Flexible Plans
Simple, Transparent
Pricing
Choose the plan that fits your practice perfectly. All plans include a 14-day free trial.
Starter
For solo preparers getting started
$49/month
- Up to 50 returns/month
- AI document processing
- Draft return generation
- Federal forms support
- Basic client portal
- Email support
Most Popular
Professional
For growing tax preparation firms
$149/month
- Up to 250 returns/month
- Everything in Starter
- State forms support
- Advanced extraction
- Priority processing
- Branded client portal
- Team collaboration
- Priority support
Compare Plans
Find the perfect feature set for your exact needs.
| Feature | Starter | Professional | Enterprise |
|---|---|---|---|
| Returns per month | 50 | 250 | Unlimited |
| AI document processing | |||
| Draft return generation | |||
| Federal forms | |||
| State forms | — | ||
| Client portal | Basic | Branded | Custom |
| Team members | 1 | 5 | Unlimited |
| API access | — | — | |
| Priority support | — | ||
| Custom integrations | — | — |
Frequently Asked Questions
Can I switch plans anytime?
Yes, you can upgrade or downgrade your plan at any time. Changes take effect at the start of your next billing cycle.
Is there a free trial?
Yes, all plans come with a 14-day free trial. No credit card required to start.
What counts as a return?
A return counts when you generate a draft. Reviewing or editing existing drafts doesn't count toward your limit.