TaxBase
Simple, Transparent Pricing
Choose the plan that fits how your firm works. Start a free trial with a card on file.
MonthlyAnnualSave 16%
TaxBase 20
$29/mo
20 AI messages / day
Cancel anytime
- All AI tax workflows
- Document upload
- Return review
- Email drafting
- Tax research
- IRS notice analyzer
- Standard support
Most Popular
TaxBase 60
$49/mo
60 AI messages / day
Cancel anytime
- Everything in 20, plus:
- 3× messages
- Extended document analysis
- Advanced tax research
- Entity selection
- Year-end planning
- Priority email support
TaxBase 150
$119/mo
150 AI messages / day
Cancel anytime
- Everything in 60, plus:
- Rollover messages (annual)
- Batch review workflows
- Complex IRS research
- Advisory suite
- Priority chat support
TaxBase Unlimited
$199/mo
Unlimited messages
Cancel anytime
- Everything in 150, plus:
- Highest priority queue
- All future workflows
- Early feature access
- Dedicated support manager
- Onboarding call
ROI
See the return on investment
Most firms save hours every week. At a $200/hr billing rate, even a few hours saved covers the plan many times over.
5 hrs
saved per week
$4,000
monthly value at $200/hr
20×
typical ROI
FAQ
Frequently asked questions
Can I pause instead of canceling?
Yes, you can pause your plan and resume any time without losing your settings.
Can I export data before canceling?
Absolutely. You can export your reports and history before making any change to your plan.
What is the cancellation policy?
Plans are monthly and you can cancel anytime from your account. There are no long-term contracts.
Start today
Give every return a smarter second look
Start free, no credit card required. Plans from $29/mo.