2 tasks need attention
A missing W-2 and an unsigned engagement letter.
TAX OFFICE PLUSYour tax software.
Your tax software.
Your mentor.
One connected office.
Your TAAX Ai workspace, professional tax software through OLT Pro or TaxSlayer Pro, and 1-on-1 mentorship—together in one plan.
$99/month
— or save 30% with annual billing · $832 billed annually
No credit card required · No automatic paid upgrade
Explore TAAX immediately. Tax-software activation and e-filing depend on provider and EFIN requirements.
TAAX Ai Agent
Your office copilot. One step ahead.
2 follow-ups ready
Open a draft, make it yours and approve the next step.
Review your next step
A short plan to keep client work moving.
Tax software, office tools and real support.
TAAX Ai office tools and support, plus tax preparation and e-filing through your selected software provider.
Professional tax software
- All personal & business tax forms
- Unlimited e-filing
- Bank product options
Clients & appointments
- Secure client portal
- Automated AI CRM
- Appointment manager & custom forms
Communication & payments
- E-signatures
- Phone & video meetings
- Payroll & billing
Mentorship & training
- 1-on-1 mentorship
- Office training program
- Guided onboarding & support
Explore Tax Office Plus during your 7-day trial. Without a purchase, your account switches to the free Basic plan.
One office solution. Two professional tax-software options.
TAAX Ai brings your office tools, mentorship and training together. Tax preparation and e-filing are provided through OLT Pro or TaxSlayer Pro.
TAAX Ai
Manage clients, appointments, documents, communications and billing. Review daily priorities and AI-prepared follow-ups, with you in control of approvals.
Office tools · Mentorship · TrainingOLT Pro
Individual and business tax preparation for CPA practices, including 1120 corporate returns, alongside your TAAX Ai workspace.
Explore OLT Pro features →TaxSlayer ProWeb
Individual 1040 preparation for tax preparers. For corporate returns such as 1120, explore our OLT Pro option.
Explore TaxSlayer ProWeb features →Same plan price with either option.
Discuss the right option Tax Office Plus includes OLT Pro or TaxSlayer Pro at $99/month or $832 billed annually. Save 30% with annual billing.
TAAX offers personal and business tax-form coverage through its provider options. OLT Pro includes corporate returns; the TaxSlayer ProWeb option is for individual returns. The dashboard shown is the TAAX Ai office workspace; return preparation and e-filing use the selected provider’s software.
The tools and guidance your tax office needs.
Starting a tax office?
Explore office setup, software training and 1-on-1 mentorship. Talk with a mentor about your goals and the support included in Tax Office Plus.
Discuss mentorship →Growing your practice?
Connect client intake, documents, tax preparation, signatures and payment. Keep follow-ups and client records together throughout the year.
Compare Tax Office Plus →Managing multiple offices?
Explore Service Bureau for automated fee splitting, unlimited downlines and office management. Monthly billing is $149; annual billing is $1,252.
Explore Service Bureau →1 · Client intake2 · Collect documents3 · Prepare the return4 · Request signatures5 · Invoice & collect
Bank products and refund advances: Ask our team about available options, eligibility, fees and setup requirements before offering them to clients. Discuss your options →
TAX SOFTWARE CAPABILITIES
Powerful tax software.
Powerful tax software.
Built around how you
actually work.
Everything you need to file confidently
Use OLT Pro or TaxSlayer Pro for tax preparation and e-filing, with TAAX Ai office tools supporting your client work.
- 01 EFIN Flexibility
- 02 Effortless e-Filing
- 03 Bank Products
- 04 Secure Documents
EFIN Flexibility
Prepare and file through OLT Pro or TaxSlayer Pro. Talk with our team about EFIN requirements and the office setup appropriate for your practice.
Effortless e-Filing
TAAX offers all personal and business tax forms through its tax-software offerings. Return preparation, review and e-filing take place in your selected provider’s software.
Bank Products and Refund Advances
Offer bank products and refund advances that give clients faster access to funds while creating an additional revenue stream for your office.
Secure Document Management
Clients upload documents directly through a secure portal while your team organizes, stores and accesses every file in one protected location.
