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Choose Your Plan

Powerful financial tools for every stage of your business. Upgrade, downgrade, or cancel anytime.

Starter

For individual tax preparers

$49/month

or $490/year

Up to 1 users

Up to 50 clients
Tax prep tools
Document management
AI Assistant access
Email support

7-day free trial, then $49/month

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Professional

For growing tax offices

$149/month

or $1490/year

Up to 10 users

Up to 500 clients
All tax prep tools
Payroll management
AI Tax Prep portal
Virtual meetings
Marketing automation
Priority support

7-day free trial, then $149/month

Enterprise

For large firms

$499/month

or $4990/year

Up to 50 users

Unlimited clients
All features included
White-label branding
API access
Dedicated account manager
Custom integrations
24/7 support

7-day free trial, then $499/month

White Label Reseller

Rebrand and resell the platform

$999/month

or $9990/year

Up to 100 users

Everything in Enterprise
Full white-label branding
Reseller dashboard
Commission tracking
Multi-tenant support
Custom domain
Onboarding training

7-day free trial, then $999/month

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White Label Partners

Run your financial firm under your own brand. All subscription revenue is processed through the platform's central Stripe account — no setup or per-company payment configuration required.

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