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
$109/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
$1,199/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.
Frequently Asked Questions
1. What AI modes do you use for the AI Tax Research platform?
Our AI Tax platform utilizes multiple AI models with various thinking levels. Simple tax questions are directed to a non/low-reasoning model for optimal speed. Complex tasks are routed to a high-reasoning model for in-depth analysis.
2. What data do you use to train the tax research tool?
Primary Data: IRC, Treasury Regulations, IRS PLRs, CCA, TAM, Revenue Procedures, Rulings, Notices, Forms, Publications, Dawson Tax Court Cases, State Codes, Tax Bills.
Secondary Data: Tax Foundation, curated analyses (e.g., OBBBA), and proprietary tax strategies updated quarterly.
3. How are you sure about the accuracy of your AI tools?
Weekly Testing: 200+ tax questions tested weekly.
Model Improvement: Adjustments made based on results.
Feedback Loop: Built-in feedback reviewed within 24 hrs.
Ongoing Monitoring: Continuous performance checks.
4. How are you sure the data we enter and upload is secure?
Your data is never retained, shared, or reused beyond your request.
PII Redaction: Files are automatically scrubbed before processing.
Secure Processing: All transfers and processing are encrypted.
See our Security Page for details.