Tax Shield Pro
Pricing that scales with your firm.
Start with the workspace you need today. Add advisor seats, client capacity, and AI workflows when the practice is ready.
Solo
1 advisor seat
$299 /mo
or $249/mo billed annually save 20%
- ✓1 advisor seat
- ✓Up to 50 clients
- ✓Full tax engine (1040, 1120-S, 1065, 1041, 1120)
- ✓60+ tax strategies
- ✓Plan builder
- ✓Reports and templates
- ✓Bulk CSV import (17 vendor formats)
- ✓Email support
Most popular
Team
5 advisor seats included
$1,250 /mo
or $1,050/mo billed annually save 20%
- ✓5 advisor seats included
- ✓Up to 250 clients
- ✓Everything in Solo
- ✓Role-based permissions
- ✓Team analytics dashboard
- ✓Priority support
- ✓Additional seats at $239/mo
Firm
25 advisor seats included
$5,000 /mo
or $4,500/mo billed annually save 20%
- ✓25 advisor seats included
- ✓Unlimited clients
- ✓Everything in Team
- ✓White-label reports
- ✓Custom domain portal
- ✓Dedicated account manager
- ✓SOC 2 documentation
- ✓Additional seats at $225/mo
AI Add-on — Turn on when you need it
Enable and disable anytime. Prorated — only pay for days you use it.
solo
$49/mo
$45/mo annual
team
$45/mo
$39/mo annual
firm
$39/mo
$35/mo annual
- ✓PDF tax return extraction (1040, 1120-S, 1065, 1041, 1120)
- ✓AI client brief generation
- ✓Executive summaries and AI insights
- ✓Smart format detection for vendor imports
- ✓Usage dashboard — see exactly what you spend
Compare plans
| Feature | Solo | Team | Firm |
|---|---|---|---|
| Advisor seats included | 1 | 5 | 25 |
| Extra seats | — | +$239/mo | +$225/mo |
| Clients | Up to 50 | Up to 250 | Unlimited |
| Tax engine | ✓ | ✓ | ✓ |
| Strategies (60+) | ✓ | ✓ | ✓ |
| Plan builder | ✓ | ✓ | ✓ |
| Reports & templates | ✓ | ✓ | ✓ |
| Bulk CSV import | ✓ | ✓ | ✓ |
| Role-based permissions | — | ✓ | ✓ |
| Team analytics | — | ✓ | ✓ |
| White-label reports | — | — | ✓ |
| Custom domain portal | — | — | ✓ |
| Dedicated support | — | — | ✓ |
| AI add-on per user | +$49/mo | +$45/mo | +$39/mo |
Frequently asked
Can I switch plans anytime?
Yes — upgrades take effect immediately with a prorated charge for the remainder of the billing period. Downgrades take effect at the end of your billing period so you keep paid features until renewal.
What happens when I hit my client limit?
You can upgrade your plan at any time. Existing clients are never removed — once you upgrade, the higher limit applies.
What is the AI Add-on?
The AI Add-on enables PDF tax return scanning, client brief generation, executive summaries, AI insights, and smart format detection. You can enable and disable it anytime — you are only charged for the days it is active, prorated automatically.
Is there a contract or commitment?
No. Monthly plans cancel anytime. Annual plans are billed upfront and non-refundable but can be cancelled to prevent renewal.
Do you offer a free trial?
Yes — 14-day free trial on every plan, no credit card required up front. Upgrade any time during or after the trial to keep working.
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