Book a Demo | TaxOffice.AI — See the Platform in Action
See the Platform in Action

The Operating System for Your Tax Firm

Watch the platform overview, then pick a time that works. 45 minutes — no slides, live demo built around your firm.

Client document portal
Preparer workflow dashboard
Native e-sign
Jasmine Voice AI — English & Spanish

Watch Before You Book

1 min 16 sec — the full platform in under 90 seconds.

What Happens on the Call

45 minutes. No slides. We build the demo around your firm.

01
Your firm first
We start by understanding your setup — how many preparers, how you currently collect documents, how calls are handled. The demo adapts to you, not a script.
02
Live platform walkthrough
You see the actual platform running. Client portal, preparer dashboard, e-sign flow, and a live Jasmine call. No recording, no mockup — the real thing.
03
Your questions answered
Pricing, setup, migration, your current software — nothing is off limits. If it’s not the right fit, we’ll tell you. We’d rather you decide before committing.

Pick a Time That Works

Available weekdays and select weekend slots. You’ll get a confirmation and a prep email with everything you need.

or reach us directly
Call Jasmine right now. English & Spanish. Available 24/7. She’ll connect you with Tirf directly.
1-888-901-5910
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Built by a tax office owner
Every feature exists because a real firm needed it first.
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Jasmine speaks Spanish
English and Spanish, natively. No interpreter, no hold music.
No pressure on the call
If it’s not the right fit we’ll say so. Decide before you commit.
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Up and running in a week
Onboarding and configuration support included on every plan.

Ready to see the platform?

Book Your Demo 📞 1-888-901-5910