Tax Operating System · Built for Professionals
TAXiOS

Powered by Pros. Built for EROs.

The operating system serious tax professionals actually use.
TAXiOS is not just a tool we recommend — it's what The LTD Group runs on every single day.

100%
Virtual & Secure
IRS
Pub 4557 Compliant
Scalable Workflows
24/7
Client Portal Access
// What Is TAXiOS

The Infrastructure
Serious Tax Firms Run On

TAXiOS is the CRM and software platform The LTD Group operates inside — and recommends to every serious tax professional. It's not just a tool we talk about. It's what we use every single day.

Built specifically for EROs, PTIN holders, and tax firm owners who need more than a spreadsheet and a prayer. TAXiOS brings client management, e-signatures, billing, automation, and compliance into one clean platform.

When we're done working with our clients — they're not just compliant. They're equipped. That's the TAXiOS difference.

// Platform Capabilities
Client management and secure portal access
E-signature workflows and document collection
Automated billing and subscription management
IRS Publication 4557 data security compliance
Task automation and workflow design
Stripe payment integration
Onboarding and intake system automation
TAXiOS GoHighLevel Stripe Zapier Phone SMS
// Platform Features

Everything Your Firm
Actually Needs

No more piecing together 6 different tools. TAXiOS puts it all in one place — built specifically for tax professionals.

🔐
Secure Client Portal
Clients upload documents, sign forms, and communicate — all inside a secure, branded portal. No more email chaos.
✍️
E-Signature Workflows
Engagement letters, 8879s, and consent forms signed digitally. Compliant, trackable, and instant.
Workflow Automation
Client onboarding, follow-ups, reminders, and task management — automated so you focus on the work that matters.
💳
Billing & Payments
Stripe-integrated invoicing, subscriptions, and payment plans. Get paid faster with less friction.
🛡️
IRS Pub 4557 Compliant
Data security built to meet IRS Publication 4557 requirements. Your clients' data is protected the right way.
📊
CRM & Client Management
Track every client, every return, every status. Know exactly where every engagement stands at all times.
// Who It's For

Built for Serious
Tax Professionals

TAXiOS isn't for everyone. It's for professionals who are done with chaos and ready to run their firm like a business.

📋
PTIN Holders
Ready to operate like a real firm — not just a seasonal preparer. TAXiOS gives you the infrastructure to do it right.
🏢
EROs & Firm Owners
Running a multi-client practice and need systems that scale. TAXiOS handles the backend so you handle the clients.
👑
Tax EFIN Boss Members
TAXiOS is the platform taught and used inside the Tax EFIN Boss community. Members learn to operate inside real systems from day one.
// Pricing

Simple. Transparent.
No Surprises.

Visit thetaxios.com for current pricing and plan details. All plans include the core platform features.

Starter
Solo Preparer
Perfect for individual preparers launching their first professional setup.
Client portal access
E-signature workflows
Basic automation
Stripe payment integration
View on TAXiOS → 📞 833-847-8467
// Ready to Upgrade Your Infrastructure?

Stop Running Your Firm
on Hope and Spreadsheets.

TAXiOS gives you the systems serious tax professionals use to operate efficiently, compliantly, and at scale. Visit thetaxios.com to get started or book a call with The LTD Group to learn how we implement it.

📞 833-847-8467
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