Get the most out of TaxGlobal
We will help you.
- Calendar integration with Voice and Video Calling feature built-in
- Taby Subscription included
- Pre-qualified lead generation plan (min. spend $250/month)
Billed annually on a 12-month commitment (25% discount applied)
Standard Plan$59/Month/User- Up to 350 clients managed through Customer portal with unlimited storage
- Calendar integration with Voice and Video Calling feature built-in
- Custom CRM to manage leads from TaxGlobal Platform
- Invoicing with Payment integration
- 700 e-signatures with DocuSign per year
- KBAs for extra $1.25/sign (DocuSign)
- Taby Subscription included
- Weekly tax law update emails via Newsletter
- Pro Plan$89/Month/User
- Up to 600 clients managed through Customer portal with unlimited storage
- Calendar integration with Voice and Video Calling feature built-in
- Custom CRM to manage leads from TaxGlobal Platform
- Workflow module with Task Management
- Invoicing with Payment integration
- 1250 e-signatures with DocuSign per year
- KBAs for extra $1.25/sign (DocuSign)
- Taby Subscription included
- Weekly tax law update emails via Newsletter
- Free Migration Support of up to 5hrs
- 25+ team sizeEnterprise PlanPlease Email/Call
- Unlimited client management through Customer portal with unlimited storage
- Calendar integration with Voice and Video Calling feature built-in
- Custom CRM to manage leads from TaxGlobal Platform
- Workflow module with Task Management
- Invoicing with Payment integration
- Unlimited e-signatures with DocuSign
- KBAs for extra $1.25/sign (DocuSign)
- Taby Subscription included
- Weekly tax law update emails via Newsletter
- Priority access to offshore teams during peak season
- Unlimited remote support
- Dedicated account manager
Credit Card Processing Fees for All Plans
All Plans include
Generate Leads*Generate new leads to your business with TaxGlobal’s network of service seekers both locally and internationally. (*Add-on)
Access to TabyTaxGlobal’s very own AI-powered, Q&A engine that helps you find cited answers for all your tax-related questions instantly
Built in Document ManagementShare, collaborate and store your client files securely via TaxGlobal’s document management portal
Calendar IntegrationLet your clients and connections schedule meetings and appointments instantly directly through your profile
Access to Email NewsletterStay updated with the latest and greatest news and developments in the world of tax, finance and business
Remote SupportAccess our support team for a seamless onboarding experience
Access to Training LibraryGet access to our comprehensive training library helping you uncover and implement the full potential of TaxGlobal in your practice
Banking Level-SecurityProviding the highest level of security for all interactions between service providers and service seekers across the platform
Access ControlControl who has access to your secure document libraries and other key information from your team or from your client list
Here’s what our customers are saying
- The beauty of TaxGlobal lies in its ability to consolidate everything onto a single platform. Previously, I relied on multiple systems, tools, and services to run my practice. Now, I can manage it all through TaxGlobal. From marketing and generating leads to communicating with clients and providing services, TaxGlobal makes everything seamless.Kinjal Buch, CPA
- As a new firm owner, who has just got into the business of providing tax and accounting services, my number one problem has been getting good leads, which has been solved very efficiently by signing up on TaxGlobal’s platform, as most users on the platform are looking for service providers like me. Also, Taby has become my go-to research tool for all my tax and accounting research.Kevin P, CPA
- Finding and retaining top talent has always been a major challenge for me. TaxGlobal's extended team made it easy and efficient to find top-tier talent. The best part is their flexible engagement models, which allow me to scale my operations based on my seasonal business needs.Brian Jackson, CPA
Frequently asked questions
Can I pay TaxGlobal in my local currency?
Regardless of your location, you can pay for any TaxGlobal service in United States dollars. Even if you are outside the US, charges will still be in US dollars, and applicable conversion rates will be considered upon billing.
How does the TaxGlobal free trial work?
You can reach out to our customer success team at info@taxglobal.com to get more details about the TaxGlobal free trial and activate it.
What implementation support can TaxGlobal help me with?
To ensure a smooth transition to TaxGlobal for your accounting firm, TaxGlobal provides a range of implementation services. These range from free group onboarding to full-service implementation packages led by a dedicated expert. Feel free to contact us at info@taxglobal.com for more information on implementation support.
What plan is best for my firm?
Three pricing plans are made available to provide choice and flexibility to suit all accounting firms. To learn more about our feature list, feel free to reach out to us at info@taxglobal.com and a TaxGlobal staff member will help you find the plan that fits your firm the best.
How often will I be billed, and can I change my billing cycle?
When you sign onto TaxGlobal, you can choose to be billed monthly or annually. Depending on your agreement, you may be able to change this. Your assigned Account Executive will explain your options to you before you sign, or you could reach out to a TaxGlobal Account Executive at info@taxglobal.com to learn more.
