Choose the best plan for you
Start any of our subscriptions with a free 7-day trial
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.
If you're running low on uploads in your plan, upgrade at any time.
How many clients do you anticipate doing tax planning for in the next 12 months?
Uploads per year
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.
Need more than 1,000 uploads?
We have enterprise and any custom plan you or your company may need. Reach out to us and we can explore the best fit for you or your company.Reach out to us
Contact Us About Enterprise Plans
We have enterprise and any custom plan you or your company may need. Reach out to us and we can explore the best fit for you or your company.