Total Practice Management for Accountants & Tax Professionals

Your go-to solution for tax and accounting professionals. From solo practitioners to large firms, we combine practice-management, service fulfillment, marketing and more to achieve additional residual revenue and increased success.

Img Banner

Here are our upcoming Discovery Days. These are live webinars to help you understand more about TAXTREE. Select your day and time below.

Want to Learn More?

Sign up For Our Next Discovery Day!

It’s Free and it’s Virtual!

Choose Your Perfect Plan



  • Monthly Bookkeeping

    1 Bank Account (Up to 100 Transactions)

  •   30-min Monthly Consultation With An Expert
  •   Online Portal
get started

Add Payroll for $100/mo

get a free trial



  • Monthly Bookkeeping

    Up to 3 Bank Accounts (Total 500 Transactions)

  •   30-min Monthly Consultation With An Expert
  •  Business Tax Return Included
  • Up to 2 Monthly Sales Tax Payments
  •   Online Portal
get started

Add Payroll for $100/mo

get a free trial



  •   Monthly Bookkeeping

    Up to 5 Bank Accounts (1000 Transactions)

  • 30-min Weekly Consultation With An Expert
  •   Vendor Bill Pay
  • Business Tax Return Included
  • Up To 5 Sales Tax Payments
  •  Online Portal
get started

Add Payroll for $100/mo

get a free trial

The Only Software
You'll Need

Practice Management

Billing. Collections, Projects, Leads, and More

Service Fullfillment

New Company | Bookkeeping | Tax Returns | Payroll

Client Portal

Video Calls | Direct Chats | DocuSign | File Management

Digital File Cabinet

The Simplest File Cabinet Solution You´ve Ever Seen

Mkt & Leads

Firm Website | Staff Website | Landing Pages | Multi-Language | Full CRM

Schedule A Demo

Please Fill Up the Form and Schedule a Demo Meeting with us
to Discover The Only Software Company That Also Offers Service-Fulfillment.

The Only Software Company
That Also Offers Service-Fulfillment

Bookkeeping & Payroll

Let us manage the Bookkeeping and/or Payroll for your business clients while keeping complete control.

Sales Tax & Government Payments

Let us process your sales tax and other government payments each month We'll print , save, and upload your receipt and payment confirmation.

Tax Returns for Business & Individuals

For the first time ever, our Tax Professionals can help you prepare Business and Individual Tax Returns.

New Company Creations in All 50 States

We can create new companies in all 50 states and some offshore countries. From EIN to Operating Agreements, we do it all.

Get Your
Own Branded
Website And So Much More…

  • Firm Website in Multiple Languages
  • Website for Client Managers
  • Landing Pages for Digital Marketing
  • Phone, Form-Submission, Direct Chat + Chat GPT Optional Feature
  • Microsoft Teams Integration
  • Reporting & Analytics
Free Trial  

Customize your plan

What Includes Here:

  • Manage a Team of Accountants or Tax Professionals.
  • Add Staff or Assistants as Needed.
  • Set Services & Pricing.
  • Practice Management & Time Tracker.
  • Staff Reporting & Review.
  • Billing & Collections.
  • File Management Solution for:
    Office | Department | Staff | Client
Total Upfront Payment: $2500
(Total Setup Fee)

1 Time Setup Fee: $1000

1 Master Client Manager

Monthly Payment of $400 Starts

What Includes Here:

  • 1 Master Client Manager
  • Set Services & Pricing
  • Practice Management & Time Tracker
  • Staff Reporting & Profit Sharing
  • Billing & Collections
  • File Management Solution for:
    Staff | Client
Total Upfront Payment : $1000
(total setup fee)

1 Time Setup Fee: $1000

1 Master Client Manager

Monthly Payment of $250 Starts

What Includes Here:

  • Built for Existing Franchisors & Large Brands
  • Office Onboarding & Qualification Lead System
  • Training Material Dashboard
  • Sales Agent Management System
  • Brand Marketing & Analytics
  • Royalty & Service Plan Management

Setup Your Demo Meeting Now!

Contact Us

Gotta See It To Believe It!

The Most Affordable & Powerful Cloud-Based Software For Accountants & Tax Professionals.

1 Month Free Trial, No Commitment! Cancel at Any Time! > 2 options: I’m an Accounting Firm | I’m an Accountant

Free Trial  

The Software You’ve Always Dreamed Of for The Tax & Accounting Industry.

We are Connected! Fully Integrated: Xero Integration, File Cabinet Solution for Staff, Office and Clients, Client Portal, E-file Status Import, Sharepoint, Sign-Now, Sendgrid (Send Mailers on The Fly) and So Much More…

We Are Also Your Service Fulfillment Center

Let us help with your bookkeeping, your tax returns, your sales tax, payroll, incorporation in 50 states.