Pricing for tax professionals
Client management, document handling, AI categorization, workflow automation, and a branded portal — one platform, one price.
MonthlyYearlySave 28%
Replace TaxDome + Mailchimp + Calendly + a client portal for less than the cost of one.
Solo
For solo preparers
$179/mo
$2,148/yr billed annually
Save 28%3 users included · +$49/3 users
- Up to 75 clients
- Bank connections (Plaid)
- Document management
- IRS categories
- Client portal
- Export to Drake/Lacerte
- Email support
- AI categorization
- Interview templates
- Workflow automation
- Broadcasting & campaigns
Firm
For small to mid-size firms
$279/mo
$3,348/yr billed annually
Save 20%10 users included · +$99/5 users
- Unlimited clients
- Bank connections (Plaid)
- Document management
- IRS categories
- Client portal
- Export to Drake/Lacerte
- AI categorization
- Interview templates
- Workflow automation
- Broadcasting & campaigns
- Priority support
- Multi-location support
- White-label portal
- SSO / SAML
- API access
Practice
For large firms with multiple offices
$449/mo
$5,388/yr billed annually
Save 18%25 users included · +$149/10 users
- Everything in Firm
- Multi-location support
- Advanced analytics
- Custom fields
- AI agents
- White-label portal
- SSO / SAML
- Dedicated account manager
Enterprise
For multi-location and franchise firms
- Everything in Practice
- Unlimited users
- White-label portal
- SSO / SAML
Compare features
| Feature | Solo | Firm | Practice | Enterprise |
|---|
Client Management(4) | ||||
| Client records | 75 | Unlimited | Unlimited | Unlimited |
| Client portal | ||||
| Interview templates | ||||
| Document requests | ||||
Tax & Finance(4) | ||||
| Bank connections (Plaid) | ||||
| Transaction categorization | Manual | AI-powered | AI-powered | AI-powered |
| IRS categories | ||||
| Export formats | Drake, CSV | Drake, Lacerte, CSV | All formats | All + custom |
Communication & Marketing(4) | ||||
| Email campaigns | ||||
| SMS messaging | ||||
| Workflow automation | ||||
| Branded portal | ||||
Platform(7) | ||||
| Team members | Up to 3 | Up to 10 | Up to 25 | Unlimited |
| Storage | 10 GB | 50 GB | 200 GB | 1 TB |
| Multi-location | ||||
| AI agents | ||||
| API access | ||||
| SSO / SAML | ||||
| Support | Priority | Priority | 24/7 dedicated | |
How we compare
TaxDome$67–100/user/mo
No marketing automation, no AI categorization
Canopy$66/user/mo + modules
10-person firm ≈ $1,050/mo. No client portal
Drake Software$1,895/yr + $99/user/mo cloud
Desktop-first, no CRM or communication suite
Ready to get started?
Tell us about your business and we'll set you up with the right plan.