Start filing for free — no credit card required. Upgrade when you need more power.
For simple returns
Free forever
What's included
For complex returns
$279 billed annually
What's included
For tax professionals & firms
$949 billed annually
What's included
Custom solutions for large accounting firms and organizations with advanced security, compliance, and integration requirements.
Every feature across every plan. Find the right fit for your needs.
| Feature | Free | Professional | Practice |
|---|---|---|---|
| Federal returns | 1/year | Unlimited | Unlimited |
| State returns | — | All 50 states | All 50 states |
| AI tax assistant | |||
| AI citations & references | |||
| Document OCR upload | 5 docs | Unlimited | Unlimited |
| Deduction discovery (500+) | |||
| What-if scenarios | |||
| Client portal (branded) | |||
| Practice management CRM | |||
| Team management | 5 seats | ||
| Analytics dashboard | |||
| Review queue & workflow | |||
| Calendar integration | |||
| API access | |||
| E-file (IRS authorized) | |||
| Priority support | Dedicated |
Your tax data is protected by the highest industry standards.
SOC 2 Type II
Certified compliant
AES-256
Encryption at rest
IRS Authorized
E-file provider
TLS 1.3
In-transit encryption
Everything you need to know about our plans and billing.
Yes — both paid plans include a 14-day free trial with full access to all features. No credit card required to start.
You'll automatically move to the Free plan with no charges. All your data is preserved — upgrade anytime to restore full access.
We offer a 30-day money-back guarantee on all paid plans. If you're not satisfied, contact support for a full refund — no questions asked.
The Practice plan includes 5 seats. Additional seats are $15/month each. For unlimited seats, contact us about our Enterprise plan.
We use AES-256 encryption at rest and TLS 1.3 in transit. We're SOC 2 Type II certified and undergo annual third-party security audits. Your tax data is never shared with third parties.
Yes — we support imports from TurboTax, H&R Block, Drake, Lacerte, ProSeries, and CSV/PDF formats. Our onboarding team can help with bulk migrations.
We support the current tax year plus 3 prior years for amendments and late filings. Professional and Practice plans include access to all supported years.
Practice and Enterprise plans include API access for custom integrations. We also offer built-in integrations with QuickBooks, Xero, and major payroll providers.
Yes — IRS-authorized e-filing is included in every plan at no extra cost. Free plan covers 1 federal return; paid plans cover unlimited federal and all 50 state returns.
Yes — you can switch at any time. When moving to annual, you'll receive a prorated credit for your current billing period. Annual plans save you 20%.
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