PRICING
Choose Your Plan
Starter PlaN
Ideal for:
New tax pros, freelancers, part-time preparers.
FREE FOREVER
Features Included:
Prepare & file up to 10 Federal returns
Print Unlimited return
Client management dashboard (basic CRM)
Access to basic 1040 individual tax forms
E-signature capability for up to 10 documents
Simple document upload (PDF, JPEG)
Secure cloud-based storage (up to 500MB)
Free support via email
Software updates and compliance checks included
Branded client portal (basic design)
Audit support resources (PDF guides)
No contracts - cancel anytime
Pro PlaN
Ideal for:
Solo pros or small teams preparing up to 100 returns per season
$49/M or $399/Yrs
Features Included:
Everything in Free Plan, plus:
Up to 100 returns
Unlimited e-signatures
Access to
additional forms : Schedule C, EIC, E, SE, etc.
Client messaging system (in-app chat + email)
Branded email & SMS reminders
Storage up to 5GB
Priority email & chat support
Audit protection partnership (optional add-on)
Reporting tools: income summary, client status, etc.
Tax prep workflow templates
Client intake forms (fillable, digital)
No contracts - cancel anytime
Elite PlaN
Ideal for:
Growing practices and multi-preparer offices
$99/M or $799/Yrs
Features Included:
🧾 Unlimited returns
👥 Up to 5 user accounts with permission controls
📊 Advanced analytics dashboard: revenue tracking, client retention
🔗 Integrations: QuickBooks, Stripe, Square
📁 Branded mobile client app (iOS/Android)
🔐 20GB secure document storage
🎥 Access to monthly live training & advanced webinars
🛠️ Dedicated account manager
✅ IRS compliance updates delivered via app
No contracts - cancel anytime
FAQ
Do you have a free trial?
Yes we provide a 14 day free trial so you can test out our software to ensure you like it first, before spending your hard earned money.
How do I access the software?
After you sign up you will be directed to your dashboard and you will also receive an email with your detailed login instructions.
How many users can I have on my plan?
You can add unlimited users to your team. This gives access to your full business, team and employees to our software..
How do I cancel?
Simply cancel your membership within your dashboard you will be provided with the access to cancel at all times. No strings attached, no questions asked.
