Pick the plan that fits your practice. All plans include a 14-day free trial with no credit card required.
| Feature | Solo Preparer | Tax Office | Enterprise |
|---|---|---|---|
| Returns per season | 150 | 1,000 | Unlimited |
| Preparer seats | 1 | 10 | Unlimited |
| Document collection portal | ✓ | ✓ | ✓ |
| AI document validation | ✓ | ✓ | ✓ |
| Return status dashboard | ✓ | ✓ | ✓ |
| Deadline alerts | ✓ | ✓ | ✓ |
| Client email notifications | ✓ | ✓ | ✓ |
| SMS notifications | — | ✓ | ✓ |
| Multi-preparer workflow | — | ✓ | ✓ |
| E-signature requests | — | ✓ | ✓ |
| Billing & invoicing | — | ✓ | ✓ |
| Season analytics | Basic | ✓ | Advanced |
| Client-facing status portal | — | ✓ | ✓ |
| Multi-office management | — | — | ✓ |
| Tax software integration | — | — | ✓ |
| Custom branding | — | — | ✓ |
| API access | — | — | ✓ |
| Support | Priority | Dedicated AM |
Yes. Upgrade anytime and your new limits take effect immediately. If you downgrade, the change takes effect at the next billing cycle. No returns or data are lost when changing plans.
Each federal return counts as one return regardless of complexity. Amended returns count as separate returns. State returns filed alongside a federal return do not count separately.
Per rolling 12-month period. Your count resets annually from your signup date. Most practices find their natural filing volume maps cleanly to one plan tier.
Yes. Annual billing saves roughly 20% compared to monthly. Solo Preparer is $759/yr, Tax Office is $2,399/yr, and Enterprise is $7,699/yr.
After 14 days, you choose a plan and enter payment details to continue. No charge is made during the trial. All data created during the trial carries over to your paid plan.
No credit card required. Set up in under 5 minutes.
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