For Tax Professionals Only

Your entire tax office, in a box.

AI staffing, marketing, software, and every system a tax office runs on — built only for tax professionals. Scroll the screen to see what's inside. Staffing, marketing, software, and systems — built only for tax offices. Swipe the screen to see what's inside.

Inside the Box
 
 
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$0
Total value inside
$0
Your price for the Box
$0
You keep
0
Product lines included
What we sell

Four product lines.
One kind of customer.

Everything here is built for tax offices and nobody else. Buy the piece you're missing, or take all four in the Box and keep $19,991. Built for tax offices only. Buy one piece, or all four in the Box and keep $19,991.

01 — AI STAFFING In the Box

A front office
that never clocks out.

AI staff trained on your services, your pricing, and your calendar — answering, booking, and following up while you prepare returns.

$9,997One-time setup
$595/moMaintenance
  • AI receptionist answering calls and texts 24/7
  • Appointment setting straight into your calendar
  • Client intake and missing-document reminders
  • Follow-up sequences for new leads and past clients
  • Hands off to a human the moment it should
Get AI Staffing
02 — TAX MARKETING In the Box

Clients in the door
before January.

Done-for-you marketing that fills the calendar for the season and keeps last year's clients from wandering off.

$9,997One-time setup
$595/moMaintenance
  • Google and Meta campaigns built, launched, and managed
  • Local SEO and Google Business Profile optimization
  • Review and referral system that runs itself
  • Seasonal content calendar and landing pages
  • Monthly reporting you can actually read
Get Tax Marketing
03 — TAX WEBSITE Add-On

A site built
to book calls, not just exist.

For offices that don't have a real website yet, or want to replace one that isn't earning its keep. Not part of the Box — add it if you need it.

$9,997One-time setup
$595/moMaintenance
  • Built for tax office visitors, mobile-first
  • Online booking and contact forms wired to your calendar
  • SEO-ready structure so you show up in local search
  • Secure client portal and document upload
  • Fast, secure hosting included in setup
Get a Tax Website
04 — AMPLESCANNER In the Box

Tax documents read, checked,
and filed before anyone types.

Scan a W-2, 1099 or 1098 and AmpleScanner reads every box, has two independent readers agree on each number, matches the client, and files it. It runs entirely on your office PC — no cloud, no uploads, ever.

$9,997One-time setup
$595/moMaintenance
  • Reads W-2s, 1099s, 1098s, SSA-1099s, IDs and more — tilted phone photos included
  • Never guesses: a doubtful box turns red for a person to decide
  • Types confirmed numbers straight into your tax software
  • Client Expense Sheet turns a business client's year into a Schedule C and a set of books
  • Works with any tax program and any bookkeeping program
See AmpleScanner
Book a Strategy Call

AI Staffing, Tax Marketing, Tax Software, and AmpleScanner are bundled in the Box. Tax Website is a separate add-on.

The offer

Tax Office in a Box.

All four product lines, delivered together and set up as one system. Sold separately they come to $39,988. In the Box, $19,997. All four, set up as one system. $39,988 separately. $19,997 in the Box.

What's inside
  • 01AI Staffing$9,997$595
  • 02Tax Marketing$9,997$595
  • 03Tax Software$9,997$595
  • 04AmpleScanner$9,997$595
Sold separately$39,988$2,380/mo
Your price
$19,997

setup, then $595/mo maintenance

You keep $19,991 on setup and $1,785 every month

One vendor. One setup. One number to call when something needs attention in the middle of February.

Book a Strategy Call

For tax professionals only. Ask about payment options on the call.

The scanner

AmpleScanner.

Built in a working tax office, for tax offices. Documents come off the scanner read, double-checked, matched to the client and filed — and nothing ever leaves your computer. Pick the tier that fits; upgrade any time by paying the difference. Built in a working tax office. Scan, and the numbers are read, double-checked and filed — all on your own PC. Upgrade any time by paying the difference.

TIER 1 — ESSENTIALS Start here

Every document read,
checked and filed.

$4,997One-time setup
$295/moMaintenance
  • W-2, 1099 family, 1098 family, SSA-1099, 1095, IDs and prior returns
  • Two independent readers must agree on every number — or the box turns red
  • Clients matched by name and last four, filed year by year on your encrypted drive
  • Large-text review screen with voice entry, one box at a time
  • Entry sheet PDF in the order you type, for any tax software
Get Essentials
TIER 2 — PRO Most offices

The retyping,
gone.

$7,497One-time setup
$445/moMaintenance
  • Everything in Essentials
  • Types confirmed W-2s, 1099s and 1098s straight into your tax software
  • Checks the right client's return is open before it types a single box
  • Reads back every box after typing and tells you anything to look at
  • Returning clients: keeps the employer already on file, types only the numbers
Get Pro
TIER 3 — COMPLETE In the Box

Business clients,
from one sheet to a finished return.

$9,997One-time setup
$595/moMaintenance
  • Everything in Pro
  • Client Expense Sheet — on paper, on screen by typing or speaking, or a fillable PDF clients do at home
  • Schedule C typed line by line, with the detail behind every total
  • Books the same amounts into your bookkeeping program — Wave, QuickBooks, Xero or any other
  • Profit and loss that matches the return to the penny
Get Complete
See it work

Ten minutes, start to finish: from the scanner to the review screen to your tax software.

Good to know

Upgrades are simple.

Pay the difference in setup and your monthly moves to the new tier. Nothing to reinstall.

No bookkeeping program yet?

We set up Wave Accounting for your office for $495, plus $95 for each client business we add. Done the same week.

Your clients' data stays in your office.

All reading happens on your own PC. No cloud, no uploads, and Social Security numbers are never written out — not even in the program's own logs.

Book a Strategy Call
How it works

Four steps.
None of them yours.

Step 01

Strategy call

Thirty minutes. We map your office — volume, staff, software, where clients come from — and tell you which pieces you actually need.Thirty minutes to map your office and tell you what you actually need.

Step 02

Build

We configure everything to your office: software installed, AI staff trained on your services, campaigns written, templates branded.Software installed, AI staff trained, campaigns written, templates branded.

Step 03

Launch

Your team is trained, the phones are answered, and the ads are live — on a launch date we set together, ahead of your season.Team trained, phones answered, ads live — before your season.

Step 04

Grow

In-season support and optimization. When something needs adjusting in February, you call one number.In-season support. One number to call in February.

Why tax pros choose us

Built for tax offices.
Only tax offices.

We only do tax

No dentists, no gyms, no restaurants. Every product is shaped by how a tax office actually runs from January to April.

Done for you, not handed to you

You don't get a login and a PDF. You get a working office — configured, trained, and launched by us.

Priced against a hire

AI Staffing costs a fraction of a seasonal front-desk employee, and it never calls in sick during the last week of March.

One vendor, one number

Staffing, marketing, software, and products from one place means nothing falls in the gap between four different companies.

Offices like yours

Built for the floor,
not the pitch deck.

The offices we build for run on preparers, front desks, and long Februaries. Every product is shaped to that reality.

A tax preparer working through a return with a calculator at a sunny desk
/ Prep floor
A front-desk agent on a headset taking a client call while a colleague works behind her
/ Front desk
Two accountants working side by side at a shared desk covered in client documents
/ Season, week nine
An office owner reviewing documents alone at her desk by a window
/ Owner's desk
Questions

Before the call.

Who is this for?

Tax professionals. Solo preparers opening their first office, established offices with several preparers, and owners running more than one location. We don't sell to the public, and we don't sell to businesses outside tax.

What exactly is in the Box?

All four product lines: AI Staffing, Tax Marketing, Tax Software, and AmpleScanner, set up together as one system. Tax Software isn't sold on its own — it's exclusive to the Box. The Box includes AmpleScanner Complete, the top tier. Sold separately, all four would run $39,988. In the Box, $19,997.

What does the monthly maintenance cover?

Keeping everything running once it's live. Your AI staff is monitored and retrained as your services change, campaigns are managed and adjusted through the season, software is updated and supported, and templates and content are refreshed each year. Every product carries its own $595/mo rate; the Box covers all four for that same single $595 a month — $1,785 less than paying for four separate monthly rates.

Can I buy just one product?

Yes — AI Staffing, Tax Marketing, and Tax Website are each sold on their own at the prices listed, and AmpleScanner comes in three tiers starting at $4,997. Tax Software is exclusive to the Box. Most offices that start with one piece add the others later, or move up to the Box.

Do I need to be technical?

No. Setup is done for you. Software is installed and configured, the AI staff is trained on your office, campaigns are built and launched, and your team is walked through everything before you go live.

What happens on the strategy call?

About thirty minutes. We ask how your office runs today — return volume, staff, software, where clients come from — and tell you honestly which pieces you need and which you don't. You leave with a quote, not a pitch.

Can I add products later?

Yes. Start with what you need this season and add the rest when you're ready. Anything you add is configured to work with what you already have from us.

Get started

Book your
strategy call.

Thirty minutes. We map your office, tell you which pieces you actually need, and quote it before you decide anything. Thirty minutes. We map your office and quote it before you decide anything.

Hours
Mon–Fri, 9:00 AM – 5:00 PM ET
Fastest

Pick a time that works for you. Thirty minutes, any weekday 9–5 Eastern — the invite lands with us the moment you book it.

Pick a time on the calendar
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