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Pro

Full 7-day free trial
$99
Per user · per month
Start free trial

No credit card · Cancel anytime

Everything you need
  • Audit-ready citations on every answerIRC, Treas. Reg., Rev. Procs., PLRs
  • 10 tax reviews per billing cycleForm 1040 second-preparer review · 3 during the trial
  • Internal, client & executive memos drafted with linked citations
  • Federal & state tax knowledge bases, updated weekly
  • IRS Revenue Rulings & Private Letter Rulings
  • Unlimited chats and message history
  • Tax watchlist - 10 topics (3 during the trial)
  • The Safe - your encrypted client document vault1099s, K-1s, W-2s, full filings
  • Email & cloud-drive intake - Drive, Dropbox, OneDrive, Box
  • Share across your firm - chats, files, and projects
  • 100% privacy
  • Priority support

Enterprise

For firms 10+
Custom
Annual contract · billed by seat
Contact sales

Volume pricing · MSA + DPA available

Everything in Pro, plus
  • Integrations with major tax & accounting platformsCustom pipelines for CCH Axcess, UltraTax, Lacerte, and major document management systems
  • Single sign-on (SSO)
  • Role-based permissions
  • Audit logs
  • On-call support

After the trial, Pro continues at $99 per user per month - cancel anytime from your account settings. Enterprise onboarding includes MSA, DPA, SSO setup, and integration planning with our team.

Designed to keep your firm compliant with IRC §7216. Zero AI model training on client data. Security & data privacy.

SOC 2 Type I attestedBuilt for IRC §7216 complianceZero training on client dataIRC · Regs · Rev. Procs
Plans, billing and teams

Frequently asked questions

The Pro trial lasts 7 days and includes full access - audit-ready citations, federal and state knowledge bases, unlimited chats, the Safe document vault, and priority support. Your tax watchlist holds 3 during the trial and 10 on Pro. No credit card is required to start. You can also try 3 questions on the homepage before signing up.

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