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MEET YOUR AI OFFICE ASSISTANT
TAAX Ai helps keep your tax office moving.
Review daily priorities, prepare client follow-ups and keep work organized—with you in control of approvals.
“The automated marketing helped me expand from local clients to serving clients nationwide.”
Katy McMicheal
McMicheal Accounting
“We saved money on apps—and quickly saw how much more organized our entire office became.”
Richard Breen
Diamond Services
CONNECTED OFFICE WORKFLOW
Office tools that support
Office tools that support
every client engagement.
From intake to signature and payment
Use OLT Pro or TaxSlayer Pro for tax preparation and e-filing, with TAAX Ai office tools supporting your client work.
- 01 Easy Data Entry
- 02 Effortless e-Signatures
- 03 Invoicing & Billing
- 04 Custom Forms
Easy Data Entry with Smart Refund Booster
A wizard-based interface guides preparers step by step, prompting for the right information at the right time to uncover deductions and support accurate, compliant returns.
Effortless e-Signatures
Clients securely sign tax forms and other documents from anywhere, speeding up filing and removing the need for physical paperwork.
Invoicing & Billing
Create billing tasks, send overdue reminders, prepare monthly statements and review payment discrepancies without losing track of financial follow-up.
Custom Forms
Build custom intake forms, questionnaires and surveys to gather the information you need before beginning a return.
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Build the people, systems and relationships behind your practice.
Personal guidance with a Mentor
Bring your questions about office setup, pricing and growth to 1-on-1 mentorship. Build your next steps around the needs of your practice.
Learn your office systems
Use office training to get familiar with the software and the routines your team needs to work consistently.
Keep your team coordinated
Assign responsibilities, manage appointments and keep client work visible so everyone knows what needs attention.
Stay connected all year
Keep client records and conversations together. Organize follow-ups and appointments beyond filing season.
BUILT FOR A BETTER WORKDAY
Maximize efficiency. Simplify your day.
Stop being overwhelmed trying to multitask across disconnected tools.
Virtual Office
Replace expensive software and complex integrations.
Boost Productivity
Automate repetitive work and focus on business growth.
Effortless Organization
Keep appointments, tasks and client work in one place.
BENEFITS OF CHOOSING TAAX APP PRO
Why professionals trust us
Built to grow with your office.
Efficiency & time savings
Higher client satisfaction
Scalable business growth
Work securely from anywhere
Secure, compliant operations
CONNECT, COLLABORATE, AND CONQUER
Seamless virtual meetings, right inside TAAX Pro.
Meet clients face-to-face, share screens and send automatic invitations without leaving your workflow.
- HD client meetings
- Seamless screen sharing
- Automated invitations
TRY TAAX FOR FREE
Explore your selected plan for 7 days. No credit card required.
GET STARTED NOW
NEED HELP?
Frequently Asked Questions
Tax preparation and e-filing are provided through OLT Pro or TaxSlayer Pro. TAAX offers OLT Pro for the CPA practices we serve and TaxSlayer Pro for the tax-preparation offices we serve. TAAX Ai provides the office workspace, with mentorship and training included in Tax Office Plus.
No. Tax Office Plus is $99 per month or $832 billed annually with either OLT Pro or TaxSlayer Pro. The plan includes one tax-software option alongside your TAAX Ai workspace, mentorship and training.
TAAX Ai helps you review office priorities, prepare follow-up drafts and organize client work. You stay in control of approvals. Tax returns are prepared and filed using your selected tax-software provider.
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. Review plan features and billing terms before purchasing.
Yes. Add employees as your office grows, then assign roles, permissions, calendars and responsibilities from one account.
Tax Office Plus includes a tax-software option—OLT Pro for the CPA practices we serve or TaxSlayer Pro for the tax-preparation offices we serve—alongside the TAAX Ai workspace, mentorship and training. The advertised plan price is the same with either option.
If you already have an EFIN, you can use it with TAAX. If not, our team can guide you through the options available for your office setup.
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.
READY TO RUN A SMARTER OFFICE?
Start Full Access Trial