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About:
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TaxTree offers a comprehensive cloud-based software platform tailored to tax and accounting professionals across the US. It’s designed for a variety of users—from solo practitioners to large firms—and integrates multiple core functions into a single ecosystem. Here's a breakdown of what they provide:
• Practice Management: Manages billing, collections, project workflows, and lead tracking.
• Service Fulfillment: Handles bookkeeping, payroll, new company formation, sales tax, and tax returns for businesses, individuals, and foreign nationals.
• Client Portal: Features like video calls, direct chats, e-signature (DocuSign), and secure file management.
• Digital File Cabinet: Simplifies document storage and retrieval with secure filing systems.
• Marketing & Lead Generation (Mkt & Leads): Offers website hosting, landing pages, multilingual support, CRM, and full marketing integration.
• Fulfillment Center: Enables outsourcing services such as bookkeeping, payroll, tax filing, and business formation across all 50 U.S. states.
• Email & Advertising Integration: Sends mailers, campaigns, and maintains CRM-linked communication.
• Flexible Pricing Plans:
• Single Accountant: $250/month (one-time setup $1,000)
• Accounting Firm: $400/month (one-time setup $2,500)
• Brand (Enterprise-level): $1,000/month (one-time setup $10,000)
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