About Us
Pricing Plan
We’ve designed flexible pricing to fit the needs of every tax professional — from solo preparers to enterprise firms. Choose the plan that’s right for you, and scale as your business grows.
Professional Plan
POPULAR
$45
/Month
For Advanced
- Support for multiple preparers
- Expanded forms library
- Cloud hosting + client portal
- Priority support included
Starter Plan
$25
/Month
For Beginners
- Handle up to 50 clients/year
- Core forms library access
- Basic automation tools
- Basic automation tools
Enterprise Plan
$25
/Month
For Beginners
- Custom integrations
- Unlimited preparers
- Advanced compliance checks
- Dedicated account manager
Our FAQs
Frequently Asked Questions
We use bank-level encryption, automatic backups, and compliance with IRS and state regulations to ensure your data and client information are always protected.
Yes! We provide comprehensive training sessions, documentation, and support resources to help you and your team get up to speed quickly.
Our solutions are flexible — you can choose desktop installations for traditional use or cloud-based access for mobility and collaboration across multiple devices.
Absolutely. Our pricing tiers are designed to scale with your business. You can easily upgrade or customize your plan based on your firm’s evolving needs.
We offer multiple support channels, including email, live chat, and phone support. Enterprise customers also receive a dedicated account manager for priority assistance.