Simple, transparent pricing
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Free
For simple returns
Free forever
What's included
- 1 federal return per year
- AI tax assistant (basic)
- Basic deduction finder
- Document upload (5 docs)
- Standard e-file support
- Community support
Professional
For complex returns
$279 billed annually
What's included
- Unlimited federal & state returns
- Full deduction discovery (500+)
- Unlimited document OCR
- What-if tax scenarios
- All 50 state returns included
- Advanced AI assistant with citations
- Year-over-year comparison
- Priority email & chat support
Practice
For tax professionals & firms
$949 billed annually
What's included
- Everything in Professional, plus:
- Branded client portal
- Practice management CRM
- Team management (5 seats)
- Analytics dashboard & reports
- Review queue & workflow
- Integrated calendar
- API access
- Dedicated account manager
Enterprise
Custom solutions for large accounting firms and organizations with advanced security, compliance, and integration requirements.
Compare plans in detail
Every feature across every plan. Find the right fit for your needs.
| Feature | Free | Professional | Practice |
|---|---|---|---|
| Federal returns | 1/year | Unlimited | Unlimited |
| State returns | — | All 50 states | All 50 states |
| AI tax assistant | |||
| AI citations & references | |||
| Document OCR upload | 5 docs | Unlimited | Unlimited |
| Deduction discovery (500+) | |||
| What-if scenarios | |||
| Client portal (branded) | |||
| Practice management CRM | |||
| Team management | 5 seats | ||
| Analytics dashboard | |||
| Review queue & workflow | |||
| Calendar integration | |||
| API access | |||
| E-file (IRS authorized) | |||
| Priority support | Dedicated |
Enterprise-grade security & compliance
Your tax data is protected by the highest industry standards.
SOC 2 Type II
Certified compliant
AES-256
Encryption at rest
IRS Authorized
E-file provider
TLS 1.3
In-transit encryption
Frequently asked questions
Everything you need to know about our plans and billing.
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