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Pick the plan that best suits your needs. We base our pricing on features and the number of documents you expect to upload. This usually coincides closely with the number of clients your firm serves. Start today with any plan using our FREE 7 day trial.

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How many clients do you anticipate doing tax planning for in the next 12 months?

Premium Features

  •  Immediate Standalone Scenarios
  •  Auto-generated Tax Preparation Letters

Plus Standard Features:

  •  Tax Report
  •  Available Multi-Factor Authentication
  •  Range Calculator
  •  Integration with Redtail and WealthBox
  •  Scenario Analysis
  •  Unlimited Users

Standard Features

  •  Tax Report
  •  Available Multi-Factor Authentication
  •  Range Calculator
  •  Integration with Redtail and WealthBox
  •  Scenario Analysis
  •  Unlimited Users

How many clients do you anticipate doing tax planning for in the next 12 months?

Premium

 Uploads per year

$ annually
$ annually
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All trials give you access to the full features of the price point you select as well as 3 complimentary uploads. You can cancel at any time. But we bet you love it so much you won't want to.

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