# TaxCircle Membership Platform for Tax Firms | Launch > A year-round organizer where clients sort documents by tax year, learn bookkeeping basics and send their preparer a tidy pack when ready. Canonical page: https://launchautomation.ai/custom/membership-platform/taxcircle # Stop chasing clients for documents. TaxCircle gives clients a year-round organizer, a readiness board and a tidy pack they send when they are ready. Watch a member walkthrough. Then try the live demo yourself. ## Sound familiar? - Documents arrive in fragments, all season. - You answer the same questions every filing season. - Status chasing eats your day. - Clients go quiet from May until the next January. - Clients email tax documents because there is nowhere safer to send them. Every missing form is an email, then a reminder, then another. The work waits on paperwork while deadlines do not. And when clients only hear from you at filing time, they have no reason to stay close in between. Seasonal contact makes for seasonal clients. ## Your own tax organizer, with your name on it. Here is how the platform takes those problems on, and you can click through every screen in the live demo. Compare the broader options for [insurance and financial membership websites](https://launchautomation.ai/custom/membership-platform/insurance-financial). ### Organizer Starter A free starter helps visitors see what they need to gather, before they register. ### Today A daily view keeps clients focused on what is next. ### Tax tools A transaction categorizer, bank reconciliation check and quarterly set-aside planner keep clients engaged all year. ### Send a pack Clients send a Preparation Handoff Pack with a fingerprint, so you start from a tidy file. ### Learning Paths cover getting organized, bookkeeping basics and working with a preparer. ### Readiness view See readiness across your clients at a glance. ## Want TaxCircle under your brand? Tell us about your business and we will scope it. Every project gets its own custom quote. ## Not a file inbox. A year-round organizer. ### Private by design Tax information never enters community spaces or marketing. ### Status kept distinct Signed, filed and accepted are separate states, so nobody reads one as another. ### AI in its lane AI cannot determine eligibility or file a return. It is labeled and answers from approved material. ### A pack with a fingerprint The handoff pack carries a fingerprint, so you know what you received. ### You own it Your brand, your domain, your client list. ### Quick to start We start from a working platform and shape it around your practice. ## Built to support your marketing. These are tools the platform gives you. How you use them is up to you. ### A starter as your lead magnet The Organizer Starter gives visitors a real result before they register. ### Free tools Public tools deliver value before anyone signs up. ### A year-round calendar Dates to work toward keep clients in touch between seasons. ### Events Seat-limited workshops with a waitlist fill the quiet months between seasons. ### Readiness and cohorts See who is ready and who has gone quiet. ### Consented handoffs Clients choose to send a pack, so preparation starts organized. This supports your marketing and does not replace it. It is organization and education, not tax advice, and results depend on your audience and your effort. ## See it in action. Walk in as a client, then as the owner, and click through every screen yourself. ### See nine more screens and the owner tour ## Questions, answered. ### Do I need to be technical? No. We shape the platform around your brand and set it up with you. You run it from the owner workspace. ### Is this tax advice? No. It is organization and education. AI cannot determine eligibility or file a return. ### Does it connect to TaxOps? It is designed to pair with [TaxOps](https://launchautomation.ai/ai-command-center/taxops). The handoff in the demo is simulated today, and a live connection is agreed and tested during scoping. ### Can I try it first? Yes. The live demo is open to anyone. Use the Demo menu to switch between the public site, a member and the owner, or start the guided tour. ### How much does TaxCircle cost? Every project is scoped and quoted, so this page shows no price. Request a custom quote or call (561) 287-3456. ## The other membership platforms. Twenty-seven more platforms for different niches. Find the closest fit, or tell us what you need. ## Ready to see TaxCircle with your name on it? Get a custom quote, call us, or book a demo. We will show you the live platform and scope it around your business. The TaxCircle demo uses an example company, Tax Advantage, with fictional people, sample members and sample data. --- Launch Automation (WOLF 23 LLC) · 9792 Grand Verde Way Unit 508, Boca Raton, FL 33428 · (561) 287-3456 · team@launchautomation.ai Custom websites, browser-based business apps, AI command centers, membership platforms, CRM and automation.