Pro Help Center | TaxApp

Pro Help Center on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.

Pages

Landing Page
Dashboard — Dashboard on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Reports — Reports on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
AI Analysis — AIAnalysis on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Smart Tools — Smart Tools on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Audit Assistance — Audit Assistance on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
AI Bookkeeper — AIBookkeeper on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Pro Marketplace — Pro Marketplace on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Client Portal — Client Portal on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Communication Hub — Communication Hub on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Help Center — Help Center on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Profile — Profile on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Settings — Settings on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Privacy Policy — Privacy Policy on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Terms And Conditions — Terms And Conditions on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Admin Dashboard — Admin Dashboard on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Admin Clients — Admin Clients on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Admin Messaging — Admin Messaging on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Admin Requests — Admin Requests on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Admin Task Templates — Admin Task Templates on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Admin Tax Pro Applications — Admin Tax Pro Applications on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Admin Tax Pros — Admin Tax Pros on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Admin User Management — Admin User Management on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Tax Pro Client Dashboard — Tax Pro Client Dashboard on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Tax Pro Client Portal — Tax Pro Client Portal on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Tax Pro Inbox — Tax Pro Inbox on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Tax Pro My Profile — Tax Pro My Profile on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Firm Dashboard — Firm Dashboard on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Client Management — Client Management on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Tax Pro CRM — Tax Pro CRM on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Tax Pro Clients — Tax Pro Clients on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Tax Pro Analytics — Tax Pro Analytics on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Tax Center — Tax Center on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Business Tax Center — Business Tax Center on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
New Year Setup — New Year Setup on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Tax File2025 Grouped — Tax File2025Grouped on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Tax Return Dashboard — Tax Return Dashboard on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Tax Hub — Tax Hub on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Sms Verify — Sms Verify on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Phone Setup — Phone Setup on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Unified Onboarding — Unified Onboarding on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Guided Onboarding — Guided Onboarding on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Tax Pro Onboarding — Tax Pro Onboarding on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Firm Onboarding — Firm Onboarding on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Firm Profile Page — Firm Profile Page on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Firm Team Page — Firm Team Page on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Firm Subscription Page — Firm Subscription Page on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Firm Performance Page — Firm Performance Page on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Pro Profile — Pro Profile on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
For Professionals — For Professionals on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Tax Assistant — Tax Assistant on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
About Us — About Us on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Tax Pro Marketplace — Tax Pro Marketplace on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Pricing Page — Pricing Page on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Contact Us — Contact Us on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Client Onboarding — Client Onboarding on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Deduction Scanner — Deduction Scanner on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Post Tax Request — Post Tax Request on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Auth Welcome — Auth Welcome on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Deduction Tracker Page — Deduction Tracker on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Pro Verification Status — Pro Verification Status on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Live Request — Live Request on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Register As Pro — Register As Pro on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Pro Smart Tools — Pro Smart Tools on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Pro Templates — Pro Templates on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Quarterly Tax Summary — Quarterly Tax Summary on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
AI Insights — AIInsights on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Access Pending — Access Pending on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Appointments — Appointments on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Auth0 Callback — Auth0Callback on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Business Reports — Business Reports on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Chat Page — Chat Page on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Client Documents — Client Documents on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Client Onboarding Flow — Client Onboarding Flow on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Client Onboarding V2 — Client Onboarding V2 on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Collaboration — Collaboration on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Collaborative Workspace — Collaborative Workspace on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Coming Soon — Coming Soon on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
DIY Filing — DIYFiling on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Dashboard V2 — Dashboard V2 on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Document Management — Document Management on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Expenses — Expenses on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Features — Features on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Financial Dashboard — Financial Dashboard on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Financial Planning — Financial Planning on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Firm Management — Firm Management on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Firm Team Management — Firm Team Management on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Form1040 Engine — Form1040Engine on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Home — Home on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
How It Works — How It Works on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Income — Income on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Investment Tax Center — Investment Tax Center on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Logout Promotion — Logout Promotion on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Mobile Optimized — Mobile Optimized on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Multi Year Planning — Multi Year Planning on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
My Requests — My Requests on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Notifications — Notifications on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Notifications Center — Notifications Center on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Project Board — Project Board on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Request Tax Pro — Request Tax Pro on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Role Switcher — Role Switcher on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Tax Achievements — Tax Achievements on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Tax Analysis — Tax Analysis on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Tax Filing Wizard Grouped — Tax Filing Wizard Grouped on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Tax Forms — Tax Forms on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Tax Goals — Tax Goals on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Tax Health — Tax Health on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Tax Optimization — Tax Optimization on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Tax Planning — Tax Planning on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Tax Pro Client Dashboard V2 — Tax Pro Client Dashboard V2 on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Tax Pro Client Detail — Tax Pro Client Detail on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Tax Pro Client Management — Tax Pro Client Management on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Tax Pro Clients Management — Tax Pro Clients Management on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Tax Pro Onboarding Flow — Tax Pro Onboarding Flow on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Tax Pro Profile — Tax Pro Profile on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Tools — Tools on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Two Factor Verify — Two Factor Verify on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
Validation Suite — Validation Suite on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.
About You — About You on TaxApp. Effortlessly manage your personal finances and ensure you're tax-ready.

TaxApp – AI-Powered Tax Management & Filing

Optimize your taxes with AI insights, connect with certified CPAs, and simplify tax filing. Smart tax tools, real-time calculations, and expert guidance — all in one platform.

Get Started Free

Why Choose TaxApp?

🤖 AI-powered tax optimization and deduction finder
📊 Real-time tax calculations and refund estimates
👨‍💼 Connect with verified CPAs and Enrolled Agents
📁 Smart document management and OCR scanning
🛡️ Audit assistance and IRS notice help
📱 Mobile-friendly – works on all devices
🔒 Bank-level security and data privacy

Features

Tax Filing & Planning

File your federal and state taxes online with guided step-by-step assistance. Our AI tax engine supports all major income types including W-2, 1099-NEC, 1099-K, self-employment, rental income, digital assets, and more.

AI Bookkeeper

Automatically categorize transactions, generate profit & loss statements, reconcile bank accounts, and prepare tax-ready summaries for your business.

Smart Tax Tools

Access 30+ tax calculators including quarterly tax estimator, retirement contribution optimizer, capital gains calculator, W-4 analyzer, and audit risk analyzer.

Tax Professional Marketplace

Get matched with the right CPA or EA using our AI matching engine. Book appointments, share documents securely, and collaborate in real time.

Pricing

TaxApp offers a free tier with essential features. Upgrade to Starter at just $12/month to unlock the full platform — AI insights, expense tracking, reports, audit assistance, and more.

View full pricing →