Choose the way your office works.

Explore TAAX free for 7 days. No credit card required.

Calculate your team cost.

ESTIMATED TOTAL
—/month

Price breakdown ·
additional full users ×
limited support users ×

Count yourself as a full user. Limited support access is set by the owner. Additional users are configured separately.

Annual billing saves 30% on the base plan; additional users have their own annual rates.

Unlimited tax preparers in the tax software; TAAX seats are separate.

Optional services and taxes excluded.
Grow Grow

Free

Basic Marketplace Listing

A free Marketplace listing to get visible and start taking appointments.

$0/month/mo
Choose

1 seat included

  • Marketplace Listing
  • 1 User / Seat
  • Appointment Scheduling
  • Basic customer tools
  • Email inbox
Start Free
Workflow Workflow

Premium

Office automation + AI

Office workflow with your existing filing tools.

$39/month/mo
Choose

1 seat included

  • AI workflow assistant
  • Automated AI marketing
  • Custom intake forms
  • Invoicing & billing
  • Unlimited data storage
Choose Premium
Recommended Recommended

Office Team

Shared workflow · 5 seats

A shared office workspace without bundled tax software.

$149/month/mo
Selected

5 seats included

  • Everything in Premium
  • Shared projects & handoffs
  • Team calendars & chat
  • E-signatures & client billing
  • AI document organization
Selected Plan
Tax Software Tax Software

Tax Office Plus

Tax software bundle

Choose this bundle when you want TAAX tax software.

$169/month/mo
Choose

3 seats included

  • Professional tax software
  • Unlimited tax preparers
  • AI document organization
  • Multi-user calendar
  • E-signatures & billing
Choose Tax Office Plus

COMPARE ALL PLANS

Find the Right Plan for Business Find the Right Plan

Premium and Office Team work with your existing filing software. Tax software is included only with Tax Office Plus or a separate tax-software add-on and requires provider activation. Tax software supports unlimited users; each person who needs the TAAX dashboard needs separate dashboard access.

Compare individual workflow, shared team access and the optional tax-software bundle. Network services are separate.

Select a plan to review every included feature without shrinking the table.

SELECT A PLAN

RECOMMENDED

FEATURES
Free $0/mo
Premium $39/mo
RECOMMENDED Office Team $149/mo
Tax Office Plus $169/mo
MARKETPLACE PRESENCE
TAAX Marketplace Listing
✓
✓
✓
✓
Included seats
1
1
5
3
Service Categories
1
1
1
1
Public marketplace locations
1
1
2
1
Appointment Scheduling
✓
✓
✓
✓
Email Inbox
✓
✓
✓
✓
MARKETING & CLIENT TOOLS
Automated AI Marketing
—
✓
✓
✓
AI Credits
50
150
500
300
Automated CRM
—
✓
✓
✓
Customer Portal / App
—
✓
✓
✓
Pro Mobile App
—
✓
✓
✓
Secure Messaging
—
✓
✓
✓
Virtual Business Card
✓
✓
✓
✓
Chat / Live Support
✓
✓
✓
✓
ADVANCED AUTOMATION & TEAM
Improved Google Ranking
—
✓
✓
✓
Unlimited Data Storage
—
✓
✓
✓
E-Signatures
—
—
✓
✓
PDF Merge
—
✓
✓
✓
Invoice Billing
—
✓
✓
✓
Custom Form Builder
—
✓
✓
✓
Task Manager
—
—
✓
✓
Secure Team Chat
—
—
✓
✓
Multi-User Booking
—
—
✓
✓
Multi-Calendar
—
—
✓
✓
Dedicated Account Representative
—
—
✓
✓
Priority Support
—
—
✓
✓
TAX SOFTWARE & Guidance
Professional Tax Software
—
—
Optional
✓
Unlimited tax preparers
—
—
With tax add-on
✓
Enhanced office support
—
—
✓
✓
OPTIONAL NETWORK SERVICES
Automated Fee Splitting
—
Optional
Optional
Optional
Network Affiliate Rebates
—
Optional
Optional
Optional
Network office management
—
Optional
Optional
Optional
Commission Manager
—
Optional
Optional
Optional
AVAILABLE ADD-ONS
Recording Transcription
—
—
—
—
Video Meetings
—
—
—
—
Virtual Phone
—
—
—
—
Email Marketing
—
—
—
—
Choose your plan Start free or select the tools you need.

Tax software and network services are optional. Office Team includes 5 full seats and shared office collaboration. It does not include tax software, automated fee splitting, network offices or affiliate rebates. Discuss network services →

Not sure which plan fits?

Choose Premium for individual workflow, Office Team for a shared office, or Tax Office Plus when you want tax software.

Talk To Sales

YOUR SELECTION

Total due today $0

Set up Office Team →

✓ No credit card required • Pay nothing until you’re ready

Explore TAAX with a free 7-day Full Access Trial

Bring your colleagues into one shared workspace. Keep your existing filing software. Tax software and network services can be discussed separately during team setup.

Explore available office tools during your 7-day trial. After the trial, continue on the free Basic plan unless you purchase. Tax software and onboarding require a qualifying purchase and provider activation; optional add-ons have separate access and charges.

  • Easy account setup
  • Live support
  • Pay nothing until you're ready

YOUR SELECTION

Total due today $0

Set up Office Team →

✓ No credit card required • Purchase only when you choose

Explore TAAX with a free 7-day Full Access Trial

Bring your colleagues into one shared workspace. Keep your existing filing software. Tax software and network services can be discussed separately during team setup.

Explore available office tools during your 7-day trial. After the trial, continue on the free Basic plan unless you purchase. Tax software and onboarding require a qualifying purchase and provider activation; optional add-ons have separate access and charges.

  • Easy account setup
  • Live support
  • Pay nothing until you're ready

YOUR SELECTION

Total due today $0

Set up Office Team →

✓ No credit card required • Purchase only when you choose

Explore TAAX with a free 7-day Full Access Trial

Bring your colleagues into one shared workspace. Keep your existing filing software. Tax software and network services can be discussed separately during team setup.

Explore available office tools during your 7-day trial. After the trial, continue on the free Basic plan unless you purchase. Tax software and onboarding require a qualifying purchase and provider activation; optional add-ons have separate access and charges.

  • Easy account setup
  • Live support
  • Pay nothing until you're ready
Seats & access

Additional full users: $39/month or $324/year in the same office. Limited support users: $20/month or $120/year, with access set by the owner and the option to upgrade.

Free includes one seat. Choose a paid plan to add colleagues.

Tax software access is separate from TAAX seats. Tax Office Plus or a tax-software add-on supports unlimited preparers within the filing software.

Network office management, fee splitting and affiliate rebates are separate options. Discuss network services →

Explore office team tools →

Replace Multiple Subscriptions

Consolidate your marketplace, CRM, scheduling, forms and tax-office tools.

See comparison →

Need something custom?

Talk with our team about larger networks or custom workflows.

Create a custom plan
Need something custom?

Custom plans for large teams and enterprise workflows.

Talk To Sales