Fully managed, from $137 a month

Book a demo

30 minutes, on your screen

Book a live demo

A 30-minute live walk-through of the TaxFirm Studio site you would get, built for tax preparation and resolution firms, on your screen.

Pick a time

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

Three plans, walked through live

  • The Front DeskThe website, fully managed, live in 7 days
  • The Busy SeasonEverything, plus the AI Engine, live in 10 days
  • The Year-Round PracticeEverything, plus the Content Engine, live in 15 days

Full pricing, terms and an 18-row comparison live on the pricing page.

Pick a time by email

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.

Email to book

Before the call

How long until my site is live?

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.

What happens straight after I buy?

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.

What do I actually pay, and when?

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

Already know which plan you want?

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.