Missing documents
2 documents missing
W-2 and 1099-NEC follow-ups
THE ALL-IN-ONE TAX WORKFLOW
Automate your tax firm from client intake to final invoice.
TAAX Ai brings client management, tax software, marketing and fee collection into one workspace for tax preparers, accountants and bookkeepers. Automate routine follow-ups and keep client work moving.
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
Signature and invoice reminders.
Suggested next step
Keep returns moving
Appointment and intake follow-ups.
EVERYTHING YOUR OFFICE NEEDS
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.
Tax Software
Prepare returns. Manage e-filing.
Appointments
Schedule & send reminders.
Client Portal
A secure place for clients.
Payments
Send invoices. Track payments.
Commissions
Split fees. Track team payouts.
Documents
Request, collect & sign.
Communications
Keep conversations together.
Marketing
Stay in touch with clients.
EVERY TOOL. ONE CONNECTED WORKSPACE.
Explore everything your tax firm can automate
One workspace for your clients, team and tax workflow.
A CLEAR START FOR EVERY CLIENT
Client Intake
Collect the details your tax firm needs with custom forms and questionnaires.
- ✓Custom intake forms
- ✓Tax preparation questionnaires
- ✓Organized client responses
Tax client questionnaireSAMPLE INTAKE
Maria JohnsonIndividual tax return
ReceivedFiling statusMarried filing jointly ⌄
Which income sources apply?
✓ W-2 employment✓ Interest income
Any changes since your last return?We purchased a home this year.
✓ Client details ✓ Tax questions ✓ Responses collected
Start with the right informationIllustrative preview · Sample data
PROFESSIONAL TAX TOOLS
Cloud Tax Software
Connect your tax practice with professional preparation and e-filing tools.
- ✓Personal and business returns
- ✓No EFIN required option
- ✓Integrated bank products
TaxSlayer ProWebSOFTWARE PREVIEW
Individual tax preparation · TaxSlayer ProWeb
Your firm. Your software.Illustrative preview · Sample data
GROW YOUR PRACTICE
Marketing & Marketplace
Help clients find your firm and stay connected throughout the year.
- ✓Marketplace business listing
- ✓Custom professional profile
- ✓Email marketing campaigns
Search professional services 
★★★★★ 5 (6 Reviews)Harrington Group, CPAs, LLP
Online Services Only
✓ Verified★★★★★ 4.6 (10 Reviews)Thomas Associates
760 Fifth Avenue, New York, NY
✓ Verified★★★★★ 5 (20 Reviews)Lion’s Roar Tax Group
3499 16th St, San Francisco, CA
✓ VerifiedMake your firm easier to findIllustrative preview · Sample data
CLIENT RELATIONSHIPS
Client Management
Keep client records, documents and next steps together in one workspace.
- ✓Secure client portal
- ✓Complete customer profiles
- ✓Lead and pipeline tracking
Client workspace3 CLIENTS
Maria JohnsonIndividual return
In review
James CarterBusiness return
IntakeKeisha BrownIndividual return
ReadyRecords · Documents · Messages · Activity
Client work, connectedIllustrative preview · Sample data
INVOICES & PAYMENTS
Billing & Payments
Send invoices and keep track of payments without losing sight of client work.
- ✓Professional invoices
- ✓Digital proposals
- ✓Payment links and tracking
Invoice overviewSAMPLE DATA
Total invoiced$2,450
Maria JohnsonTax preparation · $450
PaidJames CarterBusiness return · $1,200
SentKeisha BrownTax preparation · $800
PaidStay on top of paymentsIllustrative preview · Sample data
CONNECTED CONVERSATIONS
Communications
Keep tax conversations moving with messages, meetings and timely updates.
- ✓Team and client chat
- ✓Integrated video meetings
- ✓Real-time notifications
YOUR OFFICE, ANYWHERE
Mobile Apps
Keep client work close, whether you are in the office or on the go.
- ✓Professional mobile app
- ✓Customer mobile app
- ✓Secure document upload
Good morning, MariaTAAX AI
Your client portalEverything in reach.
DocumentsUpload your W-2
3 files
AppointmentTomorrow · 10:00 AM
ConfirmedMessagesYour tax team
1 newYour workspace goes with youIllustrative preview · Sample data
GROW TOGETHER
Affiliate Program
Share TAAX with your network and track your referrals in one place.
- ✓Track every referral
- ✓Earn recurring commissions
- ✓Marketing resources included
Referral overviewSAMPLE DATA
12Referrals
8Registered
4Pending
Your referral link
affiliate.taax.app/your-firm
affiliate.taax.app/your-firm
New referralInvitation accepted
RegisteredShare. Refer. Track.Illustrative preview · Sample data
01 / 11
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.
REAL PROFESSIONALS. REAL OFFICE GROWTH.
See what TAAX professionals are achieving.
“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
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
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 DEMOCreate your free account and start exploring. Help is here whenever you need it.
CREATE FREE ACCOUNT
Get direct guidance on systems, operations and growing a profitable tax office.
EXPLORE MENTORSHIP
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 until you’re ready to purchase.