Straightforward pricing
Pricing that matches how people actually buy tax help
Start fast, add deeper accuracy when needed, and keep retained clients on recurring monitoring or business compliance.
Filing
Start personal filing fast with one secure workspace, guided intake, and expert-ready prep.
$249
- • Personal tax workspace and secure document vault
- • AI-assisted preparation and error prevention
- • Organizer, checklist, and readiness guidance
- • One filing season of advisor-ready access
Smart Filing
Recommended
Unlock deeper accuracy with IRS transcript insight, authorization capture, and payment planning before problems grow.
$449
- • Everything in Filing
- • IRS transcript ingestion and tax-readiness analysis
- • Authorization workflow for Form 2848 or 8821
- • Payment planning and mismatch prevention
- • Priority filing support
Monitoring
Stay ahead year-round with monthly monitoring, refund visibility, and reminders that keep problems small.
$79/month
- • IRS activity and status monitoring
- • Refund, balance due, and payment alerts
- • Risk reminders and compliance follow-up
- • Always-on dashboard updates
Compliance Essentials
Keep K-1s, estimated taxes, and deadlines under control before small misses turn expensive.
$249/month
- • Owners and allocation tracking
- • K-1 and estimated tax automation
- • Compliance reminders and due dates
- • Business tax workspace access
Compliance Control
Recommended
Add automation and advisor visibility so compliance is easier to run and easier to retain.
$349/month
- • Everything in Compliance Essentials
- • Notice monitoring and escalation prep
- • Advisor review workflows
- • Payment planning and tracking
- • Priority support
Compliance OS
Run high-value business compliance from one managed system built for control, retention, and scale.
$499/month
- • Everything in Compliance Control
- • Multi-entity hierarchy
- • Advanced monitoring and risk alerts
- • Quarterly planning and optimization
- • Priority onboarding and support
| Capability | Filing | Smart Filing | Monitoring | Compliance Essentials | Compliance Control | Compliance OS |
|---|---|---|---|---|---|---|
| Secure filing workspace | Included | Included | View only | Included | Included | Included |
| IRS transcript sync | No | Included | No | Advisory only | Advisory + monitoring | Managed |
| Authorization workflow | No | Included | No | Optional | Included | Included |
| Monitoring alerts | No | No | Included | Included | Included | Included |
| Business compliance automation | No | No | No | Core | Advanced | Managed OS |
When should a client buy Smart Filing?
Choose Smart Filing when transcript-based reconstruction, mismatch prevention, authorization capture, or payment planning will materially reduce filing risk.
When should a client add Monitoring?
Add Monitoring when the relationship continues after filing and you want monthly retention revenue through alerts, refund tracking, and compliance reminders.
Why split Monitoring from Smart Filing?
It keeps the one-time filing sale clean while creating a separate recurring SaaS layer for retention and post-filing visibility.