Included with signup
Free 3-Day Trial
$0
Access for 72 hours
- IA calculators only
- One IP/device session
- No saved cases
- No exports or client links
- Trial auto-expires
High performance tools for tax professionals
Every tier includes the IA engine you just tested. Higher tiers unlock saved cases, client-ready exports, and firm controls. Trial access is locked to one IP/device to prevent abuse.
Discount Logic (Locked)
- Early Access: 10% off month 1 → 15% ongoing if renewed before expiration.
- Early Access + Verified Review: 20% locked for 12 months.
- Regular Users: No signup discount. 10% only after a verified review before month 2.
- Discounts are IP/device enforced. No stacking. Admin override only.
Billing:
Prices shown per practitioner. Taxes/VAT not included.
Pro
$179
per month
- Full IA calculator access
- Manual data entry workflow
- Temporary client financial links
- Up to 3 saved cases
- Internal result summaries only
Most Popular
Pro Plus
$249
per month
- Everything in Pro
- Unlimited saved cases
- Client-safe PDF exports
- Client-facing summary mode
- Priority calculation queue
Best for Firms
Firm / Power User
$399
per month
- Everything in Pro Plus
- Multi-user teams + admin roles
- Shared case library
- Higher IP/device caps
- Advanced calculator modules
Side-by-side comparison
No hidden pricing. No “call us” tiers. Switch plans anytime.
| Feature | Free Trial | Pro | Pro Plus | Firm / Power User |
|---|---|---|---|---|
| IA calculators | Limited | Full access | Full access | Full access + advanced |
| Saved cases | None | Up to 3 | Unlimited | Unlimited + shared |
| Client links | No | Temporary | Temporary w/ export | Full lifecycle controls |
| PDF exports | No | Internal use | Client-safe PDF | Branded PDF + admin notes |
| Multi-user access | No | No | No | Yes, with admin controls |
| Support queue | Email only | Standard | Priority | Priority + firm onboarding |
Trial & IP enforcement
Trials are locked to the first IP/device combo used. Reusing the same info won’t reset access. Abuse triggers a “max users reached” message automatically.
Data handling
- Data stored only while subscription is active.
- Auto purge after inactivity or cancellation.
- No IRS transcript pulling. No IRS API connections.
Need legal language?
Full Terms, Privacy, Cookie, Data Retention, and Disclaimer pages are linked in the footer once ready. Tools assist professionals — they do not replace judgment.
Ready to onboard your next case?
Spin up a temporary client link, collect financials in the correct order, and calculate results without spreadsheets.