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
Sole Practitioners
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
- Tax Memo Drafting
- Multi-user Access
- In-House CPA Support
Sole Practitioners
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
- Tax Memo Drafting
- Multi-user Access
- In-House CPA Support
Local, Regional and National Firms
Unlimited Tax Research
Primary Federal & State Tax Data
Contact Sales
- Unlimited tax research
- Primary Federal & State Tax Data
- Inline Citations
- Highlighted Key Text
- Multiple Response Formats
- Multi-file Uploads
- Tax Memo Drafting
- Multi-user Access
- In-House CPA Support
AI Tax Planning Assistant
3 Tax Plan Free Trial
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
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
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.