Pricing that scales with your footprint.
From a single office to a national network. Every plan includes the full software suite, University, community, mentorship, marketing tools, and 24/7 support. Each e-filed return adds $14.95, with the AI to build it included.
Whatever you pick, you get all of this.
- Full software suite (all modules)
- Return AI, included with every return
- University with all courses
- Community, mentorship & coaching
- Marketing & growth tools
- 24/7 support & success team
Tax Office, Service Bureau & Enterprise.
Pay annually and save 20%, or month to month. Implementation packages are one-time; multi-year and multi-office terms are quoted by sales.
- 99.9% uptime SLA
- Unlimited returns
- Unlimited preparers
- Launch blueprint
- Marketing funnels and campaign templates
- Tax office resources
- All Professional features
- Three office licenses included
- Add an office any time for $1,000
- Every office gets unlimited preparers
- Everything in Tax Office Pro
- One login, one bill across your offices
- Office-level reporting
- 99.9% uptime SLA
- Unlimited returns
- Up to 15 offices
- Revenue sharing system
- Recruiting system
- Weekly group coaching
- All Tax Office features
- 99.9% uptime SLA
- Unlimited returns
- Offices sized to your contract
- Service bureau included
- Enterprise dashboards
- Compliance center
- White glove support
- All Service Bureau features
Every plan carries a 99.9% uptime commitment, monitored continuously. See our measured availability.
What the $14.95 per return covers
One fee, charged only when a return is e-filed. Everything it takes to get a new client to a finished return comes with it.
$14.95per e-filed return
- Charged once, only when the return is e-filed.
- No charge to prepare or print a return, or for one that is never filed.
- Return AI is never billed as usage, whether or not the return is filed.
- An amended return is a new return and pays its own fee.
E-filing opens once TaxPulse completes IRS testing. Until then no return is e-filed, so no platform fee is charged.
Filing
- E-filing the federal return, plus any state returns filed with it, at no extra charge per state
- IRS and state acknowledgement tracking
- A corrected resend after a rejection, not charged again
AI to build the return
- Reading and extracting W-2s, 1099s and every other document you or your client upload
- Document review
- Prior-year return and IRS transcript import
- Importing your clients and prior returns when you switch to TaxPulse
- Intake and client portal smart-fill
- Your client's own help chat in their portal
- Reading a driver's license at intake
- Return diagnostics
- Up to 500 return assistant questions a month per office
Documents and identity
- Client portal uploads, virus-scanned on arrival
- Identity numbers encrypted at rest
- Secure document storage for the return
Billed at usage on your wallet
The advanced modules are part of every plan. The AI they use is billed from your prepaid wallet by how much it reads and writes, so you pay for it only when you use it.
- Amendments
- Credit repair
- Tax resolution and IRS notices
- Tax planning
- The tax writer
- The Accuracy Lab
- Bookkeeping
- Meeting summaries
- Marketing and websites
- Recruiting
- CRM texting and email automations
What you pay, and when.
What is the $14.95 per return?
It is the TaxPulse platform fee for a return, charged once, only when the return is e-filed. It covers e-filing the federal return and any state returns filed with it, IRS and state acknowledgement tracking, virus-scanned client uploads, identity numbers encrypted at rest, secure document storage for the return, and all the AI used to build it. E-filing opens once TaxPulse completes IRS testing; until then no return is e-filed and no platform fee is charged.
Do I pay it on returns I prepare but don't e-file?
No. Preparing, reviewing and printing a return costs nothing, and a return that is never e-filed is never charged. The AI used on it is not billed as usage either, whether or not the return is filed.
What AI is included, and what is billed at usage?
Included with every return, and never billed as usage: reading and extracting W-2s, 1099s and every other document you or your client upload; document review; prior-year return and IRS transcript import; importing your clients and prior returns when you switch to TaxPulse; intake and client portal smart-fill; your client's own help chat in their portal; reading a driver's license at intake; return diagnostics; up to 500 return assistant questions a month per office. AI in the advanced modules is billed at usage on your prepaid wallet, by how much it reads and writes.
What happens after 500 assistant questions in a month?
Return assistant questions past 500 in a month bill at normal AI usage from your office wallet. The office owner is warned at 400 questions and again at 500, and the count starts again the next month. The rest of the return AI stays included.
Are state returns extra?
No. State returns e-filed with the federal return are covered by the same fee, with no extra charge per state.
Is an amended return charged?
Yes. An amended return is a new return and pays its own platform fee when it is e-filed, and AI used in the amendments module is billed at usage. A corrected resend after a rejection is not an amended return and is not charged again.
What are advanced modules and how are they billed?
They are the work beyond preparing a return: amendments, credit repair, tax resolution and IRS notices, tax planning, the tax writer, the Accuracy Lab, bookkeeping, meeting summaries, marketing and websites, recruiting, CRM texting and email automations. Every plan includes them with no extra subscription. The AI they use is billed at usage on your prepaid wallet, by how much it reads and writes, at the rates on the published usage charges schedule.
Is there a charge per user or per client?
No. Every plan has unlimited preparers and no charge per client. Beyond the plan you pay $14.95 per e-filed return, and from a prepaid wallet only the usage you choose, such as texts, phone numbers and AI in the advanced modules.
Every usage rate, exactly as charged, is on the usage charges schedule.
Onsite training is available at all levels: single instructor, two instructors, or a full team launch (plus travel). Pricing shown is current and may be tailored to your configuration; talk to sales for an exact quote.
Find the plan that fits, then grow into the next one.
Start where you are. Scale to a multi-office or service-bureau empire on the same platform.