Built for tax offices · Live before January
Two simple plans for tax offices
TaxCadence Suite answers every call, requests every document and follows up with every client.
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.
Works alongside the tax software you already use, like Drake and TaxDome.
Side-by-side feature comparison
| Feature | TaxCadence System | TaxCadence AI Ultimate |
|---|---|---|
| Monthly subscription | $249/mo | $597/mo |
| One-time setup | $997 | $2,500 |
| Professional website | ✓ | ✓ |
| Client portal and document uploads | ✓ | ✓ |
| Filing pipeline | ✓ | ✓ |
| Online booking | ✓ | ✓ |
| Missed-call text-back | ✓ | ✓ |
| Website chat | ✓ | ✓ |
| Invoices and online payments | ✓ | ✓ |
| 24/7 AI Voice receptionist | — | ✓ Included |
| AI Employee and automated agents | — | ✓ Included |
| Email and text campaigns | — | ✓ Included |
| Social posting and funnels | — | ✓ Included |
| Review requests | — | ✓ Included |
| Community and education portal | — | ✓ Included |