Simple, Transparent Pricing
Choose the plan that fits how your firm works. Start a free trial with a card on file.
MonthlyAnnual · Save 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
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
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.
Give every return a smarter second look
Start free, no credit card required. Plans from $29/mo.