Plans and pricing
One desk. Priced by the size of your book.
Every plan includes the full Desk — the portal, the programs, the people. The only thing that changes is how many business clients you bring.
Founding firms save 50% on the annual service fee for their first two years when they sign by November 21, 2026. The one-time startup fee covers onboarding and setup and is not discounted.
Solo Preparers
1–100 business clients
Year one, paid upfront
$3,000$4,000
Founding rate: 50% off the annual service fee
- Annual service fee50% founding discount
- $2,000$1,000
- Startup feeone-time, not discounted
- $2,000
- Year one total
- $3,000
Small Tax Offices
101–300 business clients
Year one, paid upfront
$8,000$11,000
Founding rate: 50% off the annual service fee
- Annual service fee50% founding discount
- $6,000$3,000
- Startup feeone-time, not discounted
- $5,000
- Year one total
- $8,000
Established Tax/CPA Firms
301–600 business clients
Year one, paid upfront
$20,000$27,500
Founding rate: 50% off the annual service fee
- Annual service fee50% founding discount
- $15,000$7,500
- Startup feeone-time, not discounted
- $12,500
- Year one total
- $20,000
Build to Suit
600+ business clients
Custom quote — scoped on an intro call
Included in every plan
The same desk, whatever the tier.
- White-labeled portal
- CRM and system integration
- Full customer support with a named account manager
- Complete book scan returned as an engagement list
- Access to all programs
- Credit pipeline, intake links, and reference cards
- Staff training and onboarding
- 20% off your first year
Not ready for a plan?
Send clients at no setup cost.
Earn 1% of your client's refund or credit amount — no fee, no build, cancel any time.
Become an Advisor for freeAdvisor signup is opening soon — email us to be added to the first group.