Choose Your Tax Season Plan
Rates have increased for new signups. Existing subscribers are grandfathered at their original price.
Tax Filer - Free
Best for testing or single-month statements
- 2 statements/week (batch-ready)
Solo Tax Filer
Perfect for self-employed filers
- 500 pages/month
- Batch upload (12 files)
- AI Schedule C categorization
- Excel & CSV export
Professional
For accountants & bookkeepers
- 3,000 pages/month
- Unlimited batch uploads
- Everything in Solo Tax Filer
- Priority support
Accountant Firm
Built for CPA firms
- 10,000 pages/month
- Everything in Pro
- Phone support
Enterprise
Custom logic, ERP integrations, high-volume operations.
- Custom ERP integrations
- Dedicated US-based account manager
- Live US-based onboarding & support
- SLA & Custom Contracts
Frequently Asked Questions
What happens when my promotional rate expires?
Your rate is locked in forever as an early adopter. You are grandfathered in at your original price—new customers pay the current rate.
Can I upload multiple bank accounts at once?
Yes! You can batch upload statements from checking, savings, and credit cards all at once and merge them into a single report.
How accurate is the AI categorization?
Our AI achieves 95%+ accuracy on standard IRS Schedule C categories. You can always manually refine categories after downloading your final file.
What if I need help during tax season?
All paid plans include email support. Professional and Accountant tiers get priority response times to ensure you hit your deadlines.
Can I cancel anytime?
Yes. There are no long-term contracts. Plus, we offer a 30-day money-back guarantee if you're not satisfied with the results.