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 annual fees for their first two years when they sign by November 21, 2026. A one-time startup fee covers your onboarding and setup.
Solo Preparers
1–100 business clients
Small Tax Offices
101–300 business clients
Established Tax/CPA Firms
301–600 business clients
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
- Year-one fee guarantee
The guarantee
If your firm earns less from the Desk in its first year than it paid us in fees, we pay you the difference.
This covers your firm's own fees. It is never a guarantee of any client's credit, refund, or savings amount.
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.