Smart & Scalable Plans
From Free to White-Glove — Pick Your Plan
Start free and upgrade as you grow. Individuals, freelancers, small businesses, and high-income professionals — there's a tier for everyone.
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Free
Get started with the essentials — no credit card required.
$0/forever
- Basic income & expense tracking (limited categories)
- Simple Profit & Loss report
- Tax Pro Marketplace (view only)
- Limited Smart Tax Tools (5–7 tools)
- PDF export only
- AI Help Center (basic guidance)
Most Popular
Most Popular
Starter
Everything individuals & freelancers need to master their taxes.
$12/mo
Billed monthly · cancel anytime
- Everything in Free
- Unlimited income & expense tracking
- Complete financial reports
- All 30+ Smart Tax Tools
- Quarterly Tax Estimates
- AI Insights & Analysis
- AI Audit Assistant
- AI Bookkeeper (1 business)
- Receipt OCR scanning
- Bank Reconciliation
- PDF & CSV Export
- Goal Tracking
- Multi-Year Tax Planning
- Full Tax Pro Marketplace access
Best Value
Pro
For small businesses & power users managing multiple entities.
$39/mo
Billed monthly · cancel anytime
- Everything in Starter
- Up to 3 businesses
- Multi-Business Dashboard
- Advanced AI Tax Planning
- Business Tax Scenarios
- Priority AI Support
- Dedicated Tax Pro Matching
- Custom Reports
- Advanced Exports & Integrations
- Early Access to New Features
Premium
Elite
White-glove tax help with a dedicated advisor & unlimited bookkeeping.
$79/mo
Billed monthly · cancel anytime
- Everything in Pro
- Unlimited businesses
- Unlimited AI Bookkeeper accounts
- Dedicated 1-on-1 Tax Advisor
- Year-Round Tax Planning
- Priority Tax Professional Response
- Audit Defense Guidance
- Concierge Onboarding
- White-Glove Customer Support
Compare All Features
| 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 | ||||
| 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 |
Frequently Asked Questions
🎉 All paid plans include the AI Insights engine, Smart Tax Tools, and Tax Pro Marketplace access. Upgrade or downgrade anytime — no lock-in.
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