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“Grow your client base and run your practice on autopilot.” “Client Acquisition.”

4.8 ~ Trusted by 3,000+ Tax Pros

Free Plan

$0/mo

Start with essential marketplace and scheduling tools. Appointments require a small unlock fee after your trial ends.

Free Plan includes:
  • TAAX Marketplace Listing
  • 1 User/ Seat
  • 1 Service Category
  • 1 Location
  • Appointment Scheduling
  • Email Inbox
  • Chat/ Live Support

Core Plan

$44/mo

Get all the fundamental tools you need to manage appointments, clients and run your office efficiently without the overhead.

Core Plan includes:
  • Official Business Page
  • Certified Marketplace Listing
  • 1 Users/ Seats
  • 1 Categories
  • 1 Locations
  • Appointment Scheduling
  • Automated AI Marketing
  • Automated CRM
  • Customer Portal/ App
  • Unlimited Data Storage
  • Document Manager
  • Email Inbox
  • Mobile App
  • Secure Messaging
  • Virtual Business Card
  • Chat/ Live Support
MOST POPULAR

Premium Plan

$99/mo

Unlock advanced automation, expanded marketplace visibility, and priority features designed to help you scale your team.

Includes Everything in Core Plan +
  • Improved Google Ranking
  • Unlimited Data Storage
  • 2 Users/ Seats
  • Custom Forms
  • E-Signatures
  • Invoicing/ Billing
  • Task / Project Manager
  • Team Chat
  • Multi-User Booking System
  • Dedicated Account Rep
  • Priority Support
Free Plan
Free Plan
For Getting Started
$0 /month
Billed Monthly $0.00

Start with essential marketplace and scheduling tools. Appointments require a small unlock fee after your trial ends.

    Free Plan includes:

  • TAAX Marketplace Listing
  • 1 User/ Seat
  • 1 Service Category
  • 1 Location
  • Appointment Scheduling
  • Email Inbox
  • Chat/ Live Support
Core Plan
Core Plan
For Start-up Offices
$44 /month
Billed Monthly $44.99

Get all the fundamental tools you need to manage appointments, clients and run your office efficiently without the overhead.

    Core Plan includes:

  • Official Business Page
  • Certified Marketplace Listing
  • 1 Users/ Seats
  • 1 Categories
  • 1 Locations
  • Appointment Scheduling
  • Automated AI Marketing
  • Automated CRM
  • Customer Portal/ App
  • Unlimited Data Storage
  • Document Manager
  • Email Inbox
  • Mobile App
  • Secure Messaging
  • Virtual Business Card
  • Chat/ Live Support
MOST POPULAR
Premium Plan
Premium Plan
For Growing Offices
$99 /month
Billed Monthly $99.99

Unlock advanced automation, expanded marketplace visibility, and priority features designed to help you scale your team.

    Includes Everything
    in Core Plan +

  • Improved Google Ranking
  • Unlimited Data Storage
  • 2 Users/ Seats
  • Custom Forms
  • E-Signatures
  • Invoicing/ Billing
  • Task / Project Manager
  • Team Chat
  • Multi-User Booking System
  • Dedicated Account Rep
  • Priority Support

Custom Plan

For companies that need a tailored setup — team size, add-ons, and workflow

Get Custom Pricing →
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