The Operating System for Your Tax Firm
Document portal. Preparer workflow. Unlimited e-sign. And a bilingual Voice AI teammate who catches every call your team can't. Built for how tax offices actually work.
See the Platform in ActionYour team, plus Jasmine. Full coverage — together.
Every call answered
Peak volume, after hours, weekends, Spanish-language
Every conversation logged
Contact record updated, reason captured, urgency flagged
Every follow-up ready
Queued for your team the moment they're ready to handle it
Built for How Tax Offices Actually Work
Every feature exists because my own firm needed it. Not a feature list. A platform.
Client Document Portal
Clients upload. AI categorizes. Your team sees what's missing in real time. Stop chasing documents. Stop asking "did you get my W-2?" The portal does it.
Preparer Workflow Dashboard
Every engagement, every stage, one screen. Replace the spreadsheet. Know exactly where every return stands without asking a preparer or digging through files.
Unlimited Native E-Sign
8879 sent, signed, and back in the engagement folder in under 2 minutes. MFJ spouse signatures handled cleanly. We build e-sign, we don't resell it — so we never count your signatures and never bill for them.
Jasmine Voice AI
Bilingual AI teammate. Answers when your team can't. Every call logged. Every follow-up queued. Works alongside your existing staff — she doesn't replace them.
Platform Overview
See It in Action
1 min 16 sec — watch the full platform walkthrough before you book your demo.
Built by Someone Who Runs a Tax Office
I own a tax office in Chicago. During peak season, my team and I work until 8 PM on weekdays and 10 to 5 on weekends. We still miss calls — during appointments, on lunch, when we're heads-down finishing returns. Jasmine catches what we can't. She doesn't replace us. She works with us.
I built TaxOffice.AI because nothing on the market was built for how tax offices actually work. Every feature exists because my firm needed it. This isn't vendor software sold to tax firms. It's tax firm software that also happens to be sold.
— Tirf Alexius, Founder, TaxOffice.AI · Owner, QR TaxPro
Voice AI · Bilingual · 24/7
Meet Jasmine. Your Team's Teammate.
Not a phone system. Not a receptionist replacement. A bilingual AI teammate who answers every call your team can't — and makes sure nothing falls through the cracks.
She catches overflow
When local ads drive a spike and three calls come in at once, Jasmine handles the two your team can't reach. No busy signals. No "please hold." No lost leads.
She works your hours, and beyond
Your team closes at 8 PM. Jasmine keeps answering. Your team takes Sunday off. Jasmine doesn't. Every call is logged and waiting for your team the next morning.
She speaks your clients' language
English and Spanish, natively. No language line, no hold music, no "please hold for an interpreter." Spanish-speaking callers get the same experience as everyone else.
Pricing
Simple Pricing. Real Commitment.
Two plans. Annual agreement. Pay upfront or monthly.
We only offer annual plans. Practice management isn't a side experiment — it's infrastructure, and infrastructure deserves a real commitment from both of us. If paying upfront doesn't work for your cash flow, monthly payment is available on both plans at the same annual terms.
Starter
Everything you need to run a modern tax practice.
- ✓ Unlimited staff seats — add every seasonal hire, no penalty
- ✓ Unlimited e-signatures — IRS, state, and engagement forms
- ✓ Client portal, document requests & secure intake
- ✓ Preparer workflow, tasks, calendar & appointments
- ✓ Built-in email & SMS to clients
- ✓ 100GB document storage
- ✓ Jasmine Voice AI (bilingual): $25/mo credit included (~128 min)
- ✓ Voice AI overage billed at $0.195/min
- ✓ Onboarding and configuration support included
Growth
Everything you need to grow that practice — without adding staff.
- ✓ Unlimited Jasmine Voice AI on annual — she answers every call, all season, and you never watch a meter
- ✓ Monthly billing includes a $150/mo Voice AI credit (~769 min), $0.195/min above
- ✓ Staff performance & capacity reporting — see who's overloaded before it becomes a bottleneck
- ✓ Unlimited document storage
- ✓ Priority support
During the last two weeks of March, the phone doesn't stop. You and your team are already working late. The last thing you need is to watch a Voice AI credit meter tick down while you're finishing returns. Growth Annual removes the meter entirely — Jasmine catches every call your team can't reach during peak, no overage, no surprise bill.
Unlimited seats and unlimited e-signatures on every plan. The only thing you choose is how much Voice AI you need.
Questions You Probably Have
No. Jasmine works alongside your team. She picks up when they can't — during peak volume, after hours, on weekends, when your team is with clients. Your staff handles priorities. Jasmine catches everything else. Every call still goes through the same number your clients already have.
Correct. Every plan includes unlimited staff seats. Tax offices triple in size from January to April — charging per seat would mean charging you the most at the exact moment cash is tightest, for people who won't be there in May. Worse, per-seat pricing pushes firms to share logins, which destroys the audit trail of who accessed which client's file. We'd rather every person have their own login. Bring the whole seasonal crew.
Yes, on every plan. E-sign is built into the platform, not resold from a third party — so there's no per-envelope cost for us to pass on to you. Send as many 8879s, state forms, and engagement letters as your firm needs. We never count them and we never bill for them.
Plan for about a week. We configure your account, connect your calendar, set up Jasmine with your services and hours, and run test scenarios with you before go-live. You don't get dropped into a platform and left to figure it out alone.
Yes. Your clients call the same number they always have. We handle the routing behind the scenes.
She takes a detailed message, tags it priority, and puts it on your team's dashboard. She doesn't guess. She doesn't make things up. When she hits her limit, she tells the caller a team member will follow up — and makes sure one actually does.
Starter helps you run your firm. Growth helps you scale it. Starter is a complete tax office platform — unlimited staff seats, unlimited e-signatures, document portal, preparer workflow, appointments, email and SMS. Nothing about it is stripped down. Growth adds what lets you handle more clients without hiring more people: unlimited Voice AI on annual plans, staff performance and capacity reporting, unlimited storage, and priority support. Most firms move up because of call volume — not because they hit a wall.
We don't do refunds on annual plans. Practice management isn't a side experiment — it's infrastructure, and infrastructure deserves a real commitment from both of us. We'd rather you see the platform in a demo, ask every hard question, and decide before you commit. If you're uncertain, don't buy yet. Book the demo. That's where the decision gets made.
Ready to See It?
45 minutes. We'll walk you through the platform, talk through your firm's situation, and figure out if this is right for you. No pressure.
Book Your DemoOr call 1-888-901-5910 to talk to Jasmine live.