Choose the best plan for you
our plans
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. 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.
Standard
The Standard subscription is for those who are looking for a software to help them but don’t need the extra support and comparative documents.
Features Included:
- Tax Report
- Available Multi-Factor Authentication
- Range Calculator
- Integration with Redtail and WealthBox
- Scenario Analysis
- Unlimited Users
- Up to 30 uploads allowed per year
$449
Annually
Premium
The Premium subscription includes all the basics as well as crucial features that allow you to compare scenarios, access explanative documents and more.
All Standard Subscription Features
Additional Features Included
- Immediate Standalone Scenarios
- Auto-Generated Tax Preparation Letters
- Roth Conversion Explainer
- Tax Explainer
- Qualified Charitable Distribution Explainer
- Donor Advised Fund Explainer
- Cash Flow Visualizer
- Unlimited Users
- Up to 75 uploads allowed per year
$999
Annually
Premium+
The Premium+ subscription has all the features of Premium, but allows for more than 75 uploads and accommodates for as many as your company needs.
All Standard Subscription Features
All Premium Subscription Features
Additional Features Included
- Upload Tiers Based On Your Company’s Needs (starting at 150 uploads per year)
$1,899 - $9,999
Annually