every Stage of Your Business
Plans for Every Stage of Your Business
Try every feature free for 7 days. Then stay on the free Basic plan or choose a paid plan when you’re ready. No credit card required.
Try every feature free for 7 days. Then stay on the free Basic plan or choose a paid plan when you’re ready. No credit card required.
★★★★★
4.8 app-store rating
✓ No credit card required
✓ free Basic plan after trial
✓ Easy account setup
COMPARE ALL PLANS
Find the Right Plan for Business
Find the Right Plan
Compare Marketplace visibility, office software, mentorship and network-scale tools in one place.
Select a plan to review every included feature without shrinking the table.
SELECT A PLAN
FEATURES
Free
$0/mo
Premium
$39/mo
MOST POPULAR
Tax Office Plus
$99/mo
Service Bureau
$149/mo
TAAX Marketplace Listing
✓
✓
✓
✓
Included User Seats
1
1
3
5
Service Categories
1
1
1
1
Appointment Scheduling
✓
✓
✓
✓
Automated AI Marketing
—
✓
✓
✓
AI Credits
50
150
300
500
Customer Portal / App
—
✓
✓
✓
Virtual Business Card
✓
✓
✓
✓
Chat / Live Support
✓
✓
✓
✓
ADVANCED AUTOMATION & TEAM
Improved Google Ranking
—
✓
✓
✓
Unlimited Data Storage
—
✓
✓
✓
Custom Form Builder
—
✓
✓
✓
Multi-User Booking
—
—
✓
✓
Dedicated Account Representative
—
—
✓
✓
TAX SOFTWARE & MENTORSHIP
Professional Tax Software
—
—
✓
✓
1-on-1 Mentorship Program
—
—
✓
✓
Office Training Program
—
—
✓
✓
SERVICE BUREAU & NETWORK SCALE
Automated Fee Splitting
—
—
—
✓
Unlimited Downlines
—
—
—
✓
Unlimited Offices
—
—
—
✓
Commission Manager
—
—
—
✓
Custom Forms Plus
—
—
—
—
Task Manager Plus
—
—
—
—
Choose your plan
Start free or select the tools you need.
YOUR SELECTION
Total due today
$0
✓ No credit card required • Pay nothing until you’re ready
Try every feature free for 7 days
Enjoy free access to every feature during your 7-day trial, regardless of the plan you select. After the trial, continue on the free Basic plan or purchase a paid plan when you’re ready.
- ✓Easy account setup
- ✓Live support
- ✓Pay nothing until you're ready