We show a build for your practice type
Return-type pages, a document checklist and office pages, built for a firm like yours.
Fully managed, from $137 a month
Who we build for
What is in the build
The offer
The studio
30 minutes, on your screen
A 30-minute live walk-through of the TaxFirm Studio site you would get, built for tax preparation and resolution firms, on your screen.
Return-type pages, a document checklist and office pages, built for a firm like yours.
Multiple offices, a seasonal location, a second language: we talk through your specifics.
From $137 a month, plus the $797 build fee invoiced only after launch.
30 minutes, on a video call, no slides. You leave knowing the plan that fits, the launch date, and what we need from you.
The plans
Full pricing, terms and an 18-row comparison live on the pricing page.
Send two or three times that suit you to [email protected] and we confirm one within one working day. Tell us the plan you are leaning towards (The Front Desk, The Busy Season, The Year-Round Practice) if you already know.
Before the call
7 days on The Front Desk, 10 on The Busy Season while the AI agents are trained, and 15 on The Year-Round Practice with the Content Engine running. The clock starts at the onboarding call, not at purchase, so the sooner the form is in, the sooner you are live.
You fill in the onboarding form and submit it. It asks for the return types and services you offer, your office addresses and hours, your document checklists, your brand and where enquiries should land, and it takes about 15 minutes. If something is missing, submit anyway: you can send the rest by email or raise it as a ticket in your client portal, and it will not hold up the build. We then run one onboarding call to fill any gaps and agree the launch date.
You pay the monthly fee for the tier you choose up front: $137, $297 plus AI usage, or $747 a month. The $797 one-time build fee is invoiced only after your site is live and you are satisfied with it. Domain and hosting are inside the monthly figure.
Or skip ahead
Skip the call and go straight to onboarding. Pay the first monthly invoice and fill in the form; the build starts the same way either way.
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