TaxApp runs your entire tax practice — client portal, document AI, team chat, scheduling, workflows, and an assistant built on 45+ years of combined tax expertise. One login. One bill. Nothing falls through.
Free plan available · No credit card · Founder pricing locked for life
What "AI-native" actually means
Not a chatbot bolted onto a filing cabinet. Every layer of TaxApp was built for intelligence from day one.
A client dumps 14 PDFs at 11pm. By 11:01, every W-2, 1099, K-1, and brokerage statement is identified, filed to the right client, and stacked in your preferred review order — ready for one-click export to your tax software. No renaming. No sorting. No intern.
Calls are auto-summarized, linked to the client file, and mined for commitments — yours and theirs. Action items get owners, due dates, and overdue alarms. Monday morning, everyone gets their week in one email. "What did we promise them last spring?" takes five seconds.
KevinAI is trained on your firm's processes, precedents, and hard-won judgment — approved entry by entry by your senior practitioners. It answers like your most seasoned tax strategist would, cites its sources, and knows when to say "take this one to a human." And it's growing hands: ask it which extension clients haven't filed, then tell it to draft the reminders.
Not mockups — the product, in production
Actual screenshots of TaxApp running Velocity Tax Group today — the same build founding firms get. Sample client data shown.
Actual product screenshots · sample client data · July 2026 build
A live use case — ours
This was our firm's actual stack before TaxApp, at published prices. Yours might be Canopy instead of TaxDome, Teams instead of Slack, Acuity instead of Calendly — the category is the point, not the logo.
And that's just the big five. Here's the long tail every firm quietly bleeds — the "small" subscriptions and one-off design invoices:
Competitor figures from publicly listed pricing, July 2026 (TaxDome Pro; Slack Pro; Calendly Standard; Monday Standard; ChatGPT Team; Canva Business; Dropbox Standard; 1Password Business — annual billing, per user. Mailchimp Standard at 500 contacts, per firm). The design line is our firm's real freelance spend — $150 per asset. Time assumptions are from our own firm's measured before/after; yours will vary, which is exactly what the calculator below is for.
No sales call required
A live slice of the same interface tax firms run their day on — sample data, real product.
Why we built it
We run a Texas tax practice. Hundreds of clients. 45+ years of combined experience. And until recently, five subscriptions that refused to talk to each other — a portal that didn't know what the meeting decided, a chat that didn't know which documents were missing, and a project board nobody kept updated.
Worst of all: none of that software knew what our senior practitioners knew. Decades of judgment lived in people's heads and walked out the door every evening at six.
So we built the platform we always wanted — one system with a memory — and put our own firm on it first. Every feature on this page runs our practice today. Not a roadmap. Not a demo environment. Our actual clients, our actual deadlines, our actual money on the line.
Now it can run yours.
Nearly 5 million Hispanic-owned businesses — the fastest-growing small-business segment in America — and no practice platform treats them as more than a translated button. TaxApp is bilingual to the bone: this site, the portal, the reminders, and the AI itself. Flip the 🌐 toggle up top and see.
We answer to the same regulators you do
We're a tax firm too. TaxApp is engineered to the rules that govern tax professionals — IRC §7216 and the FTC Safeguards Rule — with controls enforced by the database, not by promises.
AI assists. Credentialed humans decide. Every substantive determination on a return is made and reviewed by a licensed practitioner.
Simple. Monthly. No hostage contracts.
Month-to-month, always. We'll never make you prepay a year to find out if we're good — that's the other guys' move.
Honest note: you almost certainly won't need this. Standard migration is included with Firm and most practices switch in a weekend. But if your book is huge, your data is chaos, or you simply want our team to do every single click while you watch — we'll take it end to end, and it'll be the smoothest onboarding of your career.
⚡ Founding firms lock their rate for life — and get a direct line to the people building it.
Export from TaxDome (or Canopy, or Karbon, or the shoebox). Upload. Watch years of PDFs organize themselves into client files. That's the onboarding.
Founding cohort is intentionally small — migration attention is the whole point.