Tax-Axis is deployed as a dedicated instance for your firm — fully configured and ready to go.
Select a bundle that fits your firm's size and workflow, from Essentials to Enterprise. Add individual modules as your needs grow.
Your firm gets a dedicated, private installation of Tax-Axis. No shared databases, no noisy neighbors.
Staff log in with concurrent seat licenses. Role-based access keeps everyone in their lane.
Clients, time, billing, payments, workflows, documents, and communications — all in one place.
From your first client engagement to the final invoice — and every deadline in between — Tax-Axis has it covered.
Capture billable time accurately and convert it to invoices with one click.
Accept payments online and automate collections so you stop chasing receivables.
Assign, track, and complete work items with built-in workflow management designed for tax seasons.
Real-time dashboards and reports give you a clear view of firm performance and profitability.
Firm Dashboard
Active Clients
247
+12 this month
Unbilled Time
$18.4k
Across 8 staff
Open Work Items
AR Aging — 30-day
$42,180
Collections rate: 94%
Join tax and accounting firms that have consolidated their operations onto Tax-Axis. Contact us to get your dedicated instance up and running.