Simple, transparent pricing
One price. Two languages.
No surprises.
Replace Adobe, DocuSign, your CRM, and email tools — in English and Spanish — for less than you pay for any one of them. Plans built for small tax preparer offices.
Intaxion
$40.83/mo
Billed annually · $490/yr
Complete intake, workflow, and document management for small tax prep offices.
- Bilingual intake portal (English & Spanish)
- Document upload & client packet
- Save-and-resume for clients
- Lite CRM — records, notes, tags, status
- Bilingual email templates
- E-signature — typed-name capture + audit certificate
- Delivery panel with Google review CTA
- Workflow pipeline — 4 stages
- Missing document tracker — see gaps at a glance
- Cal.com scheduling embed
- Unlimited OCR scans + AI document summaries
- Unlimited PDF merge, split & page reorder
- Unlimited Form 8867 exports with auto-population
- Per-preparer PTIN credentials
- Preparer assignment UI
- IRS-compliant security (Publication 4557)
- MFA / 2FA on all accounts (IRS required)
- 1 workspace
Includes unlimited clients and submissions. No hidden fees. Cancel anytime.
The math
Replace your entire stack — for less than one piece of it
The average small tax preparer office pays $105–$198/month across Adobe, DocuSign, a CRM, and email tools — in English only. Intaxion is $49/month and replaces all of it, in English and Spanish, at one fixed price. Switching pays for itself in month one.
| Tool | Cost | |
|---|---|---|
| Adobe Acrobat | $15–23/mo | |
| DocuSign | $25–45/mo | |
| CRM (Zoho, HubSpot, etc.) | $20–50/mo | |
| Email tool (Mailchimp, etc.) | $15–30/mo | |
| Translation / bilingual support | $30–50/mo | |
| Total (typical office) | $105–$198/mo | |
| ✓Intaxion (annual) — replaces all of the above + adds bilingual | $79/mo | |
Frequently asked questions
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