Tax season starts in January. Is your front desk ready?Watch the Demo →
    TaxCadence Suite logo
    TaxCadence SuiteBy PDAC Media
    Watch the TaxCadence Suite demo

    Keep your tax office in rhythm with TaxCadence Suite

    See how TaxCadence answers calls 24/7, books appointments and follows up with every client.

    We're scheduling builds now so offices are live before January.

    Live before January
    SOC 2 Type II Platform
    By PDAC Media
    Tax practice packages

    Two plans built for tax offices

    Start with the TaxCadence System foundation, or handle calls, follow-up, and marketing with TaxCadence AI Ultimate.

    TaxCadence System

    TaxCadence System

    Best for solo preparers and small offices getting organized

    $249/month
    $997 one-time setup
    Includes:
    Professional website
    Client portal and document uploads
    Filing pipeline
    Online booking
    Missed-call text-back
    Website chat
    Invoices and online payments
    Most Popular
    TaxCadence AI Ultimate

    TaxCadence AI Ultimate

    Best for busy offices that want calls, follow-up and marketing handled

    $597/month
    $2,500 one-time setup
    Includes:
    Everything in System
    24/7 AI Voice receptionist
    AI Employee and automated agents
    Email and text campaigns
    Social posting and funnels
    Review requests
    Community and education portal

    Includes unlimited AI Employee and a $25 monthly usage credit. Phone, text and Voice AI usage beyond the credit is billed at cost to your account wallet.

    TaxCadence AI answers questions from your office's own knowledge base and hands anything involving tax advice, refunds or banking to your team. It does not connect to IRS, bank or tax-preparation software data.