Pricing · platform + services
License it, or hand it to us.
A per-seat platform for the practice you run day to day. Per-return service for the work you’d rather not do twice. Many firms do both — the platform for the routine, The Desk for the spikes around April 15.
Per‑seat platform.
For the solo preparer
The Desk.
$59/ preparer / mo$79Billed annually · charter pricing
- ✓1 preparer · 1 reviewer
- ✓Up to 200 taxpayers on file
- ✓Full pipeline kanban
- ✓AI prior-year extract · 50 / mo
- ✓Taxpayer portal, mobile app & document vault
- ✓TOTP MFA · audit log
- —Customer-managed KMS keys
- —SAML / SSO
Recommended
For the working firm
The Practice.
$39/ seat / mo$595–25 seats · billed annually
- ✓Everything in The Desk
- ✓5 to 25 seats · all seven roles
- ✓Unlimited taxpayers on file
- ✓Unlimited AI extracts · ~6s each
- ✓Weighted forecast & firm dashboard
- ✓SSE-KMS · customer-managed keys
- ✓Priority support · 4-hour response
- —SAML / SSO & SCIM
For the established firm
The Firm.
Bespoke25 + seatsVolume pricing · custom terms
- ✓Everything in The Practice
- ✓25 + seats · multi-office
- ✓SAML / SSO & SCIM provisioning
- ✓Branded portal at clientportal.yourfirm.com
- ✓Customer-managed CMK on your AWS
- ✓Dedicated environment
- ✓SOC 2 evidence pack & DPA
- ✓White-glove migration from your current stack
Per-return services.
Routine tax returns
Essential.
$199/ returnSingle-state · 1040 · standard or itemized
- ✓Form 1040 · single or MFJ
- ✓Up to two W-2s · one state
- ✓Standard or itemized deductions
- ✓Signed by an IRS-licensed EA
- ✓In-portal review & audit trail
- —Foreign income forms
- —Equity comp · K-1s
Most common
Expat tax returns
Expat.
$499/ returnFEIE + FTC + FBAR · multi-state
- ✓Everything in Essential
- ✓Form 2555 · FEIE
- ✓Form 1116 · foreign tax credits
- ✓FBAR (FinCEN 114) filing
- ✓Form 8938 (FATCA) included
- ✓Streamlined filings supported
- ✓Multi-state allocation
Complex situations
Premier.
$999/ returnEquity comp · K-1s · PFICs
- ✓Everything in Expat
- ✓Equity comp · RSU / ISO / ESPP
- ✓K-1s · partnerships, S-corps, trusts
- ✓Form 8621 · PFIC reporting
- ✓Multiple foreign jurisdictions
- ✓Dedicated EA · 24-hour SLA
From $350 / mo
Co-source desk
Volume tiers at 25+ / season
Entity tax returns
From $749 / return
State-only filings
+ $75 / state
All platform plans include unlimited taxpayer portal accounts, e-sign on engagement letters, SSE-KMS at rest, and a tamper-evident audit log — no per-return fees on the platform side, ever. Service tax returns are all-in: federal + state e-file and amendments within 30 days.