Pricing

Pricing built for how your firm actually works.

Flat annual pricing that scales with your book. Business returns included up to 10% of your tier — only heavier-mix firms pay more.

Start free trial

FREE

Up to 5 clients

30 days · Free tier*

Biz return included

Try it on a real slice of your book. No credit card.

SOLO

Up to 150 clients

$1,200

/yr

Biz returns included

Solo EAs and single-owner CPAs.

GROWTH

Up to 500 clients

$3,600

/yr

Biz returns included

Growing firms with 2–5 staff.

PRACTICE

Up to 1,500 clients

$7,200

/yr

150

Biz returns included

Multi-partner firms, still self-serve.

ENTERPRISE

1,500+ clients

Custom

Let's talk

Custom

Biz allowance

Book a call — we'll price your exact book.

*Free tier valid for 30 days from signup.

Beyond the included business returns

Business returns above your tier's allowance

Business returns (S-Corp, C-Corp, Partnership, LLC filing as corp) count as included up to 10% of your tier's client cap. Above that, each additional business return is billed at a flat rate — well below what you charge your own clients for a business return.

$30 per business return over allowance

Slightly over your tier cap on total clients? Add a block of +100 clients for $450/yr instead of jumping a full tier.

Add-ons

Add-ons — stack on any paid tier

Insights

$800/yr

Year-over-year client comparisons, AI feedback on completed returns, and practice-wide dashboards.

Validate

$1,200/yr

Box-level extraction from every document, human review & approve, canonical Excel export.

Connect

Requires Validate

$800/yr

Push approved data straight into Lacerte or Drake — no more re-keying.

Example — Firm with 400 clients (60 business), Growth tier

Growth base$3,600

10 business returns over allowance (60 − 50)$300

Total$3,900

30-day free trial.

No credit card required.

Start free trial

Pricing FAQ

Common pricing questions

How does the free tier work?: Start free with up to 5 clients — no credit card required. The free tier is valid for 30 days from signup and includes 1 business return. When you're ready, choose the paid tier that matches your client count.
Is there a setup fee?: No. Pick your tier, start your trial. That's it.
What's included in every tier?: AI intake chat in any language, smart checklist generation, prior-year document analysis and checklist enhancement, document upload and classification, client reminders, return delivery, 8879 e-sign, and the CPA briefing agent. Business returns are included up to 10% of your client cap.
What are the add-ons?: Insights ($800/yr): year-over-year client comparisons, AI feedback on completed returns, and practice-wide dashboards. Validate ($1,200/yr): box-level document extraction, human review queue, Excel export. Connect ($800/yr, requires Validate): push data directly into Lacerte or Drake.
Can I switch tiers as my client count grows?: Yes. Tiers are based on your active client count. As you grow, you move to the next tier. We'll notify you before any tier change takes effect. No long-term contracts.
What counts as a business return?: S-Corp, C-Corp, Partnership, and LLC filing as a corporation. Each tier includes business returns up to 10% of the client cap (e.g. Growth includes 50). Above that, each additional business return is $30.
Do you offer monthly billing?: Pricing is annual. Contact us if you need a different arrangement.
What's the difference between the base tier and add-ons?: The base tier handles everything from client intake through return delivery. Add-ons layer on advanced AI analysis, document-level validation, and direct integrations with tax prep software. You can add them anytime.