Start free and upgrade as you grow. Individuals, freelancers, small businesses, and high-income professionals — there's a tier for everyone.
Get started with the essentials — no credit card required.
Everything individuals & freelancers need to master their taxes.
Billed monthly · 6-month min. commitment
For small businesses & power users managing multiple entities.
Billed monthly · 6-month min. commitment
White-glove tax help with a dedicated advisor & unlimited bookkeeping.
Billed monthly · 6-month min. commitment
| Feature | Free | Starter | Pro | Elite |
|---|---|---|---|---|
| Income & expense tracking | Limited | Unlimited | Unlimited | Unlimited |
| Smart Tax Tools | 5–7 | All 30+ | All 30+ | All 30+ |
| Quarterly Tax Estimates | ||||
| AI Insights & Analysis | ||||
| AI Audit Assistant | 3 notices/mo | 6 notices/mo | 20 notices/mo | |
| Receipt OCR scanning | ||||
| Bank Reconciliation | ||||
| AI Bookkeeper businesses | 1 | 3 | Unlimited | |
| Multi-Year Tax Planning | ||||
| Advanced AI Tax Scenarios | ||||
| Priority AI Support | ||||
| Dedicated Tax Pro Matching | ||||
| 1-on-1 Tax Advisor | ||||
| Audit Defense Guidance | ||||
| Concierge Onboarding | ||||
| Tax Pro Marketplace | View only | Full | Full | Priority |
| Minimum commitment | None | 6 months | 6 months | 6 months |
🎉 All paid plans include the AI Insights engine, Smart Tax Tools, and Tax Pro Marketplace access.
Professionals who join through the Tax Pro Marketplace get a 3-month free trial, followed by a 9-month minimum commitment. Cancel anytime during the trial — no charge until it ends.
By subscribing, you agree to our Terms of Service. Paid plans require a 6-month minimum commitment. Tax Pros joining via the Marketplace have a 9-month commitment after their 3-month trial.
