All plans include unlimited assets per client and every core feature. Pick the tier that fits your client volume — and scale up any time.
Every plan includes the full feature set. The only difference is how many clients you can manage.
| Feature | Starter | Core | Advanced | Premium | Elite | Ultimate |
|---|---|---|---|---|---|---|
| Annual Price | $175 | $225 | $325 | $425 | $600 | $750 |
| Clients / Returns | Up to 10 | Up to 25 | Up to 50 | Up to 100 | Up to 150 | 200+ |
| Cost per Return | $17.50 | $9.00 | $6.50 | $4.25 | $4.00 | $3.75 |
| Unlimited Assets | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Form Generation | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Data Import & Export | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Return Tracking | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Client Dashboard | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Select | Select | Select | Select | Select | Select |
Everything you need to know before choosing a plan.
Each unique client added onto the system counts as one client/return for that year. A single client with multiple assets is still one client/return toward your plan limit.
Yes. You can upgrade at any time.
You can add as many assets as you need per client, there is no cap.
All data is encrypted in transit and at rest. We follow industry-standard security practices and never sell your data to third parties.
We offer a live demo so you can see the full product before committing. The demo works exactly like the actual app and lets you see how it works for subscribers.
On the Ultimate plan, additional clients are billed at $3.75 each. On other plans, we'll notify you and make it easy to upgrade before you're blocked.
On any plan we offer an import feature that imports your client data and assets, you can also export this data freely with no extra charge if needed in a standard format.
Try a live demo first — no commitment required. We'll walk you through the full product so you can pick with confidence.
