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. 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.
Premium
Features Included:
- Up to 75 uploads per year
- Tax Report
- Integration with Redtail and Wealthbox
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Scenario Analysis
- Range Calculator
- Donor Advised Fund Explainer
- Qualified Charitable Distribution Explainer
- Roth Conversion Explainer
- Immediate Standalone Scenarios
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Unlimited Users
- Available Multi-factor Authentication
- Auto-Generated Tax Preparation Letters
- Tax Explainer
- Cash Flow Visualizer
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Roth Projections
- Multi-Year Roth Conversions
Basic
Premium Plus
The Premium Plus subscription includes all the basics as well as crucial features that allow you to compare scenarios, access explanative documents and more.
Additional Features Included:
- Up to 150 uploads per year
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Insurance Risk Management Tool
- Actionable Insights for Home, Auto, Umbrella
- Instant Home Rebuilding Cost Estimator
- Identifies Gaps in Coverage
Need More Uploads?
We’ve got you covered! Includes everything from Premium Plus and unlimited users, so you can deliver maximum value to your clients.
Select the amount of uploads
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.