The Complete Platform to Manage Your Tax Firm
Streamline operations, automate payroll, track preparer splits, and gain AI-powered insights. Everything your tax firm needs in one powerful platform.
Trusted by 500+ tax firms nationwide
Everything You Need to Run Your Firm
Powerful features designed specifically for tax firms of all sizes.
Dashboard
Get a real-time overview of your firm's performance with customizable widgets and KPIs.
Payroll
Automate payroll calculations, handle direct deposits, and generate pay stubs effortlessly.
Splits
Configure and track commission splits between preparers with full transparency.
Preparers
Manage your team of tax preparers, track certifications, and monitor individual performance.
Reports
Generate comprehensive reports on revenue, productivity, and client metrics.
Communication
Built-in messaging and notifications to keep your team and clients connected.
Bulk Import
Import client data, tax documents, and records in bulk with smart field mapping.
AI Insights
Leverage AI to identify trends, optimize workflows, and predict busy periods.
Simple, Transparent Pricing
Choose the plan that fits your firm. No hidden fees, cancel anytime.
Starter
Up to 15 preparers
or $350/year (save $250)
Perfect for small to mid-size firms.
- Full dashboard access
- Payroll management
- Splits tracking
- Preparer management
- Reports & analytics
- Communication tools
- Bulk import/export
- AI Insights
Growth
Up to 50 preparers
or $500/year (save $460)
For growing firms with larger teams.
- Full dashboard access
- Payroll management
- Splits tracking
- Preparer management
- Reports & analytics
- Communication tools
- Bulk import/export
- AI Insights
Enterprise
100+ preparers
or $1000/year (save $440)
For large firms with 100+ preparers.
- Full dashboard access
- Payroll management
- Splits tracking
- Preparer management
- Reports & analytics
- Communication tools
- Bulk import/export
- AI Insights
All plans include a 14-day free trial. No credit card required.
Ready to Transform Your Tax Firm?
Join 500+ tax firms already using Taxflow to streamline their operations and grow their business.