If you’re new to TAAX Pro, this guide will walk you through the complete account creation process. It’s a tool built for tax professionals to manage clients, file returns, and keep everything organized in one place. This guide is for anyone setting up their account for the first time, whether you’re working on your own or part of a team.
Let’s walk through the step-by-step guide on how to create your TAAX pro account on the TAAX Pro platform.
Step 1: Visit the Taax Pro website, then click on the “Sign Up Now” button at the top-right corner of the screen.
Step 2: A sign-up form will open in the middle of the screen. Fill in all the necessary details and click on the “Continue” button.
Note: When entering the password, there should be at least one uppercase alphabet, a number, and a special character (Like @ or !).
Step 3: A new window will open on the screen where you need to choose an appropriate monthly/yearly plan.
Note: You can also test the platform by taking a 14-day trial.
Step 4: After subscribing to a plan, you will be redirected to the User Dashboard screen, as shown in the image below.
