Skip to content

Pricing

AnnualMonthly

Save 33% with annual billing

Base

Free

Access the full marketplace and engage advisors with escrow protection. Pay only when you work with an advisor.

Browse & match with vetted advisors
Secure document vault
Escrow-protected payments
In-platform messaging
Project management
Filing tracker
Tax diagnostics & optimization
Tax projections & forecasting
Entity org chart & structure
API integrations & auto-upload
Get Started Free
Recommended

Pro

Coming Soon
$10/month

Billed annually

3 months free from release date — no credit card required

Unlock advanced analytics, tax diagnostics, projections, and entity management to take full control of your tax strategy.

Everything in Base
Tax diagnostics & optimization
Tax projections & forecasting
Entity org chart & structure
API integrations & auto-upload
Advisor sharing & permissions
Context notes for advisors
Priority matching
Join the Waitlist

For Tax Professionals

Free to Join. No Hidden Fees.

Set your own rates, receive payouts promptly via Stripe, and grow your client base. No monthly fees, no lead-generation charges, and no minimum commitment.

Apply as a Professional