Pricing

Delight customers, boost productivity, and offer new services with this powerful suite of AI tools for tax professionals.

AI Tax Research Assistant

 

7-Day Free Trial

Tax-research assistant

Monthly

Unlimited Tax Research

Primary Federal & State Tax Data

$79/month
Start Trial

 

  • Unlimited tax research
  • Primary Federal & State Tax Data
  • Inline Citations
  • Highlighted Key Text
  • Multiple Response Formats
  • Multi-file Uploads (coming soon)
  • Tax Memo Drafting (coming soon)
  • Multi-user Access (coming soon)
  • In-House CPA Support
Tax-research assistant

Yearly

Unlimited Tax Research

Primary Federal & State Tax Data

$799/year
Start Trial

 

  • Unlimited tax research
  • Primary Federal & State Tax Data
  • Inline Citations
  • Highlighted Key Text
  • Multiple Response Formats
  • Multi-file Uploads (coming soon)
  • Tax Memo Drafting (coming soon)
  • Multi-user Access (coming soon)
  • In-House CPA Support

AI Tax Planning Assistant 

 

3 Tax Plan Free Trial

Tax planning assistance

Starter

Includes 50 Plans

$699/year
Start Trial

 

  • 100+ Curated, Regularly Updated Tax Strategies
  • In-Depth Tax Return Analysis
  • Comprehensive & Personalized Tax Strategies
  • Always Up-to-Date with the Latest Tax Codes and Policies
  • Year-Round Tax Advisory with an Intelligent Planning Assistant
  • Automatic Redaction for Data Security
  • In-House Tax Advisor Support
Tax planning assistance

Standard

Includes 100 Plans

$1199/year
Start Trial

 

  • 100+ Curated, Regularly Updated Tax Strategies
  • In-Depth Tax Return Analysis
  • Comprehensive & Personalized Tax Strategies
  • Always Up-to-Date with the Latest Tax Codes and Policies
  • Year-Round Tax Advisory with an Intelligent Planning Assistant
  • Automatic Redaction for Data Security
  • In-House Tax Advisor Support
Tax planning assistance

Growth

Includes Unlimited Plans

$3299/year
Start Trial

 

  • 100+ Curated, Regularly Updated Tax Strategies
  • In-Depth Tax Return Analysis
  • Comprehensive & Personalized Tax Strategies
  • Always Up-to-Date with the Latest Tax Codes and Policies
  • Year-Round Tax Advisory with an Intelligent Planning Assistant
  • Automatic Redaction for Data Security
  • In-House Tax Advisor Support

Try the AI Tax Assistant for FREE!

Sign up for a free trial. No credit card required.