TaxLogistics

TaxLogistics Pricing & Growth Solutions

From professional tax software and business formation to branding, automation, and growth solutions, choose the services that fit your goals.

Featured: Tax Software & ERO Solutions
Built for Tax Professionals

TaxLogistics Pricing & Growth Solutions

From professional tax software and business formation to branding, automation, and growth solutions, choose the services that fit your goals.

✓ No Monthly AI Fees
✓ Fixed Annual Price
✓ Built for EROs
TaxLogistics CRM dashboard interface preview
Tax Software & ERO Solutions

Three Packages. One Decision.

Start with tax software. Add AI when you're ready. Or go all-in from day one.

Featured
Professional Tax Software Package
The essential IRS-compliant tax software for preparers who want reliability, unlimited filing, and bank product access without CRM or AI.
$499/ year
Annual license · No hidden fees · Return-based fees
Purchase Software License
  • ✓ TaxSlayer Pro
  • ✓ OLT Pro
  • ✓ Unlimited federal & state returns
  • ✓ Unlimited bank products
  • ✓ Priority technical support
Most Popular
Pinnacle AI Growth Software Suite
Your tax software + CRM Pinnacle + AI Growth engine. Built for firms ready to automate communication, intake, and client follow-up without monthly AI fees.
$1,499/ year
Paid up front · Includes everything in $499 · No monthly AI fees ever
Upgrade to AI Growth
  • ✓ CRM Pinnacle tier unlimited users
  • ✓ Full automations & workflows
  • ✓ AI email & SMS writing
  • ✓ AI appointment reminders & no-show recovery
Enterprise
Infinity AI Unlimited Software Suite
Your tax software + CRM Infinity + UNLIMITED AI. The top-tier enterprise system for high-volume firms and service bureau operators.
$2,499/ year
Paid up front · Includes everything in $1,499 · No monthly AI fees ever
Go Unlimited Infinity Suite
  • ✓ Infinity CRM tier unlimited users
  • ✓ Advanced reporting & analytics
  • ✓ Private integrations & multi-office support
  • ✓ Unlimited AI agents, automations & workflows
Growth Solutions

Start Your Business

Business Formation Packages Starting at $299 + State Filing Fees

Business Formation Packages

Get your business formed correctly with the essentials handled end-to-end.

  • ✓ LLC Formation
  • ✓ EIN Assistance
  • ✓ Operating Agreements
  • ✓ Business Banking Setup
  • ✓ Business Ready Packages
View Business Formation Services
Growth Solutions

Build Your Brand

Branding Services Starting at $149

Branding & Identity

Look credible from day one with polished branding assets you can use everywhere.

  • ✓ Custom Logo Design
  • ✓ Business Cards
  • ✓ Marketing Flyers
  • ✓ Startup Branding Packages
View Branding Services
Growth Solutions

CRM & Business Automation

CRM Plans Starting at $119 / Month

CRM Plans + Websites + AI Tools

Choose the CRM tier that fits your stage and scale as you grow.

  • ✓ Genesis CRM ($119/mo)
  • ✓ Pinnacle CRM ($219/mo)
  • ✓ Infinity CRM ($319/mo)
  • ✓ Websites Included ($299 one-time setup fee)
  • ✓ Automation & AI Tools
View CRM Plans
Growth Solutions

Business Launch Add-Ons

Website Launch & CRM Setup Available

Website Launch & CRM Setup

$299 (one-time setup fee)
Starting at

Full Domain Launch - $129 one-time setup + $25 / month (new .com or .org domain, no yearly domain fees)

E-Commerce Store Setup

$299
Starting at

Additional Website Pages

$75 / Page
Starting at
Questions?

Frequently Asked Questions

Everything you need to know before choosing your package.

Yes. TaxLogistics works exclusively with licensed Electronic Return Originators (EROs) holding an active EFIN issued by the IRS. We do not serve PTIN-only holders. If you are in the process of obtaining your EFIN, contact us and we can guide you through the steps.
Yes. You can upgrade from any bundle to a higher tier at any time. The price difference is pro-rated based on your remaining term. Contact our support team to initiate an upgrade.
Bundles 2 and 3 include full AI capabilities at no additional monthly cost. Unlike other platforms that charge per AI seat or per usage, your annual package covers all AI features included in your tier — no surprises, no add-on fees.
Yes. Bundle 2 includes full CRM Pinnacle access and Bundle 3 includes full CRM Infinity access — the exact same tiers available as standalone subscriptions. Bundling saves you significantly over purchasing separately.
All annual software packages are non-refundable once access is granted, as outlined in our refund policy. We encourage you to book a free consultation before purchasing if you have any questions.
Most formations are prepared and submitted quickly, but state processing times vary. After you choose a package and provide your details, we’ll file your paperwork and keep you updated. Typical timelines range from a few business days to a couple of weeks depending on your state and any expedited options.
Once you purchase and share your business name, style preferences, and any references, we start production. You’ll receive initial concepts first, then final files after approvals. Timelines vary by package and revision rounds — if you have a deadline, let us know and we’ll align the delivery plan.
After you choose a CRM plan, we help you get live fast: account setup, basic configurations, and onboarding guidance for your team. If you need workflows, pipelines, forms, calendars, or AI automations, we can map your process and implement the core pieces so you’re not starting from scratch.
Yes. We can connect your domain to your website/CRM, configure DNS records, and ensure SSL is active. If you already own a domain, we’ll guide you through access and connection. If you need ongoing management, we can handle updates and renewals as well.

TaxLogistics LLC   Statesboro, GA 30458

(912) 333-3821  ·  [email protected]  ·  Mon–Fri 8AM–5PM ET

Fraud Prevention & ERO Security

Protecting your EFIN and your ERO practice is at the core of everything we do at TaxLogistics. Review our Anti-Fraud Policy to learn how we shield ERO partners against identity theft, phishing schemes, and EFIN fraud, and what to do if you spot a threat.

Review Anti-Fraud Policy

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