Solo practitioners
Starter
A focused setup for firms that want fast intake without operational overhead.
$29per user / month
Ship from inbox to reviewed docs without adding team workflow complexity.
PLANS
Pricing that matches how tax firms actually operate
Pick a lane, then open the plan details. The pricing page stays clean; the full plan breakdown lives in a modal instead of four oversized cards fighting for space.
Most popular
Growing teams
Pro
Adds routing, review, and collaboration for firms moving past a single operator.
$79per user / month
The default choice for firms that need workflow control during tax season.
Multi-office organizations
Firm
Built for larger operations that need compliance controls and predictable support.
$199per user / month
Adds the controls firms ask for when document handling becomes a real operational surface.
Seasonal
Peak-season overflow
Late Season Pass
A temporary capacity boost for firms that need to absorb the February through April spike.
$149one-time seasonal pass
For firms that are mostly fine until the rush hits, then need headroom immediately.
Need a firm-wide rollout plan?
We can map mailbox ingestion, reviewer flow, and compliance requirements before you commit to a tier.
Talk to salesGrowing teams
Pro
Adds routing, review, and collaboration for firms moving past a single operator.
$79per user / month
Everything in Starter, plus
Best when documents pass through multiple hands and queue discipline matters.
Included
- 3,000 documents per month
- 50+ document types
- Full PII redaction suite
- Human review queue
- Up to 5 team members
- Priority processing
- Slack integration
- Priority support
Why teams pick it
The default choice for firms that need workflow control during tax season.
Operational fit
Best when documents pass through multiple hands and queue discipline matters.