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“Scale your firm faster with 1-on-1 expert coaching.” “Pro Coachings.”
Lock-In Early Bird Pricing

4.8 ~ Trusted by 3,000+ Tax Pros

Build Plan

$49/mo
For Solo Offices

Billed Annually $599.99/year

Launch your tax business with confidence. Combines professional-grade tax software with direct mentorship to master client acquisition and build a profitable client base from day one.

Why Sign Up:
  • Direct Mentorship Program:
    Learn proven filing, marketing, and client-management strategies from veteran tax pros.
  • Turnkey Client Hub: Automated AI marketing, appointment scheduling, a dedicated customer portal, and mobile app access.
  • Instant Marketplace Exposure: Get discovered quickly with an official TAAX Marketplace listing.
MOST POPULAR

Scale Plan

$74/mo
Built for Team Scaling

Billed Annually $899.99/year

Unlock structured staff training, team automation, and enhanced local visibility designed to double your office capacity while keeping operations effortless.

Why Sign Up:
  • Office Training Program:
    Onboard and upskill your preparers faster with built-in curriculum and training modules.
  • End-to-End Automation:
    Custom form builder, legally binding e-signatures, multi-user booking, and built-in invoicing.
  • Dominate Local Search: Boost your Google rankings to pull inbound tax leads directly to your office.
  • Dedicated Account Rep:
    Personalized operational guidance whenever you need help scaling.

Service Bureau

$99/mo
Ideal for Managing Preparer Networks

Billed Annually $1,199.99/year

Build and scale a full tax enterprise. Manage unlimited offices with complete automation, custom branding, and executive-level mentorship.

Why Sign Up:
  • Hands-Free Revenue Ops:
    Fully automated fee splitting and payroll distribution across all locations.
  • Your Own White-Label Brand:
    Custom branding with your dedicated "My Tax Hub" URL to establish firm authority.
  • Unlimited Growth: Manage unlimited offices and sub-preparers with comprehensive reporting and 10 included core seats.
  • VIP Priority Support: Direct access to a dedicated account manager with priority routing.
Build Plan
Build Plan
For Solo Offices
$49 /month
Billed Annually $599.99

Launch your tax business with confidence. Combines professional-grade tax software with direct mentorship to master client acquisition and build a profitable client base from day one.

    Why Sign Up:

  • Direct Mentorship Program:
    Learn proven filing, marketing, and client-management strategies from veteran tax pros.
  • Turnkey Client Hub: Automated AI marketing, appointment scheduling, a dedicated customer portal, and mobile app access.
  • Instant Marketplace Exposure: Get discovered quickly with an official TAAX Marketplace listing.
MOST POPULAR
Scale Plan
Scale Plan
Built for Team Scaling
$74 /month
Billed Annually $899.99

Unlock structured staff training, team automation, and enhanced local visibility designed to double your office capacity while keeping operations effortless.

    Why Sign Up:

  • Office Training Program:
    Onboard and upskill your preparers faster with built-in curriculum and training modules.
  • End-to-End Automation:
    Custom form builder, legally binding e-signatures, multi-user booking, and built-in invoicing.
  • Dominate Local Search: Boost your Google rankings to pull inbound tax leads directly to your office.
  • Dedicated Account Rep:
    Personalized operational guidance whenever you need help scaling.
Service Bureau
Service Bureau
Ideal for Managing
Preparer Networks
$99 /month
Billed Annually $1,199.99

Build and scale a full tax enterprise. Manage unlimited offices with complete automation, custom branding, and executive-level mentorship.

    Why Sign Up:

  • Hands-Free Revenue Ops:
    Fully automated fee splitting and payroll distribution across all locations.
  • Your Own White-Label Brand:
    Custom branding with your dedicated "My Tax Hub" URL to establish firm authority.
  • Unlimited Growth: Manage unlimited offices and sub-preparers with comprehensive reporting and 10 included core seats.
  • VIP Priority Support: Direct access to a dedicated account manager with priority routing.

Custom Plan

Ideal for high-volume firms and enterprise tax networks

Tailor your software limits, team seats, add-ons, and executive coaching to match your exact enterprise workflow. Contact sales for bespoke onboarding and volume pricing.

Get Custom Pricing →
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