For CPAs & Tax Professionals
Four months of revenue
becomes twelve.
You have the clients. You have the expertise. What you've never had is a platform that lets you deliver all three services without hiring anyone.
It wasn't a mistake. It was the only option.
Most tax professionals have never offered bookkeeping. Most bookkeepers have never prepared a return or offered planning.
Not because they couldn't learn it — because the tools made it impractical. So you referred it out. To a bookkeeper you trust, or a preparer you know. And that was the right call with the tools available.
But whoever is in the books owns the relationship. And whoever does the planning gets paid for the expertise you already have.
Meanwhile your revenue lives in four months of the year, and the other eight you're waiting.
What changes
Same clients. Same expertise. Different business.
Add bookkeeping to every client
The AI does the work. You add the service, keep the client relationship, and collect recurring revenue twelve months a year instead of one fee in one window.
Get paid for planning
You've given planning advice away free inside a filing fee your entire career. TAXONIX builds the formal plan — you charge for the plan, then charge for implementing it. Two billing events for work you were already doing.
Stop waiting on the bookkeeper
A business client's books can be brought current for an entire year in one session — the same day you sit down to prepare the return. No weeks of lag. No reconstruction from bank statements under deadline.
Defensible in an audit
It's your signature on the return. When books and return come from the same engine, there's no discrepancy between records and filing for an examiner to find. Your workpapers are clean from day one — not assembled under pressure.
The migration objection
You don't have to move 200 clients.
The real reason good software doesn't get adopted in this profession isn't price or capability. It's the conversation with 200 clients about why you're changing their system.
TAXONIX doesn't require it. Bidirectional QuickBooks sync means your clients stay where they are. Connect one difficult client. Then five. Then fifty. On your timeline.
vs. Drake & TaxSlayer
You're fast in Drake. That speed is real.
Fifteen years of muscle memory is a genuine asset, and no one should pretend otherwise. But Drake prepares returns. It has no general ledger. No bookkeeping. No planning product. No real client portal. The rest of your workflow is duct tape between systems.
| Capability | Drake | TaxSlayer | TAXONIX |
|---|---|---|---|
| Tax return preparation | ✓ | ✓ | ✓ |
| General ledger / bookkeeping | — | — | ✓ |
| AI document reading | — | — | ✓ |
| Tax planning deliverable | — | — | ✓ |
| Client portal | Limited | Limited | ✓ |
| AI client communication | — | — | ✓ |
| QuickBooks sync | — | — | ✓ |
| Unlimited returns, all types | ✓ | ✓ | ✓ |
Bring us your hardest client.
The one with eighteen months of unreconciled books and a return due. That's the demo